New Prep Overview

  • Updated on Sep 8, 2026
  • Published on Nov 5, 2025
  • 2 minute(s) read
Prev Next

Prep in R365 guides restaurants through all parts of the food preparation process, from setup to daily execution. It combines administrative setup tools with restaurant-level prep tracking to support consistent preparation, accurate quantities, and reduced waste across locations.

Prep links two workflows:

  • Prep for Food Administration: where prep recipes, prep templates, and prep settings are created and configured.

  • Prep for Restaurant Management: where store managers use prep sheets and prep recipes to plan and complete daily food prep.

On the administrative side, prep administrators create and organize the data that drives prep sheets:

  • Prep Settings define how prep sheets calculate quantities and how prep recipes are organized. These settings apply to locations through assigned configurations.

  • Prep Recipes are created from existing recipes, then categorized by prep station and prep category.

  • Prep Templates group prep recipes and assign the groups to specific stores. Locations linked to a prep template can access those prep recipes, based on their item access.

On the restaurant management side, store users see the results of that setup:

  • Locations see the prep templates assigned to them.

  • The available prep templates are used to generate Prep Sheets, which calculate suggested quantities of prep recipes based on estimated usage and current on-hand amounts.

  • Once reviewed, prep sheets can be printed so the suggested prep quantity can be used to guide daily prep in the restaurant.

Together, these form the complete prep workflow—from defining what can be prepped to producing printed prep sheets that guide store-level food prep.

Prep Workflow

Navigation Steps

  1. Open the Inventory application.

  2. Expand Prep.

  3. To open the Prep page, click Prep Sheets.

Search

Navigate to pages with the R365 global search bar:

  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.


Security

The following permissions are associated with Prep:

  • Food

    • Advanced Prep

      • Prep Recipes

        • View Prep Recipes

        • Edit Prep Recipes

        • Create Prep Recipes

        • Delete Prep Recipes

      • Prep Settings

        • Configurations

          • View Configurations

          • Edit Configurations

        • Prep Categories

          • View Prep Categories

          • Edit Prep Categories

        • Prep Stations

          • View Prep Stations

          • Edit Prep Stations

        • Prep Templates

          • View Prep Templates

          • Edit Prep Templates

          • Create Prep Templates

          • Delete Prep Templates

      • Prep Sheets

        • View Prep Sheets

        • Edit Prep Sheets

        • Create Prep Sheets

        • Delete Prep Sheets

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.

Prep Page

The Prep page is the main prep site location. From this page:

  • Start, review, and print Prep Sheets

  • View, create, and manage prep recipes

  • Track completed and past prep activity

  • Access and manage Prep Settings

Prep Settings Page

Clicking the gear icon on the Prep page opens the Prep Settings page. The Prep Settings page supports the following actions: