Available in: Agile | Aware | Analyzer | Multi-Outlet
Requisitions help you create a list of ingredients and supplies you’ll need on hand for events, prep recipes, or transfers. They can be used as a shopping list, a production sheet, or a staging tool for inventory adjustments.
Requisitions can be used to:
- Plan Events: Create a detailed list of ingredients and supplies needed for catering or special menus. This allows you to prepare inventory by ordering in advance.
- Build Shopping Lists: Save requisitions for export to the Shopping Cart, where they can be used to generate purchase orders.
- Generate Production Sheets: Print requisitions for kitchen staff when preparing batch or prep recipes.
- Stage Transfers: Manually create requisitions to move items between locations, such as from a hotel kitchen to a hotel gym.
- Adjust Inventory Without Sales: Remove items from inventory without creating a sales transaction, similar to waste tracking.
Creating a Requisition From a Recipe
Before You Begin: Explode Prep Recipes Setting
- Enable this setting if you want inventory to track at the ingredient level rather than the recipe level.
- When enabled, this setting breaks down prep recipes into individual ingredients across requisitions, prep builds, and sales mix. This ensures accurate on-hand tracking at the ingredient level.
To create a requisition for an event or multiple prep recipes:
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Create a new recipe that includes all the recipes you want to requisition ingredients for. For example, a brunch menu might look like this:
- In the Amount Unit field, enter the quantity you plan to prepare.
- Click Edit on the new recipe.
- Click Tools, then choose Requisition.
Note: If the Explode Prep Recipes setting is enabled, prep recipes will automatically break down into their individual ingredients when you save the requisition.
Requisition Option: Combine Items by Vendor
The Requisition Options screen includes a setting that controls whether identical products from the same vendor are combined into one line or kept as separate entries. This helps you track requisitions as separate actions or as a consolidated total, depending on your workflow.
Combine Products by Ingredient
Location: Manage Inventory → Requisitions → Options
Setting: Combine items by vendor
Default: Checked
When this setting is checked, reciProfity combines identical products from the same vendor into one line when you save a requisition. The quantity and price are summed.
When this setting is unchecked, each entry remains on its own line. This is helpful when you need a clear record of each time an item was requisitioned.
A tooltip on the screen explains how the setting works and links to the related knowledge base article.
Package Type Behavior
The options page conditionally displays the requisition page for package type items. The layout matches the structure used across other options screens.
Printed Requisition Journals
The Combine Products by Ingredient setting does not affect printed requisition journals. The printed layout continues to follow the existing format.
How Explode Prep Recipes Affects Requisitions
- When Explode Prep Recipes is ON: Prep recipes automatically convert into a list of individual ingredients when you save the requisition.
- When Explode Prep Recipes is OFF: Prep recipes remain as whole recipes in the requisition.
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Need a production sheet without exploding?
- If Explode Prep Recipes is ON and you need a production sheet without exploding, open the recipe → Edit → Tools → Requisition.”
⚠️ Important: Saving a requisition will deplete your inventory. If Explode Prep Recipes is ON, depletion occurs at the ingredient level. If OFF, depletion occurs at the prep recipe level.
- If you do not want to affect inventory, do not save—just print the requisition.
- If you accidentally save it, you can undo the action by deleting the requisition from Requisition Manager.
Saved requisitions will appear in your Ideal Inventory Report, along with any Sales Mix data.
Using the Requisitions Journal
The Requisitions Journal lets you sort and report by requisition name, date, and product. You can drag and drop column headings to customize your view, just like other journals.
Creating a Manual Requisition
You can also build a requisition manually, item by item. This method is useful for:
- Shopping carts
- Production sheets
- Transfers (for example, moving fruit from a hotel kitchen to a hotel gym)
To create a manual requisition:
- Click the three horizontal lines in the top-left corner.
- Select Manage Inventory, then scroll to Requisitions.
- Name your requisition.
- Then search for your items.
- Next, add them with the desired quantity.
Just like automated requisitions, saving a manual requisition will deplete inventory. If you do not want that, print it instead.
The Big Picture: What Requisitions Can Do
Requisitions serve three key functions:
Inventory Adjustments
- Remove items from inventory without creating a sales transaction. This behaves like waste tracking and adjusts ideal usage.
Shopping Cart Staging
- Acts as a staging area for purchase orders. Adds ingredients to “on order,” which are added to inventory once invoices are entered.
Prep List Staging
- Serves as a staging area for prep builds. Removes ingredients from inventory and adds prepped products back into inventory.