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Shopping list

The shopping list report calculates which ingredients you need to buy based on the meals planned for a given period. Instead of working it out manually from recipes, the system reads your menu plan and totals up all the required quantities.

What the report shows​

  • A list of all ingredients needed for the selected date range
  • The required quantity for each ingredient (in its natural unit — kg, litres, pieces)
  • Grouped by ingredient category or by supplier
  • Optionally shown as a recipe-level list

Generating the shopping list​

Go to Reports → Shopping list.

  1. Select the date range — typically the upcoming week
  2. Choose whether to show by ingredient or by recipe
  3. The list generates automatically based on planned menus

No extra steps needed — the system reads the published menus, calculates how many portions of each meal are ordered, and multiplies by the recipe ingredient quantities.

Reading the list​

Grouped by category:

IngredientNeededUnitCategory
Chicken breast12kgProtein
Salmon fillet8kgProtein
Potatoes25kgVegetables
Onions4kgVegetables
Cream6litresDairy

Grouped by supplier: The same list can be reorganised by supplier — useful if you want to place one purchase order per supplier.

Adjusting for current stock​

If some ingredients are already in stock, you can deduct what you have:

  1. Click Adjust for stock (if available)
  2. The system subtracts current inventory levels from the required quantities
  3. The result shows only what you need to buy

This avoids over-ordering ingredients you already have.

Creating purchase orders from the shopping list​

Once the list is ready:

  1. Review the quantities
  2. Click Create purchase orders (if available)
  3. The system groups items by supplier and creates draft purchase orders
  4. Review and send each order

Or print the list and give it to whoever handles purchasing, so they can enter it manually in the Purchases section.

Exporting the list​

Click Download to save as PDF or Excel. The Excel version is useful if you want to manually adjust quantities before ordering.