--- title: "Create and Edit Prep Recipes" slug: "create-prep-items" description: "Create prep recipes by adding existing R365 recipes via the Add Recipes panel. Edit batch size, shelf life, duration, prep station, and category." updated: 2026-09-08T06:30:22Z published: 2026-09-08T06:30:22Z canonical: "docs.restaurant365.com/create-prep-items" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt > Use this file to discover all available pages before exploring further. # Create and Edit Prep Recipes Prep recipes are created from the **Prep page**. Each prep recipe is based on a **source recipe** from R365. Source recipes are existing [**recipe items**](/doc/docs/recipe-item-record) 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 prep category, prep station, and shelf life—and setting the recipe’s **Prep Calculation Logic** to define values used to calculate the suggested prep amount. The prep recipe can also be added to prep templates 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. After creation, prep recipes can be edited at any time to adjust settings as needed. Prep recipe visibility is location-based. A location can only see a prep recipe on its prep sheets if it has access to that recipe and the recipe is assigned to one of its available prep templates. --- ## 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](https://restaurant365.us.document360.io/doc/docs/custom-user-roles) or [individual users](https://restaurant365.us.document360.io/doc/docs/users-overview-and-security). The [Permission Access report](https://restaurant365.us.document360.io/doc/docs/generating-a-permissions-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](/doc/docs/user-setup-security-and-location-access). --- ## Navigation Prep recipes are created from the Prep page. Use one of the following methods to navigate to the prep page: ****Navigation Steps**** 1. Open the **Inventory** application. 2. Expand **Prep**. 3. Click **Prep Sheets**. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-GBIZQ165.png?sv=2026-02-06&spr=https&st=2026-11-11T13%3A56%3A55Z&se=2026-11-11T14%3A56%3A55Z&sr=c&sp=r&sig=hJUgnRvkEPkIJUKaJkFlsLJzI2uBpnUlTHQe1aDn1rg%3D) ****Search**** Navigate to pages with the [R365 global search bar](/doc/docs/r365-search): 1. Enter all or part of the **page name** in the R365 global search bar. 2. 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. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-1745007955784.png?sv=2026-02-06&spr=https&st=2026-11-11T13%3A56%3A55Z&se=2026-11-11T14%3A56%3A55Z&sr=c&sp=r&sig=hJUgnRvkEPkIJUKaJkFlsLJzI2uBpnUlTHQe1aDn1rg%3D) --- ## 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 **Start Prep.**** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-H284I3QR.png?sv=2026-02-06&spr=https&st=2026-11-11T13%3A56%3A55Z&se=2026-11-11T14%3A56%3A55Z&sr=c&sp=r&sig=hJUgnRvkEPkIJUKaJkFlsLJzI2uBpnUlTHQe1aDn1rg%3D) ****2)** From the dropdown, select **Create** **Prep Recipes**.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-94IP5UBS.png?sv=2026-02-06&spr=https&st=2026-11-11T13%3A56%3A55Z&se=2026-11-11T14%3A56%3A55Z&sr=c&sp=r&sig=hJUgnRvkEPkIJUKaJkFlsLJzI2uBpnUlTHQe1aDn1rg%3D) This opens the **Add Recipes** panel. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-0Z0M0J0I.png?sv=2026-02-06&spr=https&st=2026-11-11T13%3A56%3A55Z&se=2026-11-11T14%3A56%3A55Z&sr=c&sp=r&sig=hJUgnRvkEPkIJUKaJkFlsLJzI2uBpnUlTHQe1aDn1rg%3D) ****3)** Scroll or use the search bar to search for any recipe(s) to use to create a prep recipe.** Click the sort icon ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-HKS0KTVY.png?sv=2026-02-06&spr=https&st=2026-11-11T13%3A56%3A55Z&se=2026-11-11T14%3A56%3A55Z&sr=c&sp=r&sig=hJUgnRvkEPkIJUKaJkFlsLJzI2uBpnUlTHQe1aDn1rg%3D) 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 in Inventory**. When a recipe that is not yet available in inventory is selected to create a prep recipe, the system automatically marks it as available in inventory. The Inventory Cost section on the recipe will require completion. > > This does not apply to brand recipes ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-ZAFFX97H.png?sv=2026-02-06&spr=https&st=2026-11-11T13%3A56%3A55Z&se=2026-11-11T14%3A56%3A55Z&sr=c&sp=r&sig=hJUgnRvkEPkIJUKaJkFlsLJzI2uBpnUlTHQe1aDn1rg%3D) ****4) Click a recipe’s checkbox** to select the recipe(s) that should be added.