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Adding Stock Locations to Ingredients and Recipes
Updated

Purpose

The purpose of this article is to outline the steps to add stock locations to ingredients and recipes
within the Kitchen Management System for Kafoodle services. 

  • Please Note: This process requires account permissions of at least a Business Group Administrator account. Please confirm your account permissions before beginning.

 

Process

  1. Log into the Kitchen Management System and click the Home button.
    Kafoodle - KMS Home.png
  2. Review the existing Stock Location settings configured by the client or onboarding team.
    Kafoodle - KMS Stock Locations.png
  3. Use the +Add location button to add Stock Locations.
    • There is no limit to the number of Locations you can add this way.
    • Click the blue checkmark Save button to save changes.
      Kafoodle - KMS Stock Locations Add New.png
  4. Navigate to the Ingredient you wish to add a Stock Location for. Click Ingredients, then the ingredient you wish to edit, then add or change the Stock Location.
  5. Navigate to the Recipe you wish to add a Stock Location for.
    Kafoodle - KMS Recipe.png
    • Click the blue Edit button, then change Stock Location using the drop down menu.
      Kafoodle - KMS Recipe Edit.png
      • If you encounter a validation error, check if the ingredients in the recipe are
        shared with the current site.
        Kafoodle - KMS Recipe Edit validation Error.png

  6. To edit multiple selections in bulk for Stock Location, Export the items to change in a .csv file.
    Kafoodle - KMS Recipe Export.png
  7. Select the 'From source' and 'Re-use settings' fields to limit your export to only the Recipes or Ingredients you wish to bulk change, then click Export.
    Kafoodle - KMS Recipe Export form input.png
  8. Open the .csv file and input your Stock Location in the array in the exact text as shown in the software. (Reminder: this input is case sensitive; "Walk In fridge")
    • The default number of columns for the array is 5. If the KMS has made custom additional columns, these must match based on your system.
    • Save your changes to the .csv file.

  9. Next, select Import from the top dropdown selector.
    Kafoodle - KMS Recipe Import.png
  10. Choose the .csv file for import using the "Choose File" button. Select the "Import to" location to match the list you want to import to.
    Kafoodle - KMS csv file Import.png
  11. Once the Import is complete, open Advanced Settings and adjust header rows to start from row 1 and data rows from row 2.
  12. Select Apply Configuration.

  13. Use the button Dummy run to test run the import if desired. Use the button Run the full import to start the Import when ready.