BirchStreet Systems



-----------------------

Recipe Key Concepts

BirchStreet Recipe Management Application is made up of several key concepts and activities:

✓ There is a base, otherwise known as the Recipe Library, of over 3,500 USDA ingredients with over 15,000 preparations already in the system

✓ Recipe Library Ingredients will be linked to suppliers at each hotel to derive real-time local recipe costing

✓ These ingredients and any new ones created, otherwise known as Recipe Ingredients, will be added to Recipes and Sub-Recipes

✓ Any new Recipe Ingredients will be linked to the Recipe Library Ingredients to pull nutritional information up to the recipe.

✓ Recipes will be combined with other Recipes or Ingredients to create Dishes

✓ Dishes will be combined to create Menus

✓ These Menus can be categorized for reporting and for tracking menu usage statistics

Link New Recipe Ingredients to Recipe Library Ingredients

LINKING INGREDIENTS PER RECIPE

[pic]Use this feature if you free formed ingredients in to the Recipe Creation screen and your ingredients are listed in red.

1. Take the steps listed in the Searching for Recipes/Dishes topic

2. Once your recipe or dish is on the Recipes or Dishes tab, click Edit Recipe

3. Click the Edit link next to the Ingredient

4. Click the Library Ingredient lookup

5. Search for and select the correct library ingredient

6. Click OK

7. Repeat these steps for all ingredients in red.

8. Once your ingredients are all linked, click the Save button

LINKING MULTIPLE INGREDIENTS AT ONCE

[pic]Use this feature if you just want a full list of all unlinked ingredients. This will allow you to link multiple ingredients to a library ingredient and define the conversion between the recipe UOM and the supplier’s UOM.

1. Click the Link Ingredients tab

2. Ensure the Show unlinked recipe ingredients radio button s selected

3. Click the checkbox next to the items of your choice.

4. Click the Set Supplier button

5. On the pop-up, use the lookup to search for and select the supplier

6. Click the Set Supplier button

7. Click Save on the screen

8. When the screen refreshes, you will need to reselect each item individually and complete the following fields:

a. Search for or enter the Supplier SKU

b. Enter the Measure case by as either a “W” for weight or “V” for volume

c. Enter the Case wt UOM field with the correct weight UOM OR

d. Enter the Case volume UOM field with the correct volume UOM

e. Based on whether you entered a volume or weight UOM, either Enter the Case weight qty number OR

f. Enter the Case volume qty number

9. Click Save

Creating Recipes/Sub-Recipes

1. Start on the Menus Tab

2. Click the Create Recipe button

3. Complete the following for each of the screen sections:

RECIPES

1. Required Fields (marked with [pic])

a. Recipe Name

b. Serving Size

c. Serving UOM

d. Number of Servings

e. Recipe Categories

2. Additionally fill out the optional fields as necessary

INGREDIENTS

1. Required Fields (marked with [pic])

a. Quantity

b. UOM

c. Ingredient OR

d. Library Ingredient Lookup

[pic]Use the Library Ingredient Lookup to look up a USDA ingredient already in the system or even other recipes to add as a sub-recipe. For example, add Caesar Salad dressing as a sub-recipe, to your Caesar Salad recipe.

Use the Ingredient field to free-form the ingredient. If you use the Ingredient field, you will need to later take the steps listed in the Link Ingredients to Ingredients in the Recipe Library

2. Additionally fill out the optional fields as necessary

METHOD

1. Use this section to copy and paste already created preparation instructions or procedures

CRITICAL DETAILS

1. Use this section to add critical notes above and beyond the normal preparation

NUTRITION

1. This section automatically populates based on the ingredients added to your recipe and will be shown after your recipe is saved

