Prep Page

The Prep page is the central hub for managing prep recipes, prep templates, prep settings, and prep sheets. Prep recipes are configured here, and prep sheets are created, tracked, and reviewed from this page. Prep templates and configurations are managed from Prep Settings.

The following actions can be performed from this page:

Manage and organize prep recipes and prep templates
View, edit, activate, or deactivate prep records
Create, review, and track prep sheets for the current day or past days
Access the Prep Settings page to configure prep system settings, prep templates, and prep label preferences

Security

The following permissions are related to the Prep page:

Food → Advanced Prep →
- Prep Recipes →
  - View Prep Recipes
  - Edit Prep Recipes
  - Create Prep Recipes
  - Delete Prep Recipes
- Prep Sheets →
  - View Prep Sheets
  - Edit Prep Sheets
  - Create Prep Sheets
  - Delete Prep Sheets
- 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
    - Create Prep Templates
    - Delete Prep Templates
    - Edit Prep Templates
      - Edit Prep Templates General Details

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 Steps

Open the Inventory application.
Expand Prep.
Click Prep Sheets.

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.

	Button/Field	Description
1	Location Selector	Selects the location for the page. The prep sheets and prep recipes displayed are for the location shown.
2	Prep Settings	Opens the Prep Settings page.
3	Start Prep	Opens a dropdown with options to create new prep recipes or start a prep sheet. When Create prep recipe is selected, the Add Recipes panel will open, where existing R365 recipes can be added as prep recipes. When Start prep is selected, the Select Prep Template(s) dialog will open. Select a location and one or more prep templates, then click Start. The new prep sheet opens automatically.
4	Prep Sheets Tab	Shows all past and active prep sheets.
5	Prep Recipes Tab	Displays the Prep Recipes grid. These are the list of recipes available to the location.

Prep Sheets Tab

The Prep Sheets tab is where prep sheets are created, tracked, and stored. When it is time to begin prep, restaurant employees open the Prep Sheets tab and create a prep sheet. The Prep Sheet wizard opens and guides the user through the prep sheet process.

	Fields/Button	Descriptions
1	Start Prep	Opens the dropdown with options to either create new prep recipes or a prep sheet. When Create prep recipe is selected, the Add Recipes panel will open, where existing R365 recipes can be added as prep recipes. When Start prep is selected, the Select Prep Template(s) dialog will open. Select a location and one or more prep templates, then click Start. The new prep sheet opens automatically.
2	Today Section	Lists all the prep sheets created on the current day. Use this section to review or continue any prep sheets for the day.
3	Start a New Prep Sheet	Creates a new prep sheet.
4	Prep Sheet	Individual prep sheet and its details. The prep sheet card lists the following information: Date Status Location Creation time Number of recipes needed to prep User that created the prep sheet
5	Past Section	Lists all the prep sheets created prior to the present day. Use this section to review any past prep sheets. See the column details below.
6	Search	Filters the table for the entered text.
7	Table Actions	Table Views — Saved table filters and column settings. The highlighted view is currently displayed. Click on a view to display the table with the saved filter and column settings. Filter — Opens the Filter menu, where filters based on column values can be applied. When filters are applied, the number of conditions is displayed next to the button. Columns — Opens the Columns menu, where table columns can be hidden, shown, and rearranged. Export - Exports the table to a .csv file. Refresh Data - Refreshes the table without changing the view.

Table Columns

The Past table lists all past prep sheets and the following details:

Column	Description
Weekday	Day of the week the prep sheet was created on.
Status	Status of the prep sheet — whether it is printed or not printed.
Recipes	Number of recipes to prep on the sheet.
Created On	Date and time the prep sheet was created.
Created By	User that created the prep sheet.
Modified On	Date and time the prep sheet was last edited or changed.
Modified By	User that last edited or changed the prep sheet.

Prep Recipes Tab

The Prep Recipes tab lists all prep recipes that are available to add to prep templates at the selected location. These are all the recipes that have been added as prep recipes. Clicking a prep recipe opens the prep recipe record.

Table Columns

Column	Description
Name	Name of the prep recipe. The name is hyperlinked to the prep recipe record and opens for users with access.
Available Toggle	Indicates whether the prep recipe is available for use. When toggled off, the prep recipe is inactive. It is unavailable to add to new templates, inactive on existing templates, and unavailable for prep. When toggled on, the prep recipe is active on its associated prep templates and appears on associated prep sheets. Important Note About Prep Recipes From Purchased Items For prep recipes that originated from purchase items, the Available toggle is permanently locked once turned off — availability cannot be re-enabled. Prep recipes created from recipe items are not affected. For more information, see Purchase Item Prep Lock.
Prep Station	Prep station assigned to the prep recipe.
Prep Category	Prep Category assigned to the recipe.
Batch Size	The standard batch size of the prep recipe. This is the Batch Qty and Batch U of M as assigned on the prep recipe record.
Inventory U of M	Unit of measure (U of M) used to count the recipe in inventory. On the prep recipe record, this is the Default Count U of M.
Shelf Life	Shelf life as it is on the prep recipe record. This is the length of the time that the prep recipe can be stored before it is no longer usable.
Duration	The amount of time it takes to prepare this prep recipe.
Instructions	Instructions for preparing this prep recipe.
Created On	Date and time the prep recipe was created.
Created By	User who created the prep recipe.
Modified On	Date and time the prep recipe was last edited.
Modified By	User who last edited the prep recipe.