Get Started with Supply Chain

First, navigate to the Supply Chain Units tab on the Web Dashboard via Supply Chain > Units:

Click the Create a Supply Chain Unit button to open the creation modal. You’ll need to input the following:

Unit Name: Enter the name of the Custom Unit (e.g., Bagels).

Abbreviation: Enter an optional shorthand abbreviation for the unit.

Units/Measurements: Choose how you will measure/count your unit (e.g., by count or by grams).

Conversion Rate: Specify the conversion rate or ratio of your Custom Unit to your Measurement.

When ready, click the Add button to create your Unit:

First, navigate to the Supply Chain Inventory tab on the Web Dashboard via Supply Chain > Inventory:

Click the Create Item or Ingredient button to open the creation modal. You’ll need to input the following:

Type (Ingredient/Item):

• Item: Does not have production events or sub-recipes. Can only be stocked and decremented.

• Ingredient: Can utilize the full recipe system.

Name: Enter the internal name of the ingredient. There is a separate field for the name used when sending purchase orders to vendors.

Unit of Measurement: Choose the unit you will measure your recipes in. For example, milk will likely be measured in ounces.

Standard Units will always appear in the unit selector, but you can also type and create a Custom Unit here:

Display Unit: Choose the unit you would like to display quantities in. For example, milk might be displayed in gallons.

Additional Configuration:

Par: Used with the ‘fill to par’ feature when ordering.

Group: Ingredient groups to which this ingredient belongs.

Expiration Time (minutes): If set, ingredient stocks will expire after the specified number of minutes.

Vendor Items: Allows you to connect vendors to the Item or Ingredient (requires vendors to be set up). Once vendors are added, you can also set pricing options for them. To learn more, click here.

When ready, click the Add button to create your Item or Ingredient and return to your Inventory:

First, navigate to the Supply Chain Inventory tab on the Web Dashboard via Supply Chain > Inventory:

Use the Search Bar or Ingredient Navigator to select an ingredient you’d like to stock and click Quick-Stock.

The Quick-Stock modal will allow you to input the following in a Stocking Event:

Quantity: The number of the selected unit being stocked.

Unit: The unit used to stock.

Per Unit Cost (optional): The cost for 1 selected unit. For example, if 10 units of Croissant cost $100, enter$10.

Vendor Item Default (optional): The vendor item to fill in default values. If this ingredient has a default, it will be set here.

When ready, select Stock to adjust the Item/Ingredient stock:

First, navigate to the Supply Chain Recipes tab on the Web Dashboard via Supply Chain > Recipes:

Use the Search Bar or Product Navigator to select a product you’d like to create a recipe for. Once ready, click on Create Recipe:

The Recipe creation modal shows the product and its variations based on the modifiers attached to that product. Different versions of a product are labeled as Variants (e.g., Hot Oat Milk Lattes and Hot Whole Milk Lattes could be variants of a Hot Latte).

The left side of the modal displays the modifiers that the product has, and the right side allows you to attach Ingredients and Items based on that Variant:

To create a Recipe for a Base Product without Variants, simply proceed by adding Ingredients without selecting a modifier.

For example, you could add a “Gruyere Slice” to the Ham and Cheese product, set the quantity to 1, and then click Add to use 1 Gruyere Slice per Ham and Cheese sold:

To create a Recipe for a Variant of a Product, select the modifiers you want to apply to that variant before adding the ingredients. For example, you could add a “Banana” ingredient when the “Banana” modifier/add-on is included in the product.

When ready, click the Submit button to create your Recipe:

First, navigate to the Supply Chain Inventory tab on the Web Dashboard via Supply Chain > Inventory:

Use the Search Bar or Ingredient Navigator to select an ingredient you’d like to create a sub-recipe for and click View.

1. Once on the Ingredient Page, select the Sub-Recipe tab and click Add Ingredient:

2. Select the Ingredient you want to attach and its unit amount for the Sub-Recipe. When ready, click Attach: