This feature is in beta for select customers. Contact your CSM for more information.
Prep recipes are created from the Prep page within the food administration side of Prep Management. Each prep recipe is based on a source recipe from R365. Source recipes are existing recipe items created in R365.
After a prep recipe is added, it must be opened and edited to be configured for prep. Configuration includes completing the General Information fields—such as category, station, and shelf life—and setting the recipe’s Prep Quantity Logic to define values used to calculate suggested prep amount. The prep recipe can also be added to prep lists from the record.
Creating prep recipes ensures that each ingredient or prepared component is properly tracked, organized, and included in prep sheets across assigned locations. Once a prep recipe is created, it can be used within Prep Management.
After creation, prep recipes can be edited at any time to adjust settings as needed.
Security
Users must have the following permission(s) to add prep recipes:
Food → Advanced Prep → Prep Recipes
Edit Prep Recipes
Create Prep Recipes
These permissions can be added to custom user roles or individual users. The Permission Access report can be used to determine which user roles or users already have these permissions assigned. For more information, see User Setup and Security.
Navigation
Prep recipes are created from the Prep page. Use one of the following methods to navigate to the prep page:
Navigation Steps
Open the Inventory application.
Expand Prep.
Click Prep.
Search
Navigate to pages with the R365 global search bar:
Enter all or part of the page name in the R365 global search bar.
Select the page from the results list.
Only enabled pages can be searched for. If the desired page is not enabled, contact your CSM for assistance.
Create a Prep Recipe
To create a prep recipe, navigate to the prep page, then follow these steps:
Click steps to expand for additional information and images.
1) Click Create.
2) From the dropdown, select Prep Recipes.
This will open the Add Recipes panel.
2) Scroll or use the search bar to search for any recipe(s) to use to create a prep recipe.
Click the sort icon 
to sort the list as needed.
All recipes, including those that are not available in inventory will appear in this list.
To be a prep recipe, a recipe must be marked as available for inventory. When a recipe that is not enabled for inventory is selected to create a prep recipe, the system will automatically enable the recipe for inventory and apply the default inventory settings.
3) Click an recipe’s checkbox to select the recipe(s) that should be added.
Select one, multiple, or all recipes.
4) Click the Add # Recipes button in the bottom right corner.
5) The newly added recipe(s) will be added to the top of the prep recipes list.
6) Complete the prep recipe setup by editing the prep recipe.
Edit prep recipes in bulk from the grid or edit each recipe individually from the prep recipe record.
6b) Edit Prep Recipes Individually
Click a new prep recipe from the list. This will open the prep recipe record.
Edit the necessary fields on the prep recipe record. Read more about the prep recipe record fields.
Once completed, Save the record.
Repeat the steps until all the necessary prep recipes have been added and configured.
Edit a Prep Recipe
Once a prep recipe is created, it must be edited so that its prep settings can be configured. A prep recipe’s settings determine how the recipe is categorized, counted, and tracked. Prep recipes can be edited any time to make adjustments, if necessary.
Prep recipes can be edited in bulk using the action bar or individually from the prep recipe record.
To best track prep recipes throughout the prep process, when editing, ensure the following are entered and accurate:
Name
Availability to Prep
The Available to Prep checkbox determines whether the recipe is active in Prep Management. When this is unchecked, the recipe will be unavailable for use. It will not be enabled on the prep lists it is associated with, so it will not appear on prep sheets.
Prep Category
Prep Station
Batch Qty and Batch UofM (together, these are the Batch Yield on the Prep Sheet)
Default Count U of M
Duration
Shelf Life
Instructions
Prep Quantity Logic
Prep Lists On
Bulk Edit Prep Recipes
Click steps to expand for additional information and images.
1) Click the checkbox of the prep recipes that need to be edited.
Once selections have been made, the action bar will appear.
2) From the action bar, click the bulk edit action to perform on the prep recipes. Read more about the bulk edit options.
The options will be determined by the action selected.
Once the action is completed, the prep recipes will update with their changes. Repeat steps 1 and 2 until all the necessary settings have been applied.
Edit Prep Recipes Individually
Click steps to expand for additional information and images.
1) Click a new prep recipe from the list. This will open the prep recipe record.
2) Edit the necessary fields on the prep recipe record. Read more about the prep recipe record fields.
3) Once completed, Save the record.
Repeat these steps until all necessary prep recipes have been configured.