How do I utilize and manage the Recipe Book?

This article shows users how to fully utilize the Recipe Book.

 

Overview

The Recipe Book feature allows users to create recipes, build prepped items, add instructions, and much more. Additionally, uses can even upload an image of the final recipe to aid in training and consistency. Most Menu Item recipes will call for the use of prepped items. With Recipe Book, you can create all your recipes in one place.

Navigation

All actions for the Recipe Book feature begins by navigating to:

Operations > Recipes > Recipe Book

Creating Recipes - All Items

  1. Click the All Items side tab. This should be the default landing page.

  2. Click + Add Recipes to start creating a recipe.

    1-2. All Items_Add Recipes.png
  3. Enter the Recipe Name.

    1. The recipe name should be a name your staff is familiar with and is commonly used in the restaurant.

  4. Enter a Recipe Description.

    1. The description will be your restaurant’s unique description or any important points of interest about the Menu Item.

      1. You can add additional notes and steps later in the setup.

  5. Select the Recipe Type.

    1. For prepped recipes, select Prepped recipe type.

    2. For a full Menu Item, select Menu Item recipe type.

      1. The steps will be different per Recipe Type.

  6. Click Save and Continue to build out the recipe.

    1. Select Add Another to continue adding recipe names and descriptions and revisit the recipes later.

      3-6. Recipe name_description_type_save_continue.png

       

 

Build Prepped Items

Most Menu Item recipes will call for the use of prepped items. With Recipe Book, you can create all your recipes in one place. Start creating prepped item recipes before creating Menu Items to save time when building out Menu Items. To begin creating a prepped receipt from the Recipe Book:

 

  1. Select the Prepped Item tab.

  2. Click Add Recipes.

  3. Enter the Recipe Name and Recipe Description.

  4. Select Prepped Item as the Recipe Type.

    1. Prepped recipe steps will be different than creating a Menu Item. 

  5. Click Save and Continue.

    1-4. Prepped Item Creation.png
  6. Upload an image by clicking Add Image.

    1. Follow your device’s uploading process.

      Add Image.png
  7. Enter all pertinent information.

    1. Ingredient(s)

    2. Amounts (AMT)

    3. Measurement

    4. Yield

    5. Utensil

    6. Prep and Cook Times, etc.

    7. Steps. Users can drag & drop the steps in order.

  8. Click Publish and Integrate.

    Prepped Item Blank Form.png

     

    1. Prepped Items will require the user to input the:

      1. Recipe Measure

      2. Recipe Multiplier

      3. Inventory Measure

      4. Product Type

      5. Comments, if needed.

    2. Then click Save.

      Prepped extra measure_save_all.png

 

When using Prepped Items as ingredients in other prepped items, some prepped recipes will call for using a prepped item as an ingredient. Recipe Book allows you to use different measurement types to convert one measurement into another when logical.

If choosing a new measurement type for a prepped ingredient, pay attention to the original measurement type to ensure the qty of the new measurement is the correct amount of product going into your recipe. 

Add Ingredient(s)

  1. To add ingredients select the Ingredient drop-down option.

  2. Scroll or Search to see a list of results.

  3. Select the Ingredient to add.

  4. Enter the Amount (AMT) of that ingredient.

 



Select Measurement

  1. After the Ingredient is selected and the Amount (AMT) is entered, select the Measurement from the drop-down.

Decision Logic provides a host of options to select from. Uses can continue to Add Ingredients and select the additional Amounts and Measurements for each ingredient added.

 



Remove Ingredients

  1. To remove an ingredient from the recipe, select the X next to the ingredient you wish to remove.

 

 



Add instructions

  1. Select the Text Box to begin adding instructions.

  2. Enter instructions for the first step of the recipe.

  3. Add additional steps by selecting + Add Instruction.

Continue to add more instructions until all recipe steps have been entered. 

 

 

 

Change the order of instructions

Users can change the order of instructional steps by dragging and dropping the text boxes up and down.

