Managing Recipes with Kounta
Track your inventory down to the individual ingredient automatically with every dish sold.
Example uses:
- When you sell a hamburger - 1 bun, 1 burger patty, 1 slice of cheese, 20ml ketchup will be reduced from your stock levels
- When you sell a rum & dry - 30ml of rum and 150ml of ginger beer will be reduced from your stock
Enter your recipe once and the stock levels of that product’s ingredients or components will be updated with every sale.
This guide will cover how to upload your recipes into Kounta.
What’s in this Guide?
Check product/stock item settings
Create recipe: link the Components to Products
- Why do I need recipes?
- Do I need to pay for the Kounta Inventory add-on?
- Can I add recipe ingredients using measures such as cups, teaspoons, etc.?
- Can I add recipes through a CSV.?
- Can I export recipe cards?
- When the product containing the ingredients is sold, will it update the stocks
Pro Tip - You will need to have the Kounta Inventory add-on enabled for this feature.
Add Components
We need to start by adding all of our raw ingredients (components) into Kounta.
This is done in the same way as adding normal products into Kounta, although you will want to make sure you have hidden them from the POS.
Pro Tip - Variants and Option Sets can become components. Option Sets can be used for ingredients (what to add, what to leave out) meanwhile Variants are best for laying out sizes, flavors, etc.
1. Under the “Products” page select “Add Products.”
2. In the dialogue box, fill in these fields:
Add new product: For components that you purchase, it is best to include their quantity in the name. (e.g. 1 kg Sugar) - this makes stocktaking much easier.
Add Category: Leave blank to hide from POS
Sales Price: For ingredients or components that you don’t sell or charge for, enter “0.”
Sales Tax: Select the sales tax associated with the component when being sold on POS.
3. Select “Save and edit product” to input key product details (e.g. description, sell price, cost price, tax settings)
Check product/stock item settings
For each of the Products and its Components, make sure to adjust the following settings:
Buy/Sell/Stock
1. Under the “Products” page in Back Office, select the cogwheel beside the product. Use the search bar to quickly locate products.
2. Under “Accounting,” indicate if you buy the item, sell the item, and/or stock the item.
Made/Purchased
1. Under the “Inventory” page under “Products”, select if the product is “Made Here” or “Purchased.”
Create recipe: link the Components to Products
Now that the product settings are settled, we will add the components (e.g. 1 kg Flour) and what fraction of this goes into the recipe (e.g. 0.453 of 1 kg flour)
1. Under the “Products” page in Back Office, select the cogwheel beside the product. Use the search bar to quickly locate products.
2. Under “Inventory,” select “Add Component”
3. You will see this dialogue box
Component: The dropdown list will display all products. Enter the component name here to search for it. (Note: Each recipe component needs to have first been added as a product.)
Quantity: This is the fraction consumed from one unit of the stocked item. (e.g. What fraction of the 1kg Sugar do you consume in making one croissant?)
In computing the right quantity, you have:
- The Recipe measure - This is commonly expressed in the Imperial System (e.g. 1/2 ounce of Active Dry Yeast). This should be first converted into the same unit as the product’s measure
- The Product measure - This is the quantity you purchase for each unit of your stocked item (e.g. 100g Active Dry Yeast).
This is how to get the right Quantity using the above given values:
4. Once all the components are entered, inventory will be updated when a sale of the Product is made. Successfully added components will look like this:
Frequently Asked Questions
Why do I need recipes?
Recipes save you time and effort by updating your inventory - be it ingredients to make a dish or the amount left from a bottle of liquor - upon each sale, instantly.
This aids you in reaching your inventory KPI’s by offering one of the data points that updates your stock count in real time.
Do I need to pay for the Kounta Inventory add-on?
The Kounta Inventory Add-on is available at no additional charge for all paid Kounta plans.
Can I add recipe ingredients using measures such as cups, teaspoons, etc.?
The recipe first needs to be converted to match the measures of the stock items. This is because the inventory quantity will be updated in fractions.
For example, what fraction of the 1kg sugar was consumed by one croissant? With some sneaky maths, we worked this out to be 0.055kg (instead of 1/4/ cup).
Can I add recipes through a CSV.?
Not for now - recipes or product components can only be added through the “Inventory” page under Product Settings.
Can I export recipe cards?
Not for now - recipes you enter can only be viewed in the “Inventory” section of individual product settings.
When the product containing the ingredients is sold, will it update the stocks
Yes, the stock count will update upon sale. This stock count is also updated by other data points namely Wastage and received Purchase Orders.
What if I get stuck?
We're with you every step of the way & our Support is 24/7 - because hospo headaches happen at all hours of the day.
Guides you can watch or read, Email, Live Chat, Call or, smoke-signal!
What's my next step?
Maximize the full power of Kounta Inventory tools!
Stock counts on Kounta automatically sync with your purchases, sales, and wastage so that inventory management reaches a whole new level of ease.
Learn all about Stock Count here
Managing wastage is a challenge for many businesses in the hospo industry. Track your wastage (the why, who, and how much) and sync your inventory data automatically - so you save time and effort.