Prep Settings Page

In Beta

This feature is in beta for select customers. Contact your CSM for more information.

The Prep Settings window is where all prep-related settings are managed. From this window, users can access and maintain prep configurations, prep stations, and prep categories—the core settings that define how prep quantities are calculated and how items are organized on prep sheets.

These settings control both the logic behind suggested prep quantities and how items appear when grouped or sorted.

The Prep Settings window can be opened from either the Prep Page or the Prep Sheets Page.

Security

The following permissions are associated with the prep settings page:

Prep Settings
- Configurations
  - View Configurations
  - Edit Configurations
- Prep Categories
  - View Prep Categories
  - Edit Prep Categories
- Prep Stations
  - View Prep Stations
  - Edit Prep Stations

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

Prep Page Navigation Steps

Navigate to the Inventory app.
Under Prep, select Prep.
Click the gear icon .

Prep Sheets