Allergen Matrix Builder Toolkit
What it is
A practical workflow tool to manage allergens and cross contact risk in cocktails and beverage menus. Tag allergens at ingredient level, link supplier evidence, and generate a menu allergen matrix with clear flags for staff and guests, with alerts, versioning, and an A4 print summary so updates stay controlled as recipes change.
What it solves
Allergen risk usually comes from inconsistent tagging and outdated documents. Recipes change faster than PDFs, staff rely on memory, and unknown ingredients slip through. This toolkit creates a single source of truth with evidence, automatic matrix outputs, and a publish workflow. It helps surface allergen gaps before outdated information, unknown ingredients, or weak publish control create avoidable service risk.
Why teams use this workflow
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Keep allergen declarations consistent across menu items and versions
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Separate declared allergens from trace or cross contact risk
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Store supplier evidence so decisions stay defensible and repeatable
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Use alerts to catch missing data before anything goes live
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Publish a clean matrix and print summary without rebuilding documents
Best for: bars and operators who need a reliable allergen workflow for menus with frequent recipe changes, including house preps.
Not for: buyers looking for a fully custom compliance or consulting service instead of a structured ready to use allergen workflow.
Select a package
Compare the options below before choosing the right fit.
Packages and turnaround
Starter
(Instant download)
You receive the template with:
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Full template workbook plus A4 print pack
Best for teams that want the full workflow ready to use and prefer to manage their own ingredient tagging internally.
Standard
(2 days delivery)
Template setup for your venue plus validation:
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Everything in Starter
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Configured publish workflow defaults, versioning fields, and validation checks
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Review of your ingredient list structure so evidence and tagging stay maintainable
Best for venues that want cleaner setup, stronger validation, and a more maintainable evidence structure from the start.
Advanced
(4 days delivery)
Done-for-you build:
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Everything in Standard
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Done for you initial build for your current menu: ingredient tagging, source linking, house preps, menu items, first publish ready matrix
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QA pass to reduce resolvable Unknown flags using your provided evidence
Best for operators who want faster implementation, less setup work, and a publish ready first version built for current menu use.
What’s inside
• Ingredient Library with allergen tags: Contains, Traces, Unknown
• Sources tab to store supplier evidence
• House Preps module so house made components inherit allergen tags from inputs
• Menu Items and Recipe Lines built from ingredient IDs
• Allergen Matrix with automatic C Contains and M May contain flags
• Cross Contamination notes and controls
• Alerts and QA dashboard for missing evidence and inconsistencies
• Version Log and Audit Log for publish history
• Print Summary (A4) for staff access and archiving
Delivery format
This toolkit is delivered as a single ZIP download. Inside the ZIP you will find:
• Excel master workbook (.xlsx)
• Google Sheets import file (.xlsx)
• README import checklist (step by step)
• PDF User Guide (Quick Start + workflow notes)
After purchase, you receive a clear ZIP download with the workbook, import file, and guide, so setup feels straightforward from the start.