Additional Activities

1. Add a picture by clicking the Add Image button once the recipe has been saved

2. If the recipe has already been saved you can use the Nutrition button to see a printout of the nutritional values

3. Use the Recipe Card to print out the recipe

Finalizing the Recipe

1. Once your recipe is complete, click the Submit button.

[pic] BirchStreet Recipe Management Application Quick Guide

Basic Tasks

|Tasks |Where to Go |

|Creating |Menu Tab ( Create Recipe |

|Recipes/Sub-Recipes | |

|Creating Ingredients |Link Ingredients Tab ( |

| |Add Ingredient |

|Link New Recipe |Ingredient Library ( Edit |

|Ingredients Recipe |Link |

|Library Ingredients | |

|Activating & |Dish/Recipe Tab ( My New |

|Deactivating Recipes |Dishes ( Select from drop |

| |down |

|Searching for Recipes |Menu Tab |

|Viewing/Printing Recipes|Recipes Tab ( Print/View |

| |or Recipe Card |

|Using RecipePad | . |

| | |

| |Or |

| |Recipes Tab ( RecipePad |

|Scaling Recipes |Recipe Cost Tab |

|Linking Ingredients to |Menu ( Recipe ( Link |

|Suppliers |Ingredient to Supplier |

|Linking Recipe |Link Ingredients Tab ( |

|Ingredients to |Add Ingredient |

|Ingredient Library | |

|Costing Recipes |Recipe Costing Tab |

|Tracking Menu Usage |Menus Tab ( Menu Usage |

|Copying Recipes |Recipe Costing Tab ( Save |

| |As |

[pic] BirchStreet Recipe Management Application Quick Guide

Linking Ingredients to Suppliers

[pic]Linking ingredients to a supplier must be completed before ordering of recipe supplies can be done.

LINKING MULTIPLE INGREDIENTS AT ONCE

[pic]Use this feature if you just want a full list of all unlinked ingredients. This will allow you to link multiple ingredients to a library ingredient and define the conversion between the recipe UOM and the supplier’s UOM.

1. Click the Ingredient Library tab

2. Ensure the Show unlinked recipe ingredients radio button s selected

3. Click the checkbox next to the items

4. Click the Set Supplier button

5. On the pop-up, use the lookup to search for and select the supplier

6. Click the Set Supplier button

7. Click Save on the screen

8. When the screen refreshes, you will need to reselect each item individually and complete the following fields:

a. Search for or enter the Supplier SKU

b. Enter the Measure case by as either a “W” for weight or “V” for volume

c. Enter the Case wt UOM field with the correct weight UOM OR

d. Enter the Case volume UOM field with the correct volume UOM

e. Based on whether you entered a volume or weight UOM, either Enter the Case weight qty number OR

f. Enter the Case volume qty number

9. Click Save

Searching For Recipes/Dishes

1. Click the Menus tab

2. Click the Advanced Search button

3. Click the Recipe/Dish name checkbox

4. Select Like from the Filter Type drop down

5. Enter part of the name of your recipe in the Filter Type 1 text box

6. Click Search

7. When the Recipe or Dish appears, select the one you need

8. Click Load Dish

9. Your Recipe or Dish will be on the Recipes tab or Dish Tab

[pic]If you can’t find your recipe, only type part of the name in case of misspelling. Also change the “Search Within” option at the top of the screen is set to “Both”, just in case your recipe is inactive.

Creating Library Ingredients

[pic] There are over 3,500 USDA ingredients already available in the system!

1. Take the steps listed in the Searching for Recipes/Dishes topic

2. Once your recipe or dish is on the Recipes or Dishes tab, click Recipe Card or Print/View

3. Complete the following for each tab:

INGREDIENT CREATION

1. Required Fields (marked with [pic])

a. Ingredient Name

b. Ingredient Search Description

2. Complete all other fields as necessary

[pic]Reference Cost will provide a way of providing a recipe or dish cost until ingredients can be linked with their supplier items.

PREPARATION

1. Click Add Row

2. Select the Recipe UOM

3. Additionally fill out the optional fields as necessary

Finalizing

1. Once your ingredient is complete, click the Save button

Adding Recipe Images

DURING CREATION OF RECIPE

1. Take the steps listed in the Creating Recipes/Sub-Recipes topic

2. Once finished click Save

3. Click the Reload icon [pic]

4. Click the Attach Image button

5. Click the Browse button to search for the image on your computer

6. When you find the image, double-click it

7. Click Submit

AFTER RECIPE IS CREATED

1. Take the steps listed in the Searching for Recipes/Dishes topic

2. Once your recipe or dish is on the Recipes tab, click Main Image

3. Click the Browse button to search for the image on your computer

4. When you find the image, double-click it

5. Click Submit

Activating & Deactivating Recipes/Dishes

ACTIVATING

1. Start on the Menus Tab

2. Click the Activate button

3. Click Generate List

4. Click the checkbox next to the recipe

5. Click the Set Item to Active button

6. Click OK to the pop up confirmation

7. Click Close to close the screen

[pic]Once you Activate a recipe, you will not be able to make any edits to it unless you deactivate it first using the Deactivate button on the Recipes or Menus buttons.

