Essentials User Guide

Essentials User Guide









Introduction

In Essentials, you can create different sites for your business. As a user you may be limited into just one of these sites or have access to several of them.


Before you begin adding your recipe details, you will need  to create recipe lists (folders) to be able to publish the recipes. This is to help segregate and organise the recipes as the lists can be specific to site(s). When you create the recipe list in advance you can add your recipes to the list as you create them. 


You may also wish to create menus in advance so you can add a recipe to a menu as you go too.


Recipe lists will be specific to a particular site or sites and therefore you may add recipes to your site lists and make them visible only at your site when you publish them. Recipes saved as a draft will be seen by all sites in the business. Best practise is to ensure you publish a recipe when you are happy with it as this will keep it only visible to the site(s) you shared the recipe list with.


Menus work in the same way and can also be limited to your site or a selection of sites.



Create your recipe lists


A recipe list with the same name as your business will be automatically created when your business is created for you. You will need to assign this to whichever site(s) you see fit. You may also create further recipe lists so that you have one per site, or lists for however you would like to file recipes.


In the left hand toolbar, navigate to Recipe Lists.


From here use the ‘Add Recipe List’ button to add a new recipe list.

 

If you are already limited into a specific site with your login, you will be creating a list only visible to your site.


Simply name the recipe list and save it with the disc icon on the right hand side.



Create your menus

Before entering your recipes, you may decide to also set up your menus so that you can choose which menu(s) each recipe sits in as you add it to the system.



To do this, navigate to Menus in your toolbar on the left, and select ADD MENU.





Adding a Menu

To create a new menu, enter the title, select which site(s) it belongs to, and specify a date range or days that this menu will appear on your interactive menus, if you are using them. Select SAVE to create.







Further actions available on the menus page

Generate QR code - Access the QR code for this menu in your Interactive Menu, if you are using them.

Edit - Open the menu to make changes.

Delete - Delete this menu.

Order - Arrange the menus order in the list.



Menu groups

You can arrange your menus into menu groups, making it easier to organize and display if using ‘interactive menus’. Each menu group will appear as a tile on your interactive menus home page.


Use the Menu Groups button within the menus section to create, edit or delete a menu group.



Add Menu Group

Enter the name, choose which site(s) it belongs to, and select all the menus that will sit in this menu group. You can also add an image which will become the ‘tile’ on your interactive menus.Select SAVE to create.


Further actions available on the Menu Groups page

Edit - Click on the menu group name to make full changes to the image, see menus within the group, change dates, site(s) it is available to, days of the week etc.

Edit pen - Use the edit pen to just change the group name, site(s) it is available to, from and until dates and days of the week it is available.

Delete - Delete this menu group.

Order - Arrange the menu group in the list.


Recipes

Recipes can be added with full allergen data and all other information required to print compliant labels or allow filtering on your interactive menus.


Create your recipes

Here you can enter each recipe, choose the recipe list(s) and menu(s) it belongs to, and identify all allergens that are present. 


Navigate to the recipes section from the left hand toolbar.




Choose which sections you want to see. Enabling a section will display the relative columns in the table. Allergens will automatically be displayed. Choose to show nutrition (including the ability to add Batch size, number of servings and whether you are showing values per serving or per 100g), tags, or other fields which include price and reference fields. 

Use the expand button to maximise your view of the recipe sheet.



To add a new recipe, always navigate to the last page in the list and to the blank line at the end



Recipe name and  recipe list  must be selected. Menu(s) can also be entered before saving a new dish. To enter the name, select the field and click the pencil icon to save. Select the recipe list and menus by clicking on the corresponding field and choosing the recipe list / menu(s) from the drop down and select Close. If you are planning on printing compliant labels from the system ensure you fill in the full list of ingredients (including all composite ingredients) in the ingredients column.


Select allergens present in this recipe by ticking the relevant boxes. You can also add any allergens which your recipe ‘may contain’ by selecting those columns too.

Work through the rest of the columns adding any further details you wish to such as selecting tags or adding a price.


Saving and Publishing

Once you have entered a recipe, it’s status will display in the static column on the right. This is indicated if it is unsaved, saved as draft, or published.


Save as Draft - Save your recipe(s) as draft without making this item live on your menus or data sheet. Use the tick boxes on the left to select the dishes, and then press Save as Draft. Be aware any item saved as draft will be visible to all sites in the business and will not be available on your interactive menus, data sheets or to print a label.

Publish - When you are ready to display the selected recipe(s), publishing will make it live on your menus. Use the tick boxes on the left to select the dishes, and then press Publish. This will also restrict the visibility of this recipe just to the site(s) which you have published to.


Printing a label from Essentials


To print a label directly from Essentials simply tick the relevant recipe(s) on the left of the screen and then select the labelling icon from the bottom toolbar.

See our labelling section of the main Kafoodle user guide for further details on how to utilise the labelling functionality.



Producing an allergen datasheet

To view or print an allergen data sheet, navigate to Allergen Datasheet in your toolbar.

You can print the sheet using the icon at the bottom of the screen.


    • Related Articles

    • Kitchen User Guide

      Home Screen  When you log into Kafoodle, you will see the screen below. Depending on which modules you have access to and your user permission level, this will dictate the number of tiles that will appear. Note: For staff only users, you will only ...
    • ePMO Admin user guide

      Setting up departments, wards and beds To edit your departments, wards and beds, select which site you are editing. On the first tab you can edit basic location information. To begin setting up your bed display in the host app, select the departments ...
    • Host user guide

      Accessing the host application To access the host application, log into https://host.kafoodle.com/auth using your credentials created for you by your administrator. You will be prompted to create a new password. Ward and bed selection Your user may ...
    • Labelling User Guide

      How to log in Access to the Labelling module is via your Kafoodle Kitchen account. Once you have logged into your Kafoodle account, go to the recipes screen. You should see a labelling icon ‘luggage tag’ under ‘Controls’. Click on the ‘luggage tag’ ...
    • Meal Planning User Guide

      How to log in Access to the Meal Planning module is via your Kafoodle Kitchen home screen. Once you have logged into Kafoodle using your username and password, you should see Meal Planning as a tile on the Home screen and you can access the module by ...