Recipe
For: People managing bills of materials and manufacturing instructions
Purpose: Understand what the Recipe module does and how it defines the raw materials and processes needed to produce a finished item
Related: Process defines the individual steps that are assembled into a Recipe. Item Master defines the raw material and finished items referenced in a Recipe. Recipes are used in production orders.
What This Module Does
The Recipe module is a bill of materials (BOM): it describes exactly what raw materials and which production processes are needed to produce one unit of a finished item. You use it to:
- Define the list of raw materials (ingredients) and their quantities required to make a finished product
- Attach the production processes (steps) that must be carried out in sequence
- Reuse the same recipe across multiple production orders so the system knows what to consume and produce
- Calculate material requirements when planning production
Each Recipe has a system-assigned code (prefix REC) and a name that must be unique within your company.
Main Features (What You Can Do)
1. Add a New Recipe
- Enter a name for the recipe and select the finished item it produces.
- Add one or more raw material lines: for each line, pick an item from Item Master and enter the quantity required per unit of output.
- Add one or more process steps: select from your Process Master to define the sequence of manufacturing operations.
- The system auto-generates a unique code with the prefix REC.
2. List and Search Recipes
- View all recipes for your company, filtered by active or inactive status.
- Search by recipe name or finished item name.
- The list is paginated and shows each recipe's code, name, finished item, and status.
3. View Recipe Details
- Open a recipe to see the full details: finished item, raw material lines (with item names and quantities), and the ordered list of processes (populated with full process details).
- Each process is shown with its name and code so you can verify the production sequence.
4. Update a Recipe
- You can change the name, raw material lines (add, remove, or change quantities), and the process list.
- The finished item can also be changed if needed.
- The uniqueness check applies on rename.
5. Activate or Deactivate a Recipe
- You can deactivate a recipe to prevent it from being selected for new production orders.
- You can reactivate it at any time.
- Deactivating a recipe does not affect production orders already created with it.
6. Delete a Recipe
- A recipe can be deleted when it is no longer needed.
- Deletion is permanent: avoid deleting recipes referenced by production orders.
7. Recipe List for Dropdowns
- When creating a production order, you select a recipe from a dropdown list of active recipes.
- The list is scoped to your company and returns only active recipes.
Summary Table (At a Glance)
| What you want to do | Where it fits in the module |
|---|---|
| Define a bill of materials | Create recipe: finished item + raw material lines + process steps |
| View all recipes | Paginated list with active/inactive filter and search |
| See recipe details | Open recipe: materials, quantities, processes populated with names |
| Change recipe contents | Update recipe: add/remove materials or processes |
| Stop using a recipe | Deactivate (existing production orders unaffected) |
| Resume a recipe | Reactivate at any time |
| Remove a recipe | Delete (permanent; avoid if referenced in production orders) |
| Pick a recipe on a production order | Dropdown of active recipes |
Important Business Rules
- Processes must exist first: All process steps added to a recipe must be defined in the Process Master beforehand.
- Items must exist first: All raw materials listed in the recipe must be defined in Item Master.
- Unique names: Recipe names must be unique per company (case-insensitive).
- Process order matters: The processes array is stored in the order you define them. This represents the production sequence.
- Deactivation is non-destructive: Deactivating a recipe does not cancel or change production orders already using it.