Inventory

Make stock with a recipe

A recipe turns input stock into a different inventory item at one location, such as sealing six Jade coasters into one sealed six-pack. Each run uses the inputs and adds the output together, so stock is never half moved.

Create a recipe

1. Open Inventory, then select Recipes.
2. Select New recipe.
3. Under Makes, choose the output inventory item and enter how much one batch makes, such as 1 pack of Sealed jade six-pack. The name fills in from the output.
4. Under Inputs, choose each input inventory item and how much one batch uses, such as 6 each of Jade coaster. Select Add input for more inputs.
5. Change the Name if you like, such as Seal a jade six-pack.
6. Select Create recipe.

Quantities are per batch, in each item’s own base unit.

Run a recipe

1. Open the recipe from Recipes.
2. Select Run recipe.
3. Choose the Location. A business with one location has it chosen already.
4. Enter the Batches, such as 4.
5. Read the preview. It says how many batches fit, such as “Up to 4 batches here · Limited by Jade coaster”, and lists each item’s change, what is available, what will be on hand after, and its status.
6. Enter a Reason of at least three characters, such as “Packing for the Alder Retail order”.
7. Select Run recipe.

The run appears under Runs and in the Activity of the recipe and of each inventory item it moved.

Fix a run that can’t start

The dialog says what is missing, in the order to fix it:

• No count here on an input: the input has never been counted at this location. Select Record count beside it, post the count, and the preview updates.
• Short on an input: there isn’t enough available. Lower the batches to the number the preview allows, or count or receive more stock first. Stock committed to sales orders isn’t available to recipes.
• The output has no count here: tick Start it at zero and enter an Opening reason if the shelf is empty. If it isn’t empty, record a count of the output on Levels first.

Edit a recipe

1. Open the recipe and select Edit.
2. Change the name, output or inputs, then select Save recipe.

Changes apply to new runs. Past runs keep the recipe as it was when they ran; each run shows the revision it used.

What to know

• A recipe has one output and 1 to 25 inputs. Each input is a different inventory item, and none can be the output.
• Recipe names are unique in your business, ignoring capital letters, and can be up to 300 characters.
• Recipes only go one way. To unpack sealed packs into singles, create a second recipe that uses the pack and makes singles.
• Sales never run a recipe automatically. Selling singles doesn’t use sealed packs.
• Batches and quantities can have up to nine decimal places.
• A run can’t be undone or corrected. To reverse one, run the opposite recipe or adjust the stock with a reason.
• Recipes can’t be deleted. The recipe shows its 10 latest runs; the full history is in its Activity.