How to Create a New Recipe

What is the recipes section?

The Recipes section is a central location for creating, managing, and comparing recipes for a given formula.

Why does this feature exist?

To allow for recipe iteration, comparison, and analysis.

How to Create and Add Items to a New Recipe

Step 1: Navigate to the Formulas tab and click the edit icon for an existing formula record. 

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Step 2: Ensure that you are on the Recipes section for that formula. 

  • Click the edit icon next to the recipe name to edit its name and ID. 
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Step 3: Click the Base Recipe dropdown to change the base recipe information (serving size, target amount, etc.).

Step 4: Click +Add > Add Items on the right side of the Items table to add items to the recipe.

These items are often different from item records listed on the Items Supplied tab. Learn more about working with the Items tab here.

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Step 5: Click Assign next to any item you would like to add to the recipe.

Step 6: Click Done.

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Step 7: Add/remove/arrange items or add existing recipes as items (sub-recipes) as needed. 

Change the column template by clicking the column icon on the top right of the Items table.

Step 8: Click Save.

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How to Add Additional Recipes

Step 1: Navigate to the Formulas tab and click the edit icon for an existing formula record. 

Ensure that you are on the Recipes section page for that formula.

Step 2: Click the Actions dropdown on the top right and select New Recipe. 

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Step 3: Add a recipe name, recipe ID, and recipe default UOM (if applicable). 

You can select whether to copy the current recipe to the new one, or whether the new recipe should be the primary recipe. 

Step 4: Click Submit if you want to copy the original recipe details. 

If you want to start from scratch, uncheck the Copy Current Recipe box.

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Step 5: Your new recipe has been added. 

You can navigate between recipes by selecting them from the Recipes dropdown on the left-hand side of the screen.

Use the Compare section to see a side-by-side comparison of all recipes.

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How to Update Additional Recipe Information

Step 1: Navigate to an existing recipe.

Step 2: Click on any of the following sub-tabs to manage information for this recipe:

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Click the arrow (▶) to view each sub-tab's description:

Composition: Build and maintain the structure of the recipe, including ingredients, packaging, and alternates.
Items

Manage the ingredients and components that make up the recipe. 

Select the Declare checkbox to include an item in the ingredient declaration. Uncheck the box to exclude it.

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Packaging Items

Add and manage packaging materials associated with the recipe.

Alternates

View and manage approved substitute ingredients that can be used in place of primary recipe items.

 

Labeling: Review and generate labeling and regulatory outputs based on the recipe composition.
Nutrition

View calculated nutrition information for the recipe based on the current formulation and serving size settings.

Consumer Nutrition

View consumer nutrition facts where applicable, formatted for external or packaging use.

Ingredient Declaration

Review the generated ingredient statement based on recipe composition and declared items.

Allergens

View allergen information automatically derived from recipe ingredients.

Claims

Review product claims associated with the recipe, including regulatory or marketing-related attributes.

Restricted Substances

View ingredients that contain or are associated with restricted substances based on system configuration.

 

Manufacturing: Define how the recipe is produced, including process, materials, and cost.
Process Steps

Define and manage the steps required to manufacture the recipe.

BOM (Bill of Materials)

View the full list of materials and quantities required to produce the recipe.

Costs

Review calculated ingredient and production costs associated with the recipe.

 

Other: Manage supporting recipe information that does not fall under composition, labeling, or manufacturing.
Details

View and update general recipe information and metadata.

Sub-Components

View the hierarchical breakdown of the recipe, including nested sub-recipes and their components.

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