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Step-by-Step Guide to Using reciProfity

  • Updated

Welcome to reciProfity!

We're excited to have you on board! This guide will help you get started with reciProfity, ensuring you can efficiently manage your ingredients, recipes, and inventory.

Understanding how reciProfity works will enhance your experience and minimize any frustration. Once you’re familiar with the process, you’ll be able to upload your data and start working on your food costing with ease.

reciProfity Pricing Tiers

reciProfity offers multiple pricing tiers, each one adding more features to meet the needs of different business sizes and operational complexity. These tiers build upon each other in the following order:

  • Agile (Free Tier): Basic food costing and recipe management, limited to 10 recipes.
  • Aware: Everything in Agile, plus nutrition, allergens, and import order guides.
  • Analyzer: Everything in Aware, plus inventory control.
  • Multi-Outlet: Everything in Analyzer, plus multi-unit features.

These tiers are referenced throughout the Knowledge Base to clarify which features apply to which plan. Many articles include an indicator at the top that looks like this:

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

If you see that a tier is crossed out, it means the feature discussed is not included in that tier.

reciProfity Setup Guide: Core vs. Advanced Setup by Plan

Core Setup

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

These features are available to all users. The Agile plan (our free tier) includes these features but is limited to 10 recipes. If you exceed that limit, some features may be restricted or behave differently.

Follow the steps below in the order listed to set up reciProfity correctly:

  1. Set Up Ingredients: Learn how reciProfity uses pack sizes to cost recipes accurately.

  2. Import Order Guides: Populate your ingredients with data from your order guides.

  3. Set Up Conversions: Understand how to convert measurements and quantities.

  4. Enter Recipes: Understand how to enter prep recipes, serving recipes, and cycle menus in reciProfity.

Advanced Setup

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

These features are only available to users on the Analyzer or Multi-Outlet plans.

Follow the steps below in order to set up reciProfity correctly:

  1. Record Invoices: Receive invoice data into reciProfity to maintain accurate and up-to-date costs and inventory. 

  2. Import Sales Data: Integrate your sales mix to gain insight into what's making money, and what's costing money.

  3. Track Waste: Monitor and record waste to optimize costs.

  4. Conduct Inventory Counts: Perform inventory counts regularly.

  5. Create Purchase Orders: Generate purchase orders efficiently to help keep track of your orders.

  6. Use the Shopping Cart to Create Purchase Orders: Order products from one place and let reciProfity create purchase orders based on preferred vendor and price.

  7. Run Inventory Reports: Generate reports on actual usage, ideal usage, variance, and on-hand inventory

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