Prerequisites
- Finished good or WIP output item exists in Inventory.
- Ingredient and packaging component items exist.
- Units and conversions are configured in Settings and roles.
- Production manager has permission to manage recipes.
Recipe lifecycle
| Status | Meaning |
|---|---|
| Draft | Work in progress. Not ready for live production. |
| Active | Approved version available for scheduling. |
| Archived | Historical version kept for traceability but not used for new runs. |
Create a recipe
- Create or select the output item.
- Add recipe code and name.
- Set planned yield quantity and yield unit.
- Add ingredient and packaging components with quantity and unit.
- Review availability and cost assumptions.
- Activate the version that production should run.
Operating rules
- Do not edit an old recipe version to rewrite production history.
- Archive old versions and activate a new version when the formula changes.
- Keep component types clear: ingredients and packaging behave differently in review and costing.
- Do not schedule production from a recipe until components and units are complete.
Common recipe issues
- Recipe does not appear in production: confirm it has an active version.
- Output item is unavailable: create a WIP, packaging, or finished good item first.
- Component cannot be selected: create the item and confirm it is a valid component type.
- Production shortages appear immediately: verify component quantities, units, and available lots.