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Requisitions/ Shopping List/ Production Sheet

  • Updated

Available in: Agile | Aware | Analyzer | Multi-Outlet 

Requsitions creates a list of ingredients and supplies that you will need to have on hand. 

Why it's important

  • Planning an event? Create a Requisition list to detail everything you will need to have on hand. This allows you to prepare your inventory by ordering what you will need.

  • Requisitions can be saved as a Shopping List for export to the Shopping Cart for creating PO's.

  • If your kitchen is preparing batch or prep recipes Requisitions can be printed and used as a production sheet in the kitchen. Remember the term "explode". This will break down the ingredients in a prep recipe to create a Production Sheet.

 

How to do it

To create a Requsition for an event or for several prep recipes:

  1. Create a new recipe that contains all the recipes you want to requisition ingredients for. Use the Amount Unit field and enter the number of each you will want to prepare.

    The example below is a brunch menu catering event:

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  2. From this new recipe click Edit:

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  3. Then click Tools and choose Requisition.

    mceclip1.png

  4. Or click Tools and choose Requisition (explode prep recipes)
  1. A Requisition that does NOT explode prep recipes will just display the name and quantity of the prep recipe.

    Choose explode prep recipes if these are Prep Recipes and you want to create a Production List to give to your kitchen staff. "Exploding" displays all ingredients needed to make each batch recipe.

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  1. SAVING A REQUISITION WILL DEPLETE YOUR INVENTORY

If you DO NOT want to deplete your inventory DON'T SAVE the requisition. Just Print it

mceclip2.png

 

 If you accidently Save you can undo this by deleting the Requisition from Requisition Manager

 

You can see the results on your Ideal Inventory report along with any Sales Mix data.

Requisitions Journal

Use the Journal to sort by requisition name, date, product.

Like all Journals you can drag and drop the column headings to Sort and Report.



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Manual Requisitions

 

You can also create a requisition manually, item by item. This requisition can also work as a shopping cart, a production sheet, or a transfer. For example, use it to move fruit from a hotel kitchen to a hotel gym.

  1. 1. From the top left of your screen click on the 3 horizontal lines. Then click on Manage Inventory and scroll down to Requisitions:


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  2. Name your Requsition.





  3. Search for the items you want to requisition



  4. Then start adding your items and quantity:
     

 

 

  1. SAVING A REQUISITION WILL DEPLETE YOUR INVENTORY

If you don't want to deplete your inventory DON'T SAVE the requisition. Just Print it

mceclip1.png

 

 If you accidently Save you can undo this by deleting the Requisition from Requisition Manager

 

You can see the results on your Ideal Inventory report along with any Sales Mix data.

 

 

The Big Picture

Requisitions can be used for 3 things:

  • Removing items from inventory WITHOUT creating a sales transaction. Behaves similar to waste tracking in that it’s an adjustment in the ideal usage report.
  • Staging area for the shopping cart (a list of ingredients contained in the top-level recipe and in all its sub-recipes), which is itself a staging area for purchase orders. This adds ingredients to “on order”, and thence to inventory when the matching invoices are entered.
  • Staging area for prep lists (a list of prep recipes), which is itself a staging area for prep builds. This removes ingredients from inventory and ADDS prepped products back to inventory.

 

 

 

 

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