Managing recipes (bill of materials)
A recipe – also called a bill of materials – defines which finished product is made, from which materials and in what quantities. On Logistics → Recipes you can create new recipes and open, edit, duplicate or delete existing ones.
New recipe
Click New Recipe. Enter the recipe name, the Output Product and its quantity per batch, and the first material with its quantity. After saving you land on the recipe page, where you can add further materials and outputs.
The recipe page
- Edit Recipe – change the name, description, notes, active/inactive state, outputs and materials.
- New Production Order – create a production order from this recipe.
- Duplicate Recipe – creates a copy with all outputs, materials and substitutes; you can rename it afterwards.
- Delete Recipe – only possible when the recipe has no draft, planned or in-progress production orders.
The materials table shows each product's unit price and the recipe's Estimated Cost, based on the products' default prices. If a material is produced by another active recipe, it is marked Sub-recipe: from there you can open that recipe or create a production order for it straight away.
Importing materials from a file
You can also add many materials from a file. The Download Template link gives you an Excel template; select the completed file (Excel or CSV) and load it with the import button. Products are matched by SKU, and products already in the recipe are skipped.
The Recipes list can be filtered to active or inactive recipes. Inactive recipes are not offered as sub-recipes when resolving shortages.