---
title: Creating and managing Batches
description: This article explores terminology and processes around the creating and managing of batches within Kobas.
---

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1. [Knowledge Base](https://help.kobas.co.uk/?hsLang=en)
2. [Operations](https://help.kobas.co.uk/operations?hsLang=en)
3. [Stock Management: Recipe Set up](https://help.kobas.co.uk/operations?hsLang=en#stock-management-recipe-set-up)

January 29, 2026

# Creating and managing Batches

## This article explores terminology and processes around the creating and managing of batches within Kobas.

**Who can use this feature:**  
🥇Accounts on the **Starters/Mains** (with Operations add on) or **All You Can Eat **plan.  
🔐Users with access to **Operations** permissions.

 

#### Jump to:

- [Introduction](https://help.kobas.co.uk/batches#intro)
- [Creating](https://help.kobas.co.uk/batches#create)

---

### Introduction

We suggest reading the [Stock Introduction](https://help.kobas.co.uk/stock-epos-intro?hsLang=en) and [Managing Ingredients](https://help.kobas.co.uk/creating-and-managing-ingredients?hsLang=en) prior to reading this article.

![UK](https://help.kobas.co.uk/hs-fs/hubfs/UK.jpg?width=670&height=70&name=UK.jpg)

**Warning:** Good Account Hygiene is essential when dealing with aspects of Kobas that can create a lot of outdated data. Please take a look at [this guide](https://help.kobas.co.uk/account-hygiene?hsLang=en) to keep your system healthy!

#### What is a Batch within Kobas?

Batches are items that you keep in stock that you have made from your Ingredients. For example, if tomatoes and basil are [Ingredients](https://knowledge.kobas.co.uk/knowledge/manage-ingredients?hsLang=en) you purchase from a supplier, then the Tomato Sauce you make out of them would be a Batch.

To view the Batches you already have set up, go to **Operations \> Batches**. From this screen you will be able to:

- Create a **New Batch** and **Edit** or **Delete** an existing one.
- Jump to the [**Batch Categories**](https://help.kobas.co.uk/lead-types-categories?hsLang=en) screen. 
- Toggle whether a Batch is **Listed** or not. More information on de-listing in [Managing Ingredients](https://help.kobas.co.uk/creating-and-managing-ingredients?hsLang=en).

![](https://help.kobas.co.uk/hs-fs/hubfs/image-png-Jul-04-2024-01-55-15-9839-PM.png?width=670&height=102&name=image-png-Jul-04-2024-01-55-15-9839-PM.png)

---

### Create a new Batch

In order to set up a new Batch, click **New Batch**. You will land on this screen:

![](https://help.kobas.co.uk/hs-fs/hubfs/image-png-Jul-04-2024-01-55-29-7968-PM.png?width=670&height=331&name=image-png-Jul-04-2024-01-55-29-7968-PM.png)

- **Name** - This is the name of the Batch, which will be used for [reporting](https://help.kobas.co.uk/operations-analysis?hsLang=en), [stock checks](https://help.kobas.co.uk/stock-checks?hsLang=en), and adding to [EPoS Items](https://help.kobas.co.uk/plu?hsLang=en) and [Modifiers](https://help.kobas.co.uk/modifiers?hsLang=en).
- **Display Name** - Choose a **Display Name** for the Batchwhich is used instead of the main Name on your [KDS counters](https://help.kobas.co.uk/kds-config?hsLang=en).
- **Category** - Choose which Batch Category this Batch comes under, there's more about this in the Stock Introduction and is used for stock checks and reporting.
- **The batch is measured in** - this will dictate how the Batch is measured when added into [EPoS Items](https://help.kobas.co.uk/plu?hsLang=en) and Modifiers, and within [Stock Checks](https://help.kobas.co.uk/stock-checks?hsLang=en). The default measurements are milliliters (ml), grams (g), and items. This allows you to measure liquids, solids, and pre-packaged items. You can read more about this [here](https://help.kobas.co.uk/stock-epos-intro?hsLang=en).
- **How many of this batch does the recipe below yield** - This tells the system how much of the batch the ingredient makes. For instance, if this makes 500ml of sauce. 
- **Cost** - This totals the cost of the ingredients required to make this recipe, and will be used in GP calculations.
- **Select Ingredients/Batches** - These options allow you to select the ingredients and other Batches to include within this Batch. Once you have selected them, you can define the quantity of each ingredient used.

 

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