Bulk Package Update

Bulk Recipe Update has two different options; Bulk Package Update and Bulk Product Update.

Bulk Package Update can be implemented when a particular pack-size of an item used in various recipes needs to be replaced by a different or new pack-size. If you try and do it manually, it could be a very long, time consuming process. STO allows you to simplify this change-over using this function.

Note that in the case of the same pack-size from a new supplier needing to be swapped in the recipes to update the costings, the system will have automatically swapped the default option to the new addition, or you can change the default pack-size of the item on the product edit page.

• As an example, we currently have several recipes currently using the product ALMOND FLAKES and the pack-size 1 PAC X 1 KG. If we locate our product in the product list:

• Click on the product name to go to the product information screen:

• From here you will want to click on the Recipes tab.

• On this page, you will see a list of recipes this product is used in, as well as the particular pack size (s) used in those recipes:

• We would like to swap the 1 PAC X 1 KG Pack-size out of these recipes in favor of our new Pack-size. Rather than go recipe by recipe, we can use Bulk Package Update to change them all at once.
• Select the option: 
• Again, you will see the recipe list:

• Now you can select a different pack size using the Select Package option. Select a different pack size on the Select new package drop-down list.
• Once a package has been selected you will be asked to tick or untick the recipes you would like to swap package for:

• Use the tick boxes to decide which recipe you wish to change - the tick box next to Recipe Name works as a Select All option. 
• Once you have selected the recipes to change, click on the button "Update Selected".

• All the recipes you have chosen will now feature the new pack size in place of the old one.

   

  Please note, that this will only work if matching units are available. ML for ML, GR for GR, PAC for PAC, etc. or where conversions are accepted. You will not be able to swap out products with incompatible pack sizes. For example, if a product is in a recipe with the unit 1 ECH, you will not be able to swap it with a product that uses MLs.