5: Production Setup - Recipes & Packagings

5: Production Setup - Recipes & Packaging's

Creating A Recipe

A Recipe in the system specifies the Ingredients, Process and Quality Control needed to create a Batch of a Material.

Go to Production > Recipes and click Create New Recipe.

1: Recipe Details.

Recipe Name

  • Enter an easily identifiable name with distinct information such as the volume, e.g. Plucky Gin 1000L.

*Material Produced - Enter the end result of the process. Please note a Recipe creates a Material such as IPA or gin, a Packaging process will then convert that into a Product such as a 70cl bottle of gin. If the Material hasn't yet been created in the system, go to Stock > Materials to create it first.
*Quantity Produced - Enter the amount of the Material you expect to produce in litres. When you come to use the Recipe, you can choose to make any volume you wish and the system will suggest new quantities of each Ingredient based on the multiple from the Quantity Produced.

Notes - Add any notes that might be relevant when making this Recipe.

2: Ingredients:

Select Materials that are required and their quantities for the expected Quantity Produced and click Add Stock Item. These will be the default Ingredients and quantities for the Recipe but this can be changed both when planning a new Batch and when recording what has actually happened in the Production process.

3: Process:

Add all the Steps or Instructions needed to create this Recipe. To Record/Notes allows you to further explain what needs to be done at each stage and if the person doing the instruction needs to record something specific. In Production, each of these Steps can be marked as complete so that they are checked off.

4: Quality Control:

Add any checks that need to be carried out during the Production process. If you need to add more, go to Settings > Production > Quality Control.
Once added, click to expand a test. You can then click the '-'s to specify a Target Starting/Ending Value or Expected Min/Max Value for this Recipe.
Click Save.

To help set up several Recipes you can create a template that will hold any standard Processes,  Quality Control Tests and Ingredients and then copy this recipe multiple times.

Copying Recipes:

To create multiple similar Recipes quickly, you can copy an existing Recipe.

  1. Go to Production > Recipes
  2. Click three dots under Actions on the Recipe you'd like to replicate.
  3. Click Copy Recipe.
  4. Click Add New.
  5. Rename the new Recipe and click Save.
  6. Open the new Recipe and click Edit to make any changes.

Creating a New Packaging Process

Go to Production > Packaging's then click Create New Packaging in the bottom right.

This is essentially setting up a recipe for your packaging process.

1: Packaging Details

Enter:

  • *Packaging Name - Enter a name for this process.
  • Product¬† - Select from the dropdown list the Product you are creating. You can leave this blank if you want to create a generic process such as 500ml Bottling, 9G Cask Racking, Assembling Cases etc. This will allow you to use the same process to convert various Recipes into different Products at the point of Packaging.
  • Best Before Days - Enter the default number of Best Before Days for this Product after being packaged.
  • *Final Quantity Produced - Usually you should enter 1. This then allows the system to multiply ingredients and quantities easily for whatever quantity you make each time.

2: Ingredients:

Select Materials that are required and their quantities for the expected Quantity Produced and click Add Stock Item. These will be the default Ingredients and quantities for the Packaging process but this can be changed both when planning a new Packaging run and when recording what has actually happened such as using more bottles than planned.

3: Process:

Add all the Steps or Instructions needed to carry out this Packaging process. . To Record/ Notes allows you to further explain what needs to be done at each stage and if the person doing the instruction needs to record something specific. When packaging, each of these Steps can be marked as complete so that they are checked off.

4: Quality Control:

Add any checks that need to be carried out during the Packaging process. If you need to add more, go to Settings > Production > Quality Control.
Once added, click to expand a test. You can then click the '-'s to specify a Target Starting/Ending Value or Expected Min/Max Value for this Packaging.

Click Save.

Now proceed to 5: Importing Data for the next steps.

The guide assumes that you are importing your data in bulk. To add individual new items or for more detail on all the relevant fields, please see the guides below:

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Page Created: 05/08/2021
Page Updated: 28/04/2022