DEACTIVATING

1. Take the steps listed in the Searching for Recipes/Dishes topic

2. Once your recipe or dish is on the Recipes or Dishes tab, click the Deactivate button

3. Click Generate List

4. Click the checkbox next to the recipe

5. Click the Set Item to Active button

6. Click OK to the pop up confirmation

7. Click Close to close the screen

Adding Step by Step Instructions to Recipes

1. Take the steps listed in the Searching for Recipes/Dishes topic

2. Once your recipe is on the Recipes tab, click the Step by Step button

3. Enter the Step Number

4. Enter the Prep Instructions

5. Enter the Prep Time (in minutes)

6. Repeat for each step

7. Once completed, click Update

[pic]Once you click Update, you can select an instruction by checking the box then clicking the Attach Image button to add an image for each step.

[pic] BirchStreet Recipe Management Application Quick Guide

Viewing/Printing Dishes

1. Take the steps listed in the Searching for Recipes/Dishes topic

2. Once your dish is on the Dishes tab, click Recipe Card or Print/View

3. To print the recipe or dish, click the Print button at the top of the screen

4. Alternatively use the Recipe Pad button to view the dish. This will display the dish using the iPad format.

Viewing or Printing Recipes/Dishes

DURING CREATION OF RECIPE

1. Take the steps listed in the Creating Recipes/Sub-Recipes topic

2. Once finished click Save

3. Click the Reload icon [pic]

4. Click the Recipe Card button, then click Save

AFTER RECIPE IS CREATED

1. Take the steps listed in the Searching for Recipes/Dishes

2. Once the recipe or dish is on the Recipe or Dish Tab, click the Recipe Card or Print/View button

3. Click Print

Copying Recipes or Dishes

[pic]You can copy a corporate recipe and make a local hotel version that is slightly modified to meet the hotel needs.

1. Click the Recipe Cost Tab

2. Click the Advanced Search button

3. Click the Recipe/Dish name checkbox

4. Select Like from the Filter Type drop down

5. Enter part of the name of your recipe in the Filter Type 1 text box

6. Click Search

7. When the Recipe or Dish appears, select the one you need

8. Click Load Dish

9. Once your recipe or dish is on the Recipe Cost tab, Click the Save As button

10. Enter a Dish/Recipe Name

11. Click Save As

12. Your recipe or dish will be listed on the Recipe Cost tab in a New status

13. While it is in the new status, it can be edited as needed using the steps listed in the Editing New Recipes or Dishes topic

14. Once editing has been finalized, you must submit the recipe or dish using the Submit button on the Recipe Costing Tab or from the Recipe Creation Screen or the Dish Creation screen.

15. As a final step, the recipe or dish must be Activated using the Activate button on the Menu tab

Scaling Recipes

[pic] There are over 3,500 USDA ingredients already available in the system!

1. Click the Recipe Cost Tab

2. Click the Advanced Search button

3. Click the Recipe/Dish name checkbox

4. Select Like from the Filter Type drop down

5. Enter part of the name of your recipe in the Filter Type 1 text box

6. Click Search

7. When the Recipe or Dish appears, select the one you need

8. Click Load Dish

9. Once your recipe is on the Recipe Cost tab, enter the number of servings for which you need to scale the recipe in the Scal to # of Servings box

10. Click Recalculate

11. The Scale qty and Scale ext cost will automatically be updated in the grid to reflect the scaled amounts

Adding Allergens and Intolerances

[pic]Allergens and Intolerances roll up to the recipe based on what was checked off for the ingredient in the Ingredient Library.

AFTER RECIPE OR DISH IS CREATED

1. Take the steps listed in the Searching for Recipes/Dishes topic

2. Complete the following two areas of the Nutrition Section:

a. Allergens

b. Intolerances

3. Once finished click Save

4. Click the Reload icon [pic]

5. Click the Recipe Card button to confirm the correct Allergen and Intolerance boxes are checked.

6. Click Close

7. Click the Allergens/intolerances have been verified checkbox to confirm you have reviewed and confirmed the information.

8. Click Save

Adding Notes to Recipes

1. Click the Recipe Cost Tab

2. Click the Advanced Search button

3. Click the Recipe/Dish name checkbox

4. Select Like from the Filter Type drop down

5. Enter part of the name of your recipe in the Filter Type 1 text box

6. Click Search

7. When the Recipe or Dish appears, select the one you need

8. Click Load Dish

9. Once your recipe is on the Recipe Cost tab, click the Notes button

10. Enter the notes in the Notes field

11. Select Recipe from the Note Type drop down

12. Click Save

13. The note will be saved in the list on the left for future editing or review.

14. Click Close

[pic]Once you click Update, you can select an instruction by checking the box then clicking the Attach Image button to add an image for each step.

