Overview
Recipes in Edify represent menu items you make on-site. Each recipe should correspond to an item on your POS or something sold by a CPU. Setting up recipes accurately allows you to track production costs, calculate COGS, and understand profitability for each menu item.
Creating a New Recipe
Navigate to Recipes on the left menu and click Add New Recipe in the top right corner.
Step 1: Recipe Setup
Complete the basic recipe settings.
Field | Explainer |
Recipe Name | What you'd like to name this recipe |
Product Class | What Class would you like to assign to the recipe |
Recipe Yield | How much does one recipe make? (e.g. one recipe = 1000ml of sauce, one recipe = 10 cookies) |
Assign to Sites | Which sites produce this recipe? |
Count in Stocktake | If this is a recipes produced by a CPU this must be ticked. If this recipe is made using the Production Planner tool this must be ticked. |
Sub-recipe | Tick this if this recipe is used as an ingredient in other recipes made on-site (e.g. sauces, doughs, batches of fillings) |
Exclude from COGs calculations | This this if you do not want this recipe to be included in COGs reporting |
💡 What's the difference between a recipe and sub-recipe?
A recipe is a menu item you make and sell on-site. A sub-recipe is something you make on-site that becomes an ingredient in other recipes—like a batch of sauce used in multiple sandwiches.
Step 2: Add Ingredients, Modifiers and Packaging
Main Ingredients
These are the default ingredients which are always used to produce this recipe.
Click 'Add Ingredients'
Select the ingredient type:
Supplier Product
Sub-recipe
Search for the ingredient
Input the quantity used for this recipe
Enter the yield loss % (if applicable)
💡 You can only add Master Products, Supplier Products or Sub-Recipes as ingredients. If the ingredient you want to add has not been set up as one of these it will not be available to add.
Variable Ingredients
Variable Ingredients are either replacements for main ingredients or optional extras. They link to the Modifiers on your POS system.
Extras:
Click 'Add Variable Ingredients'
Choose 'Extra'
Select the ingredient type:
Supplier Product
Sub-recipe
Search for the ingredient
Input the quantity used for this recipe
Enter the yield loss % (if applicable)
Replacements:
Click 'Add Variable Ingredients'
Choose 'Replacement'
Select from the dropdown which main ingredient this variable will replace
Select the ingredient type:
Supplier Product
Sub-recipe
Search for the ingredient
Input the quantity used for this recipe
Enter the yield loss % (if applicable)
Packaging
Packaging allows you to set which packaging products are used if the recipe is Eat-in, Take away or Delivery.
Click 'Add Packaging'
Select the packaging type:
Search for the product in your catalogue
Enter the quantity used
Select the dining option (Dine In, Takeaway, or Delivery)
💡 Note: Square does not currently differentiate between Dine-In/Takeaway. If you use Square for your POS system you can either apply packaging to all sales, or setup separate Eat-In or Takeaway recipe. Speak to our support team for more guidance.
Step 3: Recipe Instructions (Optional)
Add recipe instructions and images that will appear in the Recipe Book tab. You can also add allergen information here.
Duplicating Existing Recipes
Save time by duplicating a similar recipe instead of building from scratch. This is useful for seasonal variations or menu items with minor differences.
Example: You have a hot chocolate recipe and want to create an orange hot chocolate. Duplicate the original and add the new ingredients.
How to duplicate a recipe
Click Add New Recipe
Click Import Recipe Info
Select the recipe you want to duplicate from the dropdown
Choose which sections to import
Click Import
Complete any fields that weren't imported (e.g. Recipe Name, Recipe Yield)
Add or adjust ingredients as needed
Save the new recipe
⚠️ Important: When importing variable ingredients, "replacement" ingredients will only import if you also import main ingredients.
Recipe Cost Breakdown
Once you've completed all recipe information, Edify automatically calculates the total cost breakdown. This splits costs by dining option (Dine In, Takeaway, and Delivery) based on any packaging differences.
Troubleshooting
Can't find a recipe you created?
The recipe may not be assigned to your site. Ask a Manager or Admin to:
Select All Sites from the top left dropdown
Navigate to Recipes
Search for the recipe
Check the 'sites' column to verify site assignments