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Making a Copy of a Master Recipe

Kevin U
  • Updated

Making a Copy of a Master Recipe

The recommended method to create a new recipe is to copy an existing master recipe as the original base and modify it as necessary, rather than create a new recipe from scratch. To make a copy of a master recipe, complete the following steps:

  1. From the left navigation sidebar, select Menus & Recipes > Recipes Listing. The Recipes Listing screen appears.
  2. Use the filters and search tool to locate the master recipe you want to copy. (To identify a master recipe, see How Do I Know if a Recipe is a Master Recipe?)
  3. Click the recipe’s name link. The recipe screen appears.
  4. Click the Copy & Save button. The Copy and Save pop-up appears (screenshot below).

    copy_and_save.png

    Note: If the Copy & Save button is not available, it indicates that the recipe is also a prepared food. A prepared food cannot be copied. 
     

  5. For the name of the recipe, remove the “Copy of” text, keep the existing name, and add a facility identifier at the end of the name so that it can be identified from the original master recipe that will still exist in the system. See the screenshot below for an example: 
     

    copy_and_save2.png

     
  6. As to the Recipe Box field:
    • If your account is a facility account, then My Recipes is the only option. The My Recipes label allows users of a facility account the ability to quickly find recipes owned by their account on the Recipe Listing screen (see Finding and Opening a “My Recipe" Recipe (for Facility Accounts) ).
    • If you are a system or corporate account, there is the option to keep the My Recipes label, which prevents it from being available to its child accounts. To have the recipe be available to child accounts, the recipe must be given another label. For example, “Entrees Poultry”, “Entrees Vegetarian”, “Sides Vegetables”. Recipe boxes can also be created by system and corporate account for their purposes (see Recipe Box Labels for more information).
  7. To copy over the recipe's extensions (i.e., substitute recipes for diet type and texture type combinations) ensure the Keep Recipe Extensions check box is selected.
  8. To copy over the recipe's fluid substitutes (i.e., substitute fluid recipes for fluid types) ensure the Keep Fluid Substitutes check box is selected.
  9. Click the Save button. The pop-up window closes, and a new browser tab opens with the newly-created recipe for you to modify as needed. Rather than repeat the instructions here on modifying a recipe, the same details can be found on the Creating a New Recipe topic (start at step 3 of the Getting Started section).

Note that for the original recipe that was copied, its copied recipes appear as links in the Related Recipes section below the recipe image. Clicking a recipe link opens the recipe in a new browser tab. 

copied_recipe_name.png

Assign the New Recipe to a Production Area

After your recipe is created, your final step is to assign the recipe to a production area for your kitchen staff. For example, a “hot” production area to prepare cooked items and a “cold” production area to prepare non-cooked items.