Understanding the Production Plan's row model
This article explains how a Plan row is built and kept in sync with orders.
Before you start
Have at least one order placed against a recipe with a due date in the Plan's range.
Steps
- Open Production Plan. Each row is keyed by date, recipe, and customer. Every customer (including "Walk-in Customer" for no-customer orders) gets their own row for a given recipe/date.
- For each row, whichever line is at your account's default status (if any) is the primary line. Its "needed" quantity auto-tracks the live order total minus whatever's already committed on other, closed (non-default-status) lines for that same row.
- A closed line's committed quantity is fixed. New orders don't change it, only the primary line absorbs new demand.
- If there's unmet demand with no primary line yet for a date/recipe/ customer, MakrPrep adds a new row for it as soon as you're due to make something. It looks like any other row on the Plan, with no special marker.
- Columns (Date, Recipe, Customer, Needed, In Stock, Batch Size, Making, Spare, Status, Done) are all sortable.
- Use "Set all: exact needed" or "Set all: whole batches" to bulk-fill the Making column across every row, or filter by Customers, Recipes, or Status. A Print button sits next to the date range.
The summary card at the top (Revenue, Ingredient cost, Gross profit, Margin) also holds "Open shopping list," "Undo last cooking," and "Mark finished items complete."
Production Plan showing the summary card, toolbar, and a table of rows including a split row (Vegetable Quiche)
What to expect
A new order doesn't change a row's committed quantity if that row is on a "closed" (non-default) status. Only the primary line absorbs new demand.
Common issues
- A new order didn't seem to add to what I'm already planning to make: check whether the existing line for that date/recipe/customer is closed. Closed lines don't absorb new demand. Instead, a separate new row appears for the fresh amount.
- A recipe on Recipes in Production shows a "+N newly ordered" badge. That's a related but separate indicator, specific to that screen, for when a customer's order grows after you've already closed off a line for that date/recipe/customer. See "Using Recipes in Production."