Plans

A plan is a list of menu items with the number of each that you expect to sell over a date range. For example, a plan can say "600 Superdogs for Saturday's wedding". Rinvy turns the plan into the ingredients it takes, compares them with what is on the shelf, and shows what is short.

Plans are on every plan tier. The page is rolling out to kitchens a few at a time behind the sales-plans rollout flag. If you do not see a Plans tab next to AI forecast on the Planning pages, it is not on for your kitchen yet.

Make a plan

  1. Go to Plans and tap New plan.

  2. Pick the dates the plan covers. The name follows the dates until you type your own.

  3. Tap Add menu item, search for the item, and type the total for the whole date range.

  4. Add the other items, then tap Save plan.

A new plan starts with the items and totals of the plan you edited last, because most kitchens plan the same menu each week. Tap Clear quantities to keep the items and empty the totals. To copy one plan exactly, tap Duplicate on it in the list.

Prefill from fills the totals from a source you already have:

  • Recent sales average: the average of the last 28 days of sales for each menu item, for the days in the plan. This needs sales data (Standard and up).
  • Latest AI forecast: the portions from your newest AI forecast for the days in the plan. This needs the Pro plan.

How Rinvy reads the dates

Rinvy spreads each total evenly over the days in the range that your kitchen is open. The plan shows a note when the range includes a closed day. If every day in the range is a closed day, for example a catering job on a Monday when you are closed, Rinvy spreads the total over all the days instead.

The Order List and the Prep generator use the full total of a plan. They do not cut it to the days until your next delivery. They leave out days before today, because those sales have already come out of your stock. The needs table works the same way. When every day of a plan is in the past, the plan has nothing left to order or prep for.

What this plan takes

After you save a plan, the page shows two tables:

  • Ingredients: each raw ingredient the plan needs, the amount on hand, and the amount short. Rinvy follows your recipes down to the ingredients you buy, and uses your main recipe when a prepped item has more than one.
  • Prep needed: each prepped item the plan needs, the amount on hand, and how many batches of its recipe you are short.

If a menu item has no recipe, or a unit cannot convert, Rinvy lists the problem above the tables. The totals leave that item out until you fix it.

Build an order list or a prep list

Tap Build order list to open the Order list in Sales expectations mode with this plan picked. The chip at the top names the plan. The quantities cover the plan's total plus your par levels, rounded up to full cases.

On the Pro plan, tap Build prep list to start a prep list from the plan.

You can also pick a plan on those pages. In Sales expectations mode, the Build from list shows your current plans, newest first, and the latest AI forecast on Pro.

Common mistakes

Typing a daily number instead of a total

Each number is the total for the whole date range. If you expect 100 a day for 6 open days, type 600.

Building from an old copy of the plan

The needs table and the two build buttons use the saved plan. Save your changes first.

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