Please note: only user with the "Edit Recipes" permission can create and manage recipes.
To create a recipe:
Desktop steps
Desktop steps
1. Ensure you are on the Recipes page
2. Click the green plus button
3. Click "New Recipe"
4. Enter the recipe details and use the tabs at the top to navigate through the recipe creation steps, or use the "Next" button the bottom
5. Once completed, click "Save & Exit". Or, click "Save & Create New" to immediately start creating another new recipe
Mobile steps
Mobile steps
1. Ensure you are on the Recipes tab
2. Tap the "Edit" button at the top
3. Tap "Add Recipe"
4. Enter the recipe details and use the tabs at the top to navigate through the recipe creation steps, or use the "Next" button the bottom of the page
5. Once completed, tap "Save & Exit". Or, tap "Save & Create New" to immediately start creating another new recipe
Recipe Creation Step 1: General Details
Is Component: Check this if you're creating a component recipe (sub recipe). This is a recipe that contains its own prep instructions and ingredients, but also lives within one or multiple recipes. Note: all components by default appear in the "All Components" category.
Active: Keep this checked on if this recipe is actively being used by your team. Or, switch off and it will move into the Inactive category.
Recipe Name: You've got this one, but note that recipe names must be unique.
Recipe Category: Add the recipe to any of your existing recipe categories, or create a new one. A recipe can live within any number of categories. By default, recipes fall within "Uncategorized" unless a category is specified.
Yield: The yield associated with the recipe. You can associate multiple yields to a recipe, however you can only have one volume yield, one weight yield, and one count yield. This restriction does not apply to custom units you create.
Cost of Recipe & Price on Menu: Depending upon the values you input here, opsi will factor those against each other to display a simple food cost percent and profit. We call this center-plate costing. If you use our true costing feature, then the cost of recipe will instead be factored based on the total of each ingredients' costs.
Allergies: This is a tag based field. Select existing or add new allergies associated to the recipe. Or, you can add the allergies on the ingredients which will filter up to the recipe level when those ingredients are used in recipes.
Additional Recipe Fields: The additional recipe fields include Shelf Life, Lead Time; and great for front of house include Menu Wording, Marking, Delivery Verbiage, and Beverage Pairing.
Recipe Creation Step 2: Ingredients and Prep Details
Ingredients & Components: Enter all of your ingredients and components, each consisting of a Name, Prep Method (if applicable), Amount, Unit of Measurement and Notes (if applicable).
If you're adding existing components or ingredients to the recipe, simply start typing the name and it will appear in the dropdown - then click/tap to attach.
If you're looking to create a new component recipe or new ingredient while filling out your recipe, you can simply type the name, then select "Add new ingredient" or "Add new component recipe". Once you enter the details and click Save it will add that newly created item to the recipe.
You can also add headers which are helpful to create different sections of your ingredients, for example, as steps or certain callouts.
Prep Instructions: You can add a new step for each prep action, and also associate an image or video to each step. Additionally, you can place headers in between steps if necessary to break them out into sections.
True Costing: This toggle is to enable true costing, and will only appear for customers on plans with true costing included as a feature.
Recipe Creation Step 3: Media Details
Videos & Images: This final step is to attach media (images or videos) as cover photos. This is the media that will appear at the top of your recipe just under the name.