Overview

Batching is a way to take some Products and use them to create something new that you sell. For instance, a cake. You would take your inventory products of flour eggs sugar and butter to form a batch called cake which you would sell. Each time you create a batch it takes the relevant amount of products from inventory and adds an inventory amount to the product called cake. 

When you sell the cake then it will also be removed from inventory. 

Batch Inventory

For the setup example we will use spicy mayo.

1. Go into the Back Office > Inventory > and create 2 new products called “Mayo” and “Sriracha”

2. To keep thigs simple, have all the product units as Fluid Ounce

3. Now create a third product called “Spicy Mayo Batch”. 

This is the product that will be created when you mix the Mayo and Siracha together. The ingredients are costed at $1 per Fl oz so the batch will also cost $1 per Fl oz. you will have to calculate the proper cost of the batch depending on the batch recipe and item cost

It is a good idea to create a supplier called “Internal batch” for this product

4. Next, we need to create a batch item. This is a special item type that you will sell to tell the system that you have made a batch.
   

Go to the Front End > Control Panel > Menu Items > Click on the category where you want the batch item > Click on an empty space

It is good practice to create a new category for the batching on one of the screens you do not normally use. You can then keep all of the batch items in one place and not sell them accidently. 

5. Tick the box labeled Batch Inventory

6. This will remove lots of the options from the item 
   

7. Enter “Spicy Mayo Batch” for the name

8. Choose an inventory Item. This is the inventory product that will have a positive inventory adjustment when this batch item is sold.  In our case “Spicy Mayo Batch”

9. Choose a Unit and an Amount. This is how much will be added to the Inventory Item/Product each time a batch is made. I have chosen 10 Fluid Ounces. 

10. Save

11. Next we need to create a recipe for the Batch so the system knows how much of what product to remove from inventory when the batch is made.

12. Go to Inventory  > Setup > Item Recipes > Find Spicy Mayo Batch > Click on the Pencil Icon to edit >

12. Enter the amount that will be removed from Inventory when a batch is created. I have chosen 8oz of mayo and 2oz siracha

13. Create a Menu Item for the finished product. Not the spicy mayo batch, just “Spicy Mayo”. Then add the inventory product of “Spicy Mayo Batch” in the recipe for “Spicy Mayo)

14. When you make a batch of spicy mayo you need to put that batch through the till to make the proper adjustments to the inventory. Create an order > Add Spicy Mayo Batch to the order > check out as normal

15. If you run a calculate on hand you will now see the spicy mayo batch has been increased whilst the mayo and Sriracha have decreased

When you sell a batch and run “Calculate on Hand” the system will create a purchase order for the batch

You can see this purchase order in Data Mining >  Inventory Reports > Purchase Order Report

Finally when you sell the Spicy Mayo product it will decrease the Spicy Mayo Batch. 

When you create the batch it takes all of the items needed to make that batch out of inventory. If you do not manage to sell the product created from the batch before it goes out of date then you will have to waste it as you would normally

Quick Reference Instructions

The Menu Item which is sold to create a Batch is called “Spicy mayo Batch”

The Sale Item to sell the product created once the batch is made is called “Spicy Mayo”

The Inventory Product which represents the Batch is called “Spicy Mayo Batch”

The Inventory Products which go in to making the batch are called “Mayo” and “sriracha”

1. Create a supplier called “Internal Batch”

2. Create a category called “Batching” on an unused category screen

3. Create Inventory Products for the ingredients within the batch (Mayo and sriracha)

4. Create an Inventory Product for the actual Batch (Spicy Mayo Batch)

5. Create a Menu Item for the batch itself in the Batching category. (This is what will be sold so create the batch) Special Item type of Batch Inventory) Link this to the Batching Product of Spicy Mayo Batch. Set the amount that will be added to the batching product when the batch is made

6. Create a Menu Item to sell the product created when the batch is made “Spicy Mayo” Use the “Internal Batch”

7. Create a recipe for the batch itself. Create the recipe on the Menu Item of “Spicy Mayo Batch” the recipe products will be Mayo and Sriracha

8. Create a recipe for the Item that sells the product you create when you make the batch. Create the recipe on the Menu Item of “Spicy Mayo”, the Inventory Products in the recipe will be “Spicy Mayo Batch”
   

Selling Spicy Mayo Batch will remove inventory from “Mayo” and “Sriracha” whilst adding inventory to the “Spicy Mayo Batch” product

Selling Spicy Mayo will remove inventory from “Spicy Mayo Batch”

When you create the batch it takes all of the items needed to make that batch out of inventory. If you do not manage to sell the product created from the batch before it goes out of date then you will have to waste it as you would normally

you would normally