Article Contents

Introduction

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:

  1. Click “Sales", then "Batches" on the side menu bar

    The

  2. Click “Create new batch”

    An arrow points to the

  3. Give the batch a title. In this example, we’ll use 10" Pizza Dough

    The title of

    Tip: You can click the placeholder image at any time to upload a picture of the batch item.

  4. 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

    A quantity has been entered in the yields column, and the unit of measurement drop-down menu has been clicked.
  5. Click “Save” to create the batch

    The yield is set to 10 units, and the

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:

  1. Place your cursor over the batch and click the pencil icon in the "Ingredients" column

    An arrow points to the pencil icon in the Ingredients column.
  2. A new window opens. Click into the "Search for ingredient" field

    The

  3. Enter the name of an item and click the matching result. In this example, we'll begin with Bread Flour.

    An arrow points to the matching search result.

  4. After selecting the ingredient, enter the quantity and measurement used and click “Add”

    2 kg of Bread Flour has been selected an an arrow points to the

  5. The ingredient is added to the batch and the cost updates. Continue to add the rest of the ingredients to the batch if needed

    The Bread Flour has been added to the batch, and the cost updates to reflect this.

  6. 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.

    All of the ingredients have been added to the batch and it shows the total cost and cost per ingredient.

    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.

  7. 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.

The

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:

Preparation Notes

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:

  1. Click into the "Ingredients" column of a POS Item on the WISK Web Portal

    An arrow points to the

  2. Enter the name of the batch in the "Search for ingredient” field and click the matching result.

    An arrow points to the batched item appearing in the search results.

    Tip: Batches contain (batch) at the end of the name

  3. 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"

    1 Unit has been entered and an arrow points to the
  4. 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

    The cost has updated to reflect the batched item being added to the POS Item.

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:

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