How to create a Product Recipe?
You can create a new Product Recipe for a product manually, import using our template, or copy a recipe from another product inside Katana.
This article gives a short overview for creating a Product Recipe for a product with no variants. If you have enabled variants for a product, you can create specific recipes for each product variant. Read more detailed instructions for creating variant-specific recipes.
To create recipes manually in Katana:
1. Navigate to a Product Recipe on a product card
Product Recipe can be created for a product on a product card. Navigate to the "Items" screen, select "Products" tab from the top of the table and click on a product you wish to edit. Find a Product Recipe tab next to the General Info tab.
2. Add ingredients and quantities to the Product Recipe
You can either create a new Product Recipe for a product or copy a recipe from another product. To create a new Product Recipe, fill in the following fields:
Item (required) - you can select existing materials and products (i.e. subassemblies) to the Product Recipe or create new items by entering the item name and selecting "Create new: [item name]" from the drop-down menu. Read more about Creating a new material or product.
Quantity - insert a quantity used to manufacture one unit of the product. Unit of Measure for the selected item is set on the item card.
Notes - you can add any notes or comments to ingredients. Notes can be added in the default recipe on the product card and will be displayed on a Manufacturing Order for the product.
Stock Cost - a calculated field, which cannot be manually edited. Stock Cost = Average Cost of Item in Stock * Quantity. If the "In stock" quantity for a material is zero and, thus, there is no Average Cost, then a default Purchase Price of a material or manufacturing cost for a subassembly is used in Stock Cost calculations.
The Product Recipe defined on the Product card will be added to the Manufacturing Order by default. Katana enables you to record waste of ingredients created in manufacturing or account for varying amounts of ingredients in the production process if it's different from your default values. If you used more or fewer ingredients in production that is defined in the product recipe, you can edit the quantities for ingredients on the Manufacturing Order. These changes are not applied to the default Product Recipe defined on the product card.
Copying a Product Recipe from another product
If the Product Recipe of the product is similar to another product, a quick way to create a recipe is to copy it from the other product.
1. On the Product Recipe page for a product, click on the "Copy recipe from" button at the top right corner of the ingredients table.
2. Search for the product that you wish to use as a template for the current recipe.
3. If you have already entered any ingredients to the current product's recipe, Katana will ask you to confirm the copy action as your current recipe will be overwritten.
4. If the variant structure of the current product is different from the variant structure of the product that you are trying to use as a template for the current Product Recipe, Katana will let you choose whether you wish to also copy the variant structure from the other product or not.
Please note that the variant structure of the current product will be overwritten if you choose to also copy the variant setup from the other product.
Importing product recipes from a spreadsheet
Please find more instructions here.