Drag and Drop Steps.png

Remove Instructions

  1. Click the X next to the step to remove it from the list of instructions.

Remove step.png



Add utensils 

  1.  To add utensils to the recipe, select the Utensils text box.

    1. A drop-down list of available utensils will appear.

 

  1. Scroll or begin typing the utensil of choice and select from the drop-down to add the utensil to the recipe. 

  2. Repeat the process to add additional utensils.

 

Remove Utensils 

  1. To remove a utensil, click the X next to the Utensil you wish to remove. 

    1. You can also place your cursor behind the utensil you wish to remove and use the backspace key to delete it. 

Remove Utensil.png



Enter Prepped Recipe Yield and Define Times 

A yield is required for all Prepped items. This determines the amount of product that will be depleted from your on-hand inventory and from Menu Items that use the prepped recipe. 

 

  1. Enter the Yield as the total amount of product the prepped recipe will yield

    1. If there is shrink on the recipe, the yield total should be entered less the amount of shrink from the process.

  2. Define the yield Measure directly below the yield amount as the measure to be used for the entire batch. 

    1. Prep Time - enter the total time required to prep each batch. This can also include the cooking time. 

    2. Cook Time - enter the total cook time of the recipe.

    3. Reheat Time - enter the amount of time it takes to reheat the recipe.

    4. Hold Time - enter the time you can hold the product before quality expires.

    5. Shelf Life - enter the life of the product in days, hours, and minutes.

    6. Notes - enter additional notes as needed.



Yield and Additional Times.png

Publish and Integrate Prepped Item

  1. Once you have completed the recipe, select Publish and Setup Integration option.

The prepped item integration page will allow you to change the measurement type used when adding a prepped item as an ingredient in other recipes. This is not the final step. Users will need to define the:

  • Recipe Measure

  • Recipe Multiplier

  • Inventory Measure

  • Product Type

 

 

Prepped Recipe Measures

After you Publish and Integrate a prepped item, an additional screen will appear. Define the Recipe Measure to be used when adding a prepped recipe as an ingredient.

  1. Select a Recipe Measure from the drop-down that converts into the Yield Measure.

    1. Example:

      1. Yield = Oz(v)

      2. Recipe Measure = Oz(v)

      3. Inv Measure = Quart

  2. After all Measures and Comments are entered on this screen, click Save.

Recipe Measure_Prepped Item.png

Prepped Recipe Multiplier

After you Publish and Integrate a prepped item, an additional screen will appear.

  1. The Recipe Multiplier will be the correct amount of recipe units based on the Measure selected that exist in 1 inventoried unit.

    1. Example:

      1. Inventory Measure = Gallon

      2. Recipe Measure = Oz(v)  Recipe Multiplier = 128

  2. After all Measures and Comments are entered on this screen, click Save.

Recipe Multiplier_Prepped Items.png

 



Prepped Inventory Measures

After you Publish and Integrate a prepped item, an additional screen will appear. Inventory Measures determine how the prepped item is counted on your inventory sets.

  1. Define the inventory measure by selecting an Inventory Measure from the drop-down.

    1. The options will be consistent with recipe measure conversions.

  2. After all Measures and Comments are entered on this screen, click Save.

Inventory Measure_Prepped Item.png

Build Menu Item Recipes

Once you have all your Prepped Items in Recipe Book, you are ready to create the Menu Item recipes. If you don't have all the prepped items needed, you can always save a draft of the Menu Item Recipe and come back to it later after you’ve added the prepped item.

In the Menu Item Recipe form, you can add an image, add ingredients with amounts and measurements, add utensils used when preparing the recipe, and list step-by-step instructions.

  1. Start by selecting the Menu Item tab.

  2. Click Add Recipes.

  3. Select Menu Item as the recipe type.

  4. Click Save and Continue.

  5. Enter all pertinent information for all fields.

  6. Click Publish and Integrate.

 

 

 



Add Cook Time 

  1. Enter Hours and Minutes required to complete the recipe.

 



Add Notes

Notes can be added for any specifics or important notices not covered in the instruction.

  1. Add Notes by typing in the notes text box.

 



Save Drafts

After completing the recipe you can save the recipe as a Draft to visit later or Publish and Set Up integration to go live with the recipe.  Recipe Book allows one draft version to be saved per recipe. 

  1. To save the recipe as a draft, place a checkmark next to Save as Draft and select Save.

  2. A success notice will appear when the draft is saved, and the status of the recipe will be listed as Draft. 

    1. If a recipe has a draft on it, this means there are pending changes to it that have not been published to the rest of the system.

