This feature is in beta for select customers. Contact your CSM for more information.
Prep configurations define the default settings that control how prep sheets calculate and display prep quantities for assigned locations. Managing these configurations ensures that each location follows the same default calculation rules and display options if they go unchanged.
Prep configurations can be edited at any time to change default settings on prep sheets.
Security
Users must have the following permission(s) to view and edit prep configurations:
Prep Settings → Prep Configuration→ View Configurations
Prep Settings → Prep Configuration→ Edit Configurations
Edit Prep Configurations
To edit a configuration, navigate to the prep setting’s Configuration’s tab. Then, follow these steps:
Click steps to expand for additional information and images.
1) From the Prep Configurations list, click a line item to open the configuration.
2) Edit the name and location section.
In this section, name the configuration and select the location(s) that these settings will apply to.
This section on the Default Configuration cannot be edited.
The location(s) available for selection are determined by the user’s location access.
3) Select available estimated usage calculations. The selections here will determine which estimated usage calculations options are available to apply to prep sheets.
Estimated usage determines how suggested prep quantities are calculated. When working with a prep sheet, the estimated usage method can be changed to any of the available options, which will apply to all items on that sheet.
In the configuration settings, one or more estimated usage options can be enabled. Available options include:
4 Weeks – Uses historical menu item data from the past four weeks.
6 Weeks – Uses historical menu item data from the past six weeks.
Forecasted Sales – Uses projection dates and forecasted sales to calculate estimated usage.
Read more about how estimated usage for prep is calculated.
The option marked as default will be the automatic calculation if it goes unchanged on a prep sheet.
4) Set the rounding options. Like the estimated usage, the options selected here will be available for selection on prep sheets. These determine how prep quantity calculations will be rounded.
The rounding options selected here will appear as options when running a prep sheet. If no additional rounding options are selected, all prep sheet quantities will generate as per the default selection.
5) Elect whether to generate the theo on hand count quantities in the Theo on Hand column on the prep sheet.
If this remains off, the Theo on Hand column will show 0 values.
6) Save the configuration.
This will save any all changes made to the configuration. Once saved, the selections will apply as default settings to all prep sheets going forward.