Using RecipePad for iPad

[pic]Recipes and Dishes can be viewed on the iPad for easy use

LOGGING IN

1. Enter in your browser’s URL and click Enter or Go

2. Click the Login Button

3. Select your company from the Select Marketplace drop down

4. Enter your Username you normally use for BirchStreet

5. Enter your Password you normally use for BirchStreet

6. Click Login

SEARCHING FOR RECIPES OR DISHES

1. Enter a Title, Keyword, or Ingredient

2. Click the Search Local or Search Global button

3. Thumbnails will appear with recipes or dishes matching your description

4. Click the thumbnail for the recipe of your choice.

SCALING RECIPES OR DISHES

1. Once a recipe is loaded, click the Scale button

2. Enter the number of servings in the How many servings… box

3. Click Calculate

LOADING PHOTOS AND VIDEOS

1. Once a recipe is loaded, click Photo or Video button

[pic] BirchStreet Recipe Management Application Quick Guide

Editing Recipes

[pic]Recipes can only be edited while they are in a “New” status. If you are not able to edit your recipe, it is either a Corporate recipe or you need to deactivate it using the steps in the Activating & Deactivating Recipes/Dishes topic.

EDITING RECIPES IN A NEW STATUS

1. Click the Recipes tab

2. Select the recipes drop down which defaults to All Recipes

3. Select the appropriate filter option to view your new recipe.

4. Use the Search column drop down to further refine your search (typically by recipe name)

5. Once the recipe appears, click the radio button to select the recipe

6. The following steps can be performed directly on the Recipes tab:

a. Adding an Image using the Main Image button

b. Adding step by step instructions using the Step by Step button

c. Confirming the accuracy of the recipe ingredients by using the Recipe Card button

d. Confirming accuracy of costing by using the Cost button

7. The following can be modified by using the Edit Recipe button on the Recipes tab:

a. Recipe Name

b. Serving Size

c. Serving UOM

d. Number of Servings

e. Recipe Categories

f. Prep & Cook times

g. Adding/Removing Ingredients

h. Linking Ingredients to Library Ingredients

i. Cooking method (free form field which can be formatted)

j. Critical details

k. Verify nutritional information

8. Once editing has been finalized, you must submit the recipe or dish using the Submit button on the Recipe Costing Tab or from the Recipe Creation Screen or the Dish Creation screen.

9. As a final step, the recipe or dish must be Activated using the Activate button on the Menu tab

Costing Recipes

[pic]You can use the system to help determine the selling price of a dish.

Ex: To make an 80% profit on a dish that costs $4.37, take the following steps.

1. Click the Recipe Cost Tab

2. Click the Advanced Search button

3. Click the Recipe/Dish name checkbox

4. Select Like from the Filter Type drop down

5. Enter part of the name of your recipe in the Filter Type 1 text box

6. Click Search

7. When the Recipe or Dish appears, select the one you need

8. Click Load Dish

9. Once your recipe is on the Recipe Cost tab, you will see your cost just below the Recipe name. This is the “per serving” cost.

10. Enter the desired percentage cost in the Cost % field

11. Click Recalculate

12. The Selling price field will update to the appropriate percentage compared to the price.

[pic]In this example the “Selling Price” will be automatically calculated higher than the “Cost” field by 80%.

[pic]The ingredient cost comes from one of two places:

1. Reference Cost field on the Create Ingredient screen if the ingredient hasn’t been linked to the hotel’s supplier yet.

2. If the ingredient has been linked to a supplier, the ingredient cost comes from the supplier’s item price OR the last received price if the item is a non-catalog item (for Punchouts, SOTF’s, and Hotel Vendors)

[pic]If you already have your recipe loaded on the Recipes Tab, you can click the Cost button to be re-directed to the Recipe Cost tab.

[pic]If you want to see the total recipe cost, click the Print/View button. The total cost and per serving cost is located in the lower right corner of the printout.

