How To Videos for Inventory Management

Introductory videos for using ReciPal's Inventory Manager. Questions? Email us.

Inventory and Lot Tracing Introduction is the easiest way for food companies to track their inventory and do lot tracing with colleagues and co-packers.

ReciPal's inventory management tool gives you the ability to track your inventory and how much it's worth, manage production, plan ahead for purchasing, and get detailed reporting. With easy lot tracing you have the ability to quickly execute a recall. And you can provide role-based access to staff that can be accessed anywhere.

Inventory Dashboard Overview

Learn how to navigate the main sections of your inventory dashboard including:

  • Adjusting raw materials and finished goods
  • Creating production runs - turning raw materials into finished goods
  • Building productions plans - determining ingredient requirements based on production goals
  • Implementing lot tracing and recalls

Editing Raw Materials Inventory

Learn how to adjust raw materials for easy inventory management including:

  • Filtering, sorting, and tagging raw materials
  • Adding, subtracting, and reseting counts
  • Entering lot codes and supplier info

Editing Finished Goods Inventory

Learn how to adjust finished goods including:

  • Subtracting, adding, and reseting finished good inventory
  • Creating inventory snapshots based on specific dates
  • Tracking and viewing finished goods history
  • Setting lot codes, reciever, and shipping info

Creating a Production Plan and Forecast

Learn how to use a production plan to determing your purchasing needs based on your production goals. A prodcution plan is a long term planning tool where you enter the finished goods you want to produce over a given period of time and see the raw materials necessary to meet those goals.

  • Setting date range and production quantities
  • Understand inventory on hand, required inventory, inventory to purchase, and associated costs
  • Review production plan report

Creating a Production Run

Learn how to create and close a production run. A production run is where you turn your raw materials into finished goods. In this video we'll cover:

  • Understanding ingredient requirements and current inventory
  • Utilizing the batch control log
  • Auto-filling lot codes on FIFO basis
  • Reviewing production reports

Using the Production Run Batch Control Log

Learn how to utilize the batch control log for better production runs. The batch control log is a printable document that contains all the necessary info to help your production team execute and track a production run:

  • Print necessary information for production team
  • Track lot codes and actual ingredients used
  • Add notes, preparations instructions, and non-food ingredients

Recipe costing calculator and pricing tool

Learn how to use our costing tool to figure out your costs and pricing including:

  • Setting the quantity and price of ingredients in your recipe
  • Entering non-food ingredients like labor, packaging, and overhead
  • Using margin tools to determine your desired pricing structure