Batch recipes and preparations

A batch recipe is how you turn ingredients into something you then stock and use — house grenadine, simple syrup, a prep sauce, a batch cocktail mix. It is not a menu recipe. Menu recipes live on bundle products. Batch recipes live in inventory: they consume stock and produce stock.

You set the recipe up once at the organization, assign it to each team that will make it, then record a preparation each time you actually run a batch.

Two layers: catalog vs team

	Master batch recipe (organization)	Batch recipe (team)
What it is	The template: output item, yield, ingredients	A copy assigned to a team so they can prepare it
Who edits it	Organization catalog	Team assignment only — add or remove from the team
Where	Batch recipes in the organization catalog	Batch recipes on the team

Do not create a different recipe per outlet for the same syrup. Create one master recipe, then assign it to every team that makes it.

What is yield?

Yield is how many of the output variant one batch produces. Yield 1 of a 750 ml bottle is 1 × 750 ml, not 1 ml.

Another example: If you had a recipe that produces 12 cupcakes, then you would put the yield as 12.

Creating a master recipe

1. Open Batch recipes in the organization catalog.
2. Choose the output variant — the item variant that appears in stock when a batch is finished. The recipe is named after that item. One recipe per output variant, including archived recipes. To use that output again, restore the existing recipe.
3. Set the yield — how many of that variant one batch makes. The yield field shows the variant size next to it (1 × 750 ml).
4. Add ingredients with quantities in each item's size unit. Search and filter the same way you add ingredients to a bundle menu item.
5. Save.

The output item and every ingredient must already exist as master items. Create those in the catalog first if they are missing.

You cannot archive or delete an item (or its variant) while a recipe still uses it as output or as an ingredient, even if that recipe is archived. Delete the recipe first.

Assigning a recipe to a team

A team can only prepare a recipe if it carries the output item and every ingredient.

1. Open Batch recipes on the team.
2. Add from catalog. Search and filter by the output item's category the same way you add items to a team.
3. Select the master recipes this team makes. Recipes that need items this team does not carry yet are marked.
4. Confirm. If anything is missing, you can add those items to the team and assign the recipes in one step. That adopts the items (output and ingredients) onto the team — it does not create stock.

You still need permission to add items. If this outlet is at its SKU limit, add the items first or raise the limit, then assign.

Assigning does not create stock. It only makes the recipe available for preparations.

Recording a preparation

A preparation is one (or more) batches actually made on a date.

1. Open Preparations on the team.
2. Create a preparation for the date you made the batch.
3. Add each recipe you ran and the number of batches. Quantity 2 on a recipe with yield 1 × 750 ml produces two bottles and consumes twice the ingredients.
4. Save.

After a preparation exists, you can add or remove recipe lines, but you cannot change a line's quantity. If you prepped the wrong amount, delete the line and add it again with the correct quantity — or delete the whole preparation if it should not have been recorded.

What stock actually does

When you save a preparation:

• Ingredient stock goes down by (ingredient quantity × number of batches)
• Output stock goes up by (yield × number of batches)

Cost of the output is calculated from the ingredients using your organization's costing method (FIFO, LIFO, or weighted average) — the same engine as sales and transfers. You do not type a cost on the recipe.

Batch recipes vs bundle products

	Batch recipe	Bundle product
When it runs	When you record a preparation	When you record a sale
What it produces	An inventory item you can later count, transfer, or sell	Nothing extra — it only depletes ingredients at sale time
Use for	Make-ahead prep that sits on the shelf	A cocktail or dish made to order

House syrup you bottle and keep: batch recipe. Mojito built at the bar when ordered: bundle product.

What's next

Continue to daily operations: receiving, transfers, sales, and recording preparations as part of the daily rhythm.