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    Prep Categories
    • 10 Jul 2024
    • 2 Minutes to read
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    Contents

    Prep Categories

    • Updated on 10 Jul 2024
    • 2 Minutes to read
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    Article summary

    This article is part of Prep and covers Prep Categories. 

    When the Prep toggle on the Purchased Item Record is toggled on, or the Prep Sheet checkbox is checked on the Recipe form, the item will be available on the Prep Sheet. The Prep Sheet gives restaurants suggestions for prep, including what to prep and how much to prep. All items on the Prep Sheet are sorted into Prep Categories. 

    When a purchased item or recipe is added to the prep sheet, users should select a prep category for the item. Users can select from R365 default prep categories or create customized prep categories.  

    From the new Prep Settings sheet, users with the appropriate permissions can add, edit, and manage prep categories. 

    Security

    Prep Settings permissions are found in the permission tree as follows:

    • Food

      • Prep

        • Prep Settings

          • Prep Categories

            • View Prep Categories

            • Edit Prep Categories


    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

    The Prep Categories sheet can be opened from both the Smart Ops Purchased Item Record and the Recipe Record. 

    Purchased Item Record

    Users can assign a prep category to a purchased item from the Prep section of the Purchased Item Record: Settings Tab.

    1. Open the desired purchased item record and navigate to the settings tab.

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    2. Toggle on the Prep section to open the item's Prep fields.

    3. Click the Prep Category field to open the field menu.

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    4. From the list, click Manage Categories.

    1. The Prep Settings will open as a sidesheet.

    Recipe Form

    Users can assign a prep category to a specific item from the Prep section of the recipe form's Recipe tab.

    1. Open the desired recipe form and navigate to the Recipe tab.

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    1. Check the Prep Sheet checkbox to open the item’s Prep fields.

    2. Click the Prep Category field name hyperlink.

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    3. The Prep Settings sheet will open as a pop out in the center of the page.

    Prep Settings Sidesheet

    Field

    Description

    1

    Show Inactive Toggle

    When toggled on, all prep categories will show on the list, including those that are marked as inactive.

    When toggled off, only active prep categories will appear on the list. 

    2

    + Add Category

    Creates a new prep category. This will open an empty field on the list, where users can enter the name of their desired prep category.

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    3

    Prep Category Name 

    The name of the prep categories sorted in alphabetical order.

    Clicking a created prep category name will enable in-grid edits.

    Note: Only user-created categories can be edited. R365's default prep categories cannot be changed. 

    4

    Active Toggle

    Activates or inactives the prep category.

    When toggled on, the selected prep category will be available for selection on Prep Items and Prep Recipes.

    When toggled off, the selected prep category will not be available as a category selection. 

    5

    Delete

    Deletes the prep category from the list. 

    6

    Add Category

    Creates a new prep category. This will open an empty field on the list, where users can enter the name of their desired prep category.

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    Once a category has been created in Prep Settings and marked as active, it will appear as a selection in the Prep Category selection menus on the Purchased Item Record and the Recipe Record. 

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