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Batch Production

Batch production is where your production plans become reality. Each batch is tracked with a unique ID for traceability.

Overview

When you execute a production plan, each item creates a Recipe Production (batch). The batch:

  • Consumes ingredients from inventory
  • Tracks which lots were used
  • Records the finished quantity
  • Adds completed products to inventory

Production Workflow

Production Plan Item     Recipe Production       Inventory
      ┌───┐                   ┌───┐                ┌───┐
      │   │ ──► Execute ──►   │   │ ──► Process ──►│   │
      └───┘                   └───┘                └───┘
                                │
                                ▼
                          Batch Record
                          (for tracing)

Status Flow

Each batch moves through statuses:

Status Meaning
Draft Created but not started
Processing Currently being made
Completed Finished, inventory updated
Cancelled Cancelled before completion

Executing a Batch

  1. Open your Production Plan
  2. Click Execute on an item
  3. Confirm ingredients are available
  4. Process the batch when complete

During Production

Action What Happens
Process Deducts ingredients, adds finished product to inventory
Record substitution Log when you use a different ingredient
Force production Proceed even with insufficient inventory (creates negative stock)
Cancel Stop production without inventory changes

Inventory Integration

Consumption (FIFO)

When lot tracking is enabled, ingredients are consumed in FIFO order (First In, First Out). The system:

  1. Identifies available lots
  2. Consumes oldest lots first
  3. Records which lots were used (for traceability)

Finished Goods

Completed batches add inventory:

  • Assigned a unique Batch ID
  • Recorded with production date
  • Available for use in other recipes or sale

Batches Created by Delivery

Food that goes out the door was food that got made. So when you mark a delivery
stop delivered, anything on that stop the kitchen never recorded making is
produced automatically, and its ingredients come out of inventory.

Situation What happens
The kitchen already made it Nothing — stock is never deducted twice
It was never made A batch is created and ingredients deduct
Prep and dishes both outstanding Prep is made first, so the dishes can draw it down
Not enough stock on hand The delivery still records, and stock goes negative

Note

Negative stock here is a signal, not a failure. It means the food left the
building but your counts said the ingredients weren't there — so the counts
were already wrong. Investigate with a physical count rather than adjusting the
number away.

Undoing a delivery

Un-marking a delivery only reverses batches that the delivery itself created:

  • Marked delivered by mistake — nothing was really cooked, so the batch is
    reversed and the ingredients come back.
  • Delivery failed on the road — the food was still cooked, so its batch
    stands. Only the drop-off is undone.

Substitutions

If an ingredient isn't available, you can substitute:

  1. Select the substitute ingredient
  2. Enter a reason for the substitution
  3. The substitution is recorded for traceability

Warning

Substitutions may affect allergen information. Review allergens when substituting ingredients.

Next Steps

Last updated: August 25, 2026

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