Please note: only users with the "Edit Recipes" and "Edit Inventory" permissions can take inventory of recipes.
On opsi, you can take inventory of your recipes by first setting a recipe as a "vendor item." This action creates a vendor item under your account name, which can then be categorized and added to an inventory guide section.
The recipe's cost and unit details remain within the recipe, rather than being managed at the vendor item level.
When building out an inventory guide, or counting on an inventory sheet, you can then add in that recipe to take counts on it.
Please note: when taking counts on a recipe, the value will be factored based on the recipe's yield and "cost of recipe". Read more about this on the Inventory overview article.
To set a recipe as a vendor item:
Desktop steps
Desktop steps
1. In the recipes list, click the context menu (three dots) next to the name of the recipe you wish to set as a vendor item for inventory.
2. Click "Create vendor item".
Alternatively, while viewing a recipe, click the context menu at the bottom right in the footer to access the same option.
3. You can now add this recipe to an inventory guide.
Mobile steps
Mobile steps
1. In the recipes list, tap the context menu (three dots) next to the name of the recipe you wish to set as a vendor item for inventory.
2. Tap "Create vendor item".
Alternatively, while viewing a recipe, tap the context menu at the top right to access the same option.
3. You can now add this recipe to an inventory guide.
To take inventory of a recipe:
Desktop steps
Desktop steps
1. While editing a guide, or while taking counts, click the add button.
2. Choose "Add Recipes".
3. This will prompt you with a field to search and select the recipes you wish to add. These recipes must have been created as vendor items first.
4. The selected recipes will now appear on your guide or count sheet!
Mobile steps
Mobile steps
1. While editing a guide, or while taking counts, tap the add button.
2. Choose "Add Recipes".
3. This will prompt you with a field to search and select the recipes you wish to add. These recipes must have been created as vendor items first.
4. The selected recipes will now appear on your guide or count sheet!
