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Creating and managing recipes

Recipes allow you to track the ingredients used for the items produced at your restaurant. Once created, the individual recipes are displayed in a table alongside the date they were last updated. You can look for specific recipes using the Search bar at the top. Alternatively, use the drop-down beside the search bar and select Ingredients if you want to look up all recipes containing a specific ingredient. inventory-recipes.png

To set up a new recipe, ensure that both the finished product and its ingredients (e.g., eggs, milk, flour, etc.) exist as items in Back Office > Menu Management > Items. New items cannot be created from within the Inventory module. Visit Adding items for detailed instructions.

Understanding recipes

Before items can be created in batches or made to order, set up recipes to establish the relationship between finished products and their ingredients. This way, inventory can be adjusted and measured accurately as items are assembled from their constituent parts. There are two types of recipes: 

  • Made to order: These products are prepared as they are ordered (e.g., a pepperoni pizza or a mojito). When a customer orders one of these items, it will automatically be assembled using its specified ingredients, and your inventory will update accordingly.
  • Made in batches: These products are made in bulk during a scheduled production time (e.g., baked goods, such as croissants, or in-house ingredients like pizza dough).

Adding a recipe

To add a new recipe from scratch, follow the steps below.

  1. Log in to the Inventory module with your Lightspeed credentials.
  2. From the navigation menu, select Produce > Recipes.
  3. Click Create recipe.
  4. Use the list and search bar to find the specific product for which to create a recipe and select it.
  5. Select the Recipe type: Made to order or Made in batches.
  6. (Optional) If the recipe is Made in batches, enter the expected yield and set the measurement type. Made-to-order recipes can skip this step.
  7. Add ingredients using steps 7a-7d.
    a. Use the Search for product/ingredient field to select a specific ingredient.
    b. Using the available drop-down, adjust the units of measurement as needed.
    c. Enter the Amount of ingredients.
    d. To add more ingredients to the recipe, click Add ingredient and repeat steps 7a-7c.
  8. (Optional) Fill in the Gross profit field with a percentage product markup (two-digit limit), and your Suggested sell price will update accordingly.
  9. (Optional) Fill in the Suggested sell price. The Gross profit field will update accordingly to show the percentage markup.
  10. Enter the steps to produce the recipe in the Instructions field.
  11. Click Save recipe to finish.

inventory-creating-recipes.png

Editing recipes

Modify existing item recipes if you need to change the ingredients, the instructions, or the expected yield for Made in batches.

  1. Log in to the Inventory module with your Lightspeed credentials.
  2. From the navigation menu, select Produce > Recipes.
  3. Choose a recipe from the table to modify.
  4. Edit the recipe details as needed. See Adding a recipe for instructions on setting recipe details.
  5. Click Save recipe to save changes.

Deleting ingredients or recipes

Delete ingredients from a recipe, or delete an entire recipe for an item if it is no longer needed.

  1. Log in to the Inventory module with your Lightspeed credentials.
  2. From the navigation menu, select Produce > Recipes.
  3. Choose a recipe from the table to modify.
  4. To delete ingredients, click the trash can   next to an ingredient, and select Save recipe.

To delete the recipe entirely, click Delete recipe at the bottom of the page. A confirmation screen will appear from which you can select Delete recipe to confirm.

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