    2. The View page will show the Published version. The Edit page will display the Draft version if one exists.

    3. On the View page you will see "Preview Draft," which indicates it has a draft.

 



Search your Recipe Drafts

  1. Change the search filter to Drafts to see a list of all drafts.

 

 

Edit Recipe Drafts 

  1. To edit a prepped item or Menu Item draft, select Edit from the top right of the recipe form.

  2. Make your edits and Save or Publish and Integrate.

 



Publish and Integrate Recipes

  1. Once a recipe is complete, make the recipe available to all users by selecting Publish and Set UP integration. 

 



 

Choose Menu Category for the Recipe

  1. To set up the integration, start by selecting a Menu Category for the recipe.

This will determine which category the Menu Item will report in Decision Logic on Menu Mix reports

 

Add a New Menu Category

Navigate to:

Maintenance > Product > Menu Maintenance

 

  1. Select the Menu Items tab.

  2. Click on a Menu Item.

  3. Click Manage Categories (page zoom needs to be 100% or lower).

    Menu Maintenance_Manage Categories.png
  4. Click +Menu Category.

     

  5. Enter the category Name.

  6. Click Save and Close.

    Category New Name_Save.png

 

Once it has been added, you can then go back into Recipe Book, and it will be active for use.



 

Defining Cover Count

For clients configured to track guest count in Decision Logic by cover count, enter a Cover Count for the Menu Item. The cover count should reflect the number of guests intended to be served by this item.

This field is optional for clients not configured to track guests by cover count.

For questions on these options, contact helpdesk@decisionlogic.co 

 



 

Deactivate/Activate item

When recipes are no longer in use, you will want to use the Toggle to activate or deactivate an item.

 



 

Add Images

  1. To add an image of your recipe from your computer , click + Add Image.

  2. Follow the instructions from your device to complete the uploading process. 

 

 

 

Remove or Replace Image

  1. To remove or replace an image, select Edit on an existing recipe.

    1. This will activate the Replace or Remove options directly on the image.

      Edit Item.png

 

Replace Image

  1. Once in Edit mode, select Replace on the image.

    1. Selecting replace will open your computer's directory.

      Replace Image.png
  2. Search for and select the image you wish to upload, and follow your device’s instructions. 

 

Remove Image

  1. Once in Edit mode, select Remove on the image.

    Remove Image.png



 

Print Recipes

  1. Select a Recipe.

  2. Click Print.

    Print prepped item.png

    1. A PDF with the item name will be downloaded from your browser.

    2. Click on the file or open it from your computer to view it in your browser.

  3. Print or save the file from there.

 

Mapping Recipe Book Menu Items

Once you have created a new menu item in Recipe Book, you will want to map them in Menu Maintenance. Navigate to:

Maintenance > Product > Menu Maintenance

  1. Select the Menu Items tab.

  2. Select the Menu Item.

  3. Select the Menu Sets tab within the Menu Item itself.

    Menu Maintenance_menu items_menu sets.png
  4. Check the box next to the appropriate Menu Set.

  5. Enter the POS ID and Price.

  6. Click Save.

    Menu Maintenance_POS ID_Price_Save.png

This will enable Menu Mix reporting and Plate Cost. 

 

FAQ Recipe Book 

If you want to change the recipe measure on an ingredient for a current menu item:

Scenario One
If you are changing the ingredient Recipe Measure in Ingredient Management:

  • Then you will want to collect a list of Recipes to update.

  • This can be done in Recipe Export or in Ingredient Management.

  • Then remove the ingredient from menu items, and publish them.

  • Last you will want to go back to those menu items and add the ingredient back.

  • When adding it back you will see the new measure.

 

Scenario 2
You are not changing the ingredient Recipe Measure, but you want to be able to add the ingredient with old and new recipe measures.

  • You will want to create a prepped item that uses the new measure OZ (w) as the Yield.

  • You will then be able to use that prepped item in the recipe with that new measure.

  • With this option, you can use the ingredient both ways with OZ(v) with the raw ingredient, and you can also use OZ (w) with the prepped item.

 

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