How to share stock items and recipes

Sharing Selected Item

All item sharing functions are managed in the Stock Items Manage page.

To access head to Stock and then Manage, Stock Items.

1. Click Share.

2. Select the stock item(s) you want to share by clicking on the tickbox beside the item name.

3. Click Share Selected. 

   

4. Then, in the window that appears, select the site you want to share the item to. 

   

5. On the next window, you will get a confirmation of the share. When sharing an item there are two ways that the share will complete

   • Replace - If there is already an item on the target site with the same name as the source item, the two items will be linked. This won't overwrite any of the details on the target item but will allow you to manage both items from a central location.

   • New - No item in the target site has the same item name so a new item will be created on the target site.

6. To complete the sharing process click Confirm. When the item has been shared, a green shared icon will appear next to the items name on the stock list.

Managing shared items

Items that have been shared have the added bonus of central management. This means, no matter what site's item list you are looking at, you can edit the other versions of that item that exist on other sites.

1. To manage a shared item, select Manage Site Item from the items' Actions menu.
   
   

   

2. From this popup you can edit fields from the items at each site, delete the item from one of the sites or share the item to another site.

3. Once an item is shared, it cannot be deleted from anywhere except the Manage Stock Item popup.

Sharing All Items

1. Click Share

2. Click Share All. 

3. Once you get to the sharing confirmation screen you will see the same breakdown of what is going to happen on the destination site but this time, all the selected items will be listed.

Sharing a recipe

The process of sharing a recipe is very similar to sharing an item. The sharing is managed in the Stock Recipes manage page.

To access head to Stock and then Manage, Recipes.

There are a couple of differences that you should keep in mind when sharing recipes.

• When sharing a recipe, all items and other recipes that are used in that recipes lines are shared automatically to the target site.

• Once a recipe has been shared, any changes to that recipe will also be applied to all the copies of that recipe on other sites.

• If, when editing a shared recipe you add an item that isn't already shared, this item will automatically be shared to all sites that the recipe is shared to.

To share selected recipes

1. Click Share.

2. Select the recipe(s) you want to share by clicking on the tickbox beside the recipe name.

3. Next, select the site you want to share the recipe to from the Select Target Company box.

4. On the sharing confirmation popup, you will see the recipe and all other associated items and recipes that will be shared to the target site.

5. To complete the sharing process, click Confirm. 

Sharing all recipes

1. Click Share.

2. Click Share All.

3. Select the Company you are wanting to share the recipes with from the target company dropbox.

4. On the sharing confirmation popup, you will see the recipe and all other associated items and recipes that will be shared to the target site.

5. To complete the sharing process, click Confirm. 

Please note that when you order an item and it updates its cost (and in turn the recipe cost), it will only update for the site where it's ordered from, the sites where that item or recipe is shared from will keep the old price. It's set up like this, because you would use different suppliers in different locations and/or their prices might vary.

Other articles and resources that you might find useful.

• How to create Stock Items
• How to create recipes
• Best practice stock set up