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Costing your recipes and ingredients
Costing your recipes and ingredients
Updated over 8 months ago

Please note: only users with the "Edit recipes" permission can cost out recipes.

Before you can cost out recipes, the following prerequisites must be completed:

We also recommend you read the following articles to best understanding costing concepts, terminology, and workflows.

Now that you have products setup, and mapped properly to ingredients, you are ready to start costing! Within recipes you can have ingredients and component recipes, both of which can be costed out based on the unit of measurements and unit quantities defined.

Costing out ingredients within a recipe

Enable true costing

First, ensure the "True Costing" icon is enabled in the "Ingredients & Prep" step while editing a recipe.

Step 1 screenshot

With true costing enabled, "$" icons will appear next to each ingredient/component recipe.

Step 2 screenshot

Understanding the "$" icon

The $ is an indication of the costing status for that item, and also a button for modifying ingredient and product details, if necessary.

An orange $ indicates there are missing details in order to cost out that ingredient.

Step 2 screenshot

Clicking the orange icon will tell you what is required.

Step 3 screenshot

Typically, it's a missing defined unit of measurement and/or unit quantity.

*Other reasons for an orange $ include:

  • No product mapped to that ingredient (see here)

  • The current product mapped to the ingredient doesn't contain sufficient price and unit details (see here)

  • Missing required ingredient conversion (see here)

All of these items are covered in the prerequisites noted above.

A green $ indicates there is proper costing information coming through, congrats!

Step 4 screenshot

When costing details are present, the cost will be based on the unit and unit amount entered on that ingredient.

Step 5 screenshot

Prep methods altering costs

If you specify a prep method to an ingredient within a recipe, and that method is also created within the ingredient itself, the yield % associated to that method will affect the cost.

Example cost using a prep method with no yield % associated to it:

Step 6 screenshot

Example cost of the same prep method with a 50% yield associated to it:

Step 7 screenshot

Additional tips

The total cost of the recipe will appear orange until all items have been costed out

Step 8 screenshot

You can also click on this total amount to see the breakdown amount for each item.

Step 9 screenshot

Costing out component recipes as ingredients

Component recipes are technically recipes as they contain their own ingredients and prep instructions. Like recipes, all the ingredients will be costed out in a component recipe using the same instructions as above.

Now, how do you factor a cost for this component recipe when it's used within a recipe as an ingredient? That's where recipe yield comes in.

Let's use the example of "Carrot Ponzu" in this recipe, which is actually a component recipe. The $ is green indicating all costing is coming through properly, so let's look at how this is costing.

Step 1 screenshot

Clicking the $ provides a button to "Edit recipe cost" since this is a component recipe and not an individual ingredient.

Step 2 screenshot

Directing to the "Ingredients and Prep" tab of this Carrot Ponzu recipe, we can see all the ingredients are properly costed out using the above steps in Costing out ingredients within a recipe. This then gives us a total cost of $7.78.

Step 3 screenshot

Now that we have a total cost, we need to ensure there is a yield associated to this recipe that relates to how we will be using it as an ingredient in other recipes.

For example, if I use my component recipe as an ingredient within other recipes in cups (volume unit), I will need to define a recipe yield with a volume unit. If I use it as an ingredient within recipes in grams (weight unit), I will need to define a recipe yield with a weight unit.

Clicking to the "General" tab we can see that a yield of "600 grams" is specified on this recipe. Opsi now knows that 600 grams of Carrot Ponzu = $7.78.

Step 4 screenshot

Going back to our original recipe that Carrot Ponzu is being used within as an ingredient, we had specified "60 grams".

Step 5 screenshot

Because we know 600 grams of Carrot Ponzu costs $7.78, opsi can determine that the 60 grams being used in this example costs $0.78.

Step 6 screenshot

To recap, when costing out a component recipe as an ingredient, ensure both:

  1. The ingredients in your component recipe are all costed out.

  2. Your recipe includes a yield and yield unit vertical that matches to the unit vertical of how you will be using that component recipe as ingredients within other recipes.

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