What If Analysis

1. Click the Recipe Cost Tab

2. Click the Advanced Search button

3. Click the Recipe/Dish name checkbox

4. Select Like from the Filter Type drop down

5. Enter part of the name of your recipe in the Filter Type 1 text box

6. Click Search

7. When the Recipe or Dish appears, select the one you need

8. Click Load Dish

9. Load the recipe you wish to perform the analysis on the Recipe tab

10. Click the What If button

11. Using the What If tab, make changes to the recipe to see how they would affect cost

12. To save changes, click Save As

13. Give the new recipe a name

14. Click Save As

15. Click the Recipe tab to see the recipe in a new status.

[pic] BirchStreet Recipe Management Application Quick Guide

Creating Dishes

1. Start on the Dishes Tab

2. Click the New Dish button

3. Complete the following for each of the screen sections:

DISH

1. Required Fields (marked with [pic])

a. Dish Name

b. Dish Categories Lookup

2. Additionally fill out the optional fields as necessary

a. Profit Margin

b. Selling Price

c. Dish Categories

d. Prep Time

e. Cook Time

f. Nutritional Information has been Verified

INGREDIENTS

1. Required Fields (marked with [pic])

a. Quantity

b. UOM

c. Library Ingredient Lookup

[pic]Use the Ingredient Lookup to look up either an Ingredient or a Recipe.

2. Additionally fill out the optional fields as necessary:

a. Preparation

b. Sequence

METHOD

1. Use this section to copy and paste already created preparation instructions

CRITICAL DETAILS

2. Use this section to add critical notes above and beyond the normal preparation

NUTRITION

2. This section automatically populates based on the ingredients added to your dish and will be shown after your dish is saved

Additional Activities

4. Add a picture by clicking the Add Image button once the dish has been saved

5. If the dish has already been saved you can use the Nutrition button to see a printout of the nutritional values

6. Use the Recipe Card to print out the dish

Finalizing the Recipe

2. Once your dish is complete, click the Submit button.

Create Menus

1. Check the Hide Menu checkbox to unhide the menu

2. Click the Recipe link on the left

3. Click the Menu link

4. Enter a Menu Name and Description (EX: your outlet name)

5. Enter a Sort Order to control the order in which the menus appear on the Menu tab

6. Change the Menu Type = Private if this is to be a hotel level menu or leave it set to Marketplace if this is to be a corporate level menu

7. Leave the Publish checkmark checked if this menu should be available immediately for associating to Dishes and Recipes

8. Click Save

[pic]Example:

Menu Name = Main Restaurant

Menu Categories must also be created to correspond to these menus. For example:

Main Restaurant

- Breakfast Menu

- Lunch Menu

- Dinner Menu

These steps are covered In the Create Menu Categories topic

Adding Dish Images

DURING CREATION OF DISH

1. Take the steps listed in the Creating Dishes topic

2. Once finished click Save

3. Click the Reload icon [pic]

4. Click the Attach Image button

5. Click the Browse button to search for the image on your computer

6. When you find the image, double-click it

7. Click Submit

AFTER DISH IS CREATED

1. Take the steps listed in the Searching for Recipes/Dishes topic

2. Click Save

3. Once your recipe or dish is on the Dishes tab, click Main Image

4. Click the Browse button to search for the image on your computer

5. When you find the image, double-click it

6. Click Submit

Menu Usage

1. Click the Menu tab

2. Click the Menu Usage button

3. Use the lookup to find and select the Menu

4. Click the checkbox next to the dish you wish to track

5. Enter the Sales Date

6. Enter the Quantity Sold

7. Click Update

[pic]Once Menus and Categories are created, Dishes can be categorized. These pre-requisite steps are required for Menu Tracking.

Categorize Recipes to a Menu

1. Click the Recipe Cost tab

2. Click the Advanced Search button

3. Click the checkbox next to Recipe/Dish name

4. Once your recipe is on the Recipe Cost tab click Categorize

5. Use the Menu ID lookup to locate the Corporate Menu

6. Use the Dish ID lookup to locate the Corporate Recipe or Dish

7. Use the Menu Category ID lookup to locate the Corporate Menu Category

8. Click Save

[pic] Menus created by either Corporate or a hotel admin. This must be done ahead of time.

Create Menu Categories

1. Check the Hide Menu checkbox to unhide the menu

2. Click the Recipe link on the left

3. Click the Menu Categories link

4. In the drop down in the upper left corner, select the desired Menu name (EX: Main Restaurant)

5. Use the Menu ID lookup to find the same desired Menu name (EX: Main Restaurant)

6. Enter a Category name

7. Add a Category description if desired

8. The Category sort value will default to the Category name. This is a field that drives the sort order in which the menu categories will appear on the Menu Tab. If you wish a different sort order, enter a numeric or other value.

9. Click Save

[pic] BirchStreet Recipe Management Application Quick Guide

................
................

In order to avoid copyright disputes, this page is only a partial summary.

Google Online Preview   Download