Batches are used to create new prepared items from your existing inventory that can be used for mapping your POS Items and costing purposes.
For example, if a number of your dishes use the same tomato sauce you prepare in the venue, you can create a batch for it. You then add the batch to the POS Item of each dish that uses it. This saves you time when adding the recipes, and provides accurate costing.
You can also designate whether a specific batch is inventoried. For example, if you jar the tomato sauce to be used later, you can set the size of the item and count it during inventory.
Creating a Batch
In this example, we'll go over how to create a batch of 10" pizza dough that can be used in multiple POS Items.
To create a batch:
Click “Sales", then "Batches" on the side menu bar
Click “Create new batch”
Give the batch a title. In this example, we’ll use 10" Pizza Dough
Tip: You can click the placeholder image at any time to upload a picture of the batch item.
Next, you’ll set the yield for the batch. In other words, how much this batch creates. Enter the quantity on the left, and on the right click the drop-down menu to select a volume, weight, or unit-based measurement. In this example we've set the yield to 10 units, because we'll create enough dough for 10 pizzas
Click “Save” to create the batch
Adding Ingredients to a Batch
With the batch created, you’ll now add ingredients to it.
When adding your ingredients, you'll want to add enough to account for the yield that you set. In our example, we set the yield as 10 units of pizza dough, because that's how much we make at a time. However, we could have set the yield to 1 unit and scaled down the ingredients accordingly. The main goal is to get an accurate cost for the batch.
To add ingredients:
Place your cursor over the batch and click the pencil icon in the "Ingredients" column
A new window opens. Click into the "Search for ingredient" field
Enter the name of an item and click the matching result. In this example, we'll begin with Bread Flour.
After selecting the ingredient, enter the quantity and measurement used and click “Add”
The ingredient is added to the batch and the cost updates. Continue to add the rest of the ingredients to the batch if needed
After adding all of the ingredients, you'll see the total cost of the item, and the cost of each ingredient based on the quantity used. In this example, it costs $3.64 to create our 10 units of 10" Pizza Dough.
Note: This is the total cost based on the current costs of your items. As you add invoices and the costs of ingredients change, the cost of the batch updates automatically.
Click the "X" button to close the window. With the batch created, you’ll be able to select it when adding recipes to your POS Items
Batches as Inventory Items
If you need to inventory a batch, you can click the “Used as inventory item” checkbox. It creates an item that you can count when you next take inventory. The cost of the item is calculated automatically based on the ingredients.
After clicking the checkbox, a window opens and shows the item’s details. You can assign a category to the item or make any other changes if needed.
To learn more, please see:
You can include any preparation notes / instructions in the "Notes" section below the ingredients.
If you generate a Recipe Book PDF, all of the ingredients for the batch and instructions will be contained within. To learn more, please see:
POS Mapping with Batches
To add batches to a POS Item:
Click into the "Ingredients" column of a POS Item on the WISK Web Portal
Enter the name of the batch in the "Search for ingredient” field and click the matching result.
Tip: Batches contain (batch) at the end of the name
Enter the amount of the batch used. In this example, we’re adding 1 unit of 10" Pizza Dough to the POS Item. Then click "Add"
The “Cost” updates based on the amount of the batch added. In this example, the cost of our 10 units of 10" Pizza Dough was $3.64. Since we're using only 1 unit, the cost is $0.36 (due to rounding
You can finish adding the rest of the ingredients to the POS Item, or go to another POS Item that uses the batch and add it
Additional Batch Examples
For more examples of batches, please see: