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Restaurant Inventory & Product Management Spreadsheet

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A Note About This Blog:

The following short blog is written to explain the benefits of a new, comprehensive Excel spreadsheet that we just made available for download.  This program uses the collection of key data to automatically generate actual food costs, ideal food costs, recipe card price changes and product order guides.  On Monday, we will be posting a more general blog that once again returns to our food cost control focus. In the meantime, if you are an independent or regional food service operator that is not currently able to execute these critical cost control practices, you may find this free restaurant spreadsheet program and article useful.

 

In the past two months, Food Buyers Network has published whitepapers about various restaurant food cost control topics, such as yield management, recipe costing, menu engineering, product specification development, product usage variances and ideal food costs.  While executing these restaurant cost control practices takes focus and commitment, they also require the processing and management of operational data.

While all of the data required to execute food cost control practices is readily available, many operators often access this data during specific food cost control tasks, rather than systematically processing it in a manner that makes it available for multiple food cost control reports.   One example of this is the often neglected practice of recipe costing through the use of standardized recipe cards that are updated frequently to ensure the most current pricing.  While most operators update their product prices prior to executing a food inventory, as this is a critical best practice to ensure the proper valuation of inventory, they do not manage this process in a manner that enables them to simultaneously update both their inventory product prices and their recipe card prices.  Rather, mangers spend twice the time necessary by updating prices in two separate areas or, more likely, the practice of updating menu item recipe prices gets forgotten.

Quite frankly, getting access to many of the powerful food cost control reports can be achieved relatively easy, if key data is entered in a single location.  To help independent and regional food service operators achieve this, we have developed a free Excel program that you can download from our site.  By creating a series of spreadsheets that collect key operationaldata, such as product prices, menu item recipes, menu item prices, on-hand inventory figures and the menu item sales mix, restaurant managers are then able to easily generate ideal food costs, actual food costs, order guides and recipe cards in a systematic fashion.  Of course, executing this process still requires a time commitment, but by utilizing a single program to process key operational data, it will become much easier and more efficient to generate these reports.

You can download this restaurant spreadsheet on our site.  There are instructions, but this program is still in BETA, so there may be some glitches.  If so, please shoot us an email or give us a call so we can fix them and get out a new version.  As always, we hope you find these tools helpful. 

 

Download Spreadsheet Here

Recipe Cards: A Key Component in Food Cost Control

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Many firms that make their income through consulting or the sale of systems to help operators become more profitable through cost control often find that their business peaks during economic slumps. It seems that many operators become more concerned about effective cost control systems when it is critical to the survival of the restaurant, rather than when these systems could help the business thrive and prosper. Often, the initial call made by an operator to a cost control consultant is out of a sense of confusion, concern or desperation. Often times the owner or operator is feeling the squeeze from a tightening economy and is wondering why they see their gross margin slipping period after period as a result of an increasing food cost. Of course, the answer to this question could potentially be very complex and detailed. Many times, however, operators fail to rule out the obvious possibilities first, before enlisting the aid of an expensive cost control consultant. I guess psychologically this makes sense. The frustrated operator many times assumes that they were managing food cost properly before, so any problem in food cost must be complex and require deep analysis from a specialist. Maybe, maybe not.

During times of prosperity, operators may seem less concerned with verifying their cost control systems and ensuring that costs are being accounted for accurately. Rather, operators are content to not question profitable times and results. Ironically, profitable times do not mean that restaurants are operating efficiently. In fact, times of increased revenue may very well provide positive cash flow and overall profitability, but an analysis of costs may very well indicate that a significant amount of money is being left on the table each period. Don't forget the adage "high volume hides a multitude of sins." This being the case, it is always recommended that operators start at the beginning when trying to ascertain the reason behind a rising food cost.

The result of this diligence is often the identification of a fundamental operating flaw: operators either have out-of-date recipe cards or, believe it or not, no recipe cards at all! Because operators are, therefore, unable to gauge actual food cost against a theoretical food cost based upon menu recipe cards, operators often assume the answer to a rising food cost is theft, improper portion controls or poor server performance. While this may be true, it might also have absolutely nothing to do with the situation. Unless recipe cards are completed for each menu item and kept up to date by adjusting ingredient prices as they increase by a predetermined threshold, there is very little way for an operator to know that the rise in food cost is due to mismanagement, rather than a simple cost of goods increase.

Because operators often fail to have basic cost control systems in place, such as the use of recipe cards, they often spend countless hours hunting down fictitious thieves, invest thousands on unnecessary consultants and lower morale through the constant correction of employees and managers on not doing a better job on portioning and waste control. One might think that this logic would be intuitive for even the moderately successful operator, but often times it is not. Too often, operators that do not utilize menu cards have an inaccurate view of the purchasing situation and, consequently, their ideal/theoretical cost of goods. These operators may believe that purchases have been managed through the selection and procurement of specific deals that were thought important, through a minimal bid process that focuses on a core group of key items or by assuming that the overall cost of the menu has stayed the same from when it was written! Often times this is not the case. Vendors and salesmen are often magicians. They are acutely aware of what an operator's purchases are and they are also well aware of which of these items are increasing in cost during a given period. Salesmen are very effective at keeping an operator focused on one category, while prices skyrocket in another. The only difference between the salesman and the magician is that it is your profit that disappears, not the rabbit! Of course, this statement is not intended to imply that all vendors and salesmen are dishonest, but rather to communicate that operators must maintain vigilance through proper fundamental systems.

The result after a year of no recipe cards may be a menu with an ideal food cost two or three percent higher than when it was written. Of course, it is worth noting that the converse may also be true. It is very possible that an operator has too much confidence in their employees and might assume that the rising food cost is due to price increases and automatically increases the menu pricing when, in fact, the cost of goods increase was due to operational inefficiencies, such as theft and improper portioning. The moral of the story is stay on top of your food cost by knowing what your ideal cost is through the creation of recipe cards for each menu item and by keeping them updated.

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