** Select one, multiple, or all recipes. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-7332YTKY.png?sv=2026-02-06&spr=https&st=2026-11-11T13%3A56%3A55Z&se=2026-11-11T14%3A56%3A55Z&sr=c&sp=r&sig=hJUgnRvkEPkIJUKaJkFlsLJzI2uBpnUlTHQe1aDn1rg%3D) ****5)** Click the **Add # Recipes** button in the bottom right corner.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-I1TRPD3I.png?sv=2026-02-06&spr=https&st=2026-11-11T13%3A56%3A55Z&se=2026-11-11T14%3A56%3A55Z&sr=c&sp=r&sig=hJUgnRvkEPkIJUKaJkFlsLJzI2uBpnUlTHQe1aDn1rg%3D) ****6)** The newly added recipe(s) will be added to the top of the prep recipes list.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-C7MSZDGC.png?sv=2026-02-06&spr=https&st=2026-11-11T13%3A56%3A55Z&se=2026-11-11T14%3A56%3A55Z&sr=c&sp=r&sig=hJUgnRvkEPkIJUKaJkFlsLJzI2uBpnUlTHQe1aDn1rg%3D) ****7a)** Complete the prep recipe setup by [editing the prep](/doc/docs/create-prep-items#edit-a-prep-recipe) recipe.** Edit prep recipes in bulk from the grid or edit each recipe individually from the prep recipe record. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-KHTI38HG.png?sv=2026-02-06&spr=https&st=2026-11-11T13%3A56%3A55Z&se=2026-11-11T14%3A56%3A55Z&sr=c&sp=r&sig=hJUgnRvkEPkIJUKaJkFlsLJzI2uBpnUlTHQe1aDn1rg%3D) ****7b) Edit Prep Recipes Individually**** 1. Click a **new prep recipe** from the list. This opens the prep recipe record. 2. Edit the **necessary fields on the prep recipe record**. Read more about the [prep recipe record fields](/doc/docs/prep-item-details). 3. Once completed, **Save** the record. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-0JCOB5D2.png?sv=2026-02-06&spr=https&st=2026-11-11T13%3A56%3A55Z&se=2026-11-11T14%3A56%3A55Z&sr=c&sp=r&sig=hJUgnRvkEPkIJUKaJkFlsLJzI2uBpnUlTHQe1aDn1rg%3D) 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 - Available to Prep > The **Available to Prep** checkbox determines whether the recipe is active in Prep. When this is unchecked, the recipe is unavailable for use. It will not be enabled on the prep templates 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](/doc/docs/prep-sheet-wizard)) - Default Count U of M - Duration - Shelf Life - Instructions - Prep Quantity Logic - Prep Templates 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 appears**. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-HWU5WRVZ.png?sv=2026-02-06&spr=https&st=2026-11-11T13%3A56%3A55Z&se=2026-11-11T14%3A56%3A55Z&sr=c&sp=r&sig=hJUgnRvkEPkIJUKaJkFlsLJzI2uBpnUlTHQe1aDn1rg%3D) **2) From the action bar, **click the bulk edit action** to perform on the prep recipes. Read more about the [bulk edit options](/doc/docs/prep-page#prep-items-action-bar).** The options depend on the action selected. The bulk edit options include: - Availability - Prep Category - Prep Station - Add to Prep Template - Edit Duration (Available when More is selected) - Edit Shelf Life (Available when More is selected) - Edit Instructions (Available when More is selected) ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-X8ZYHEA1.png?sv=2026-02-06&spr=https&st=2026-11-11T13%3A56%3A55Z&se=2026-11-11T14%3A56%3A55Z&sr=c&sp=r&sig=hJUgnRvkEPkIJUKaJkFlsLJzI2uBpnUlTHQe1aDn1rg%3D) 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.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-XPZUZFP0.png?sv=2026-02-06&spr=https&st=2026-11-11T13%3A56%3A55Z&se=2026-11-11T14%3A56%3A55Z&sr=c&sp=r&sig=hJUgnRvkEPkIJUKaJkFlsLJzI2uBpnUlTHQe1aDn1rg%3D) **2) Edit the **necessary fields on the prep recipe record**. Read more about the [prep recipe record fields.](/doc/docs/prep-item-details)** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-REI6PACL.png?sv=2026-02-06&spr=https&st=2026-11-11T13%3A56%3A55Z&se=2026-11-11T14%3A56%3A55Z&sr=c&sp=r&sig=hJUgnRvkEPkIJUKaJkFlsLJzI2uBpnUlTHQe1aDn1rg%3D) **3) Once completed, **Save** the record.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-AKOUBJZP.png?sv=2026-02-06&spr=https&st=2026-11-11T13%3A56%3A55Z&se=2026-11-11T14%3A56%3A55Z&sr=c&sp=r&sig=hJUgnRvkEPkIJUKaJkFlsLJzI2uBpnUlTHQe1aDn1rg%3D) Repeat these steps until all necessary prep recipes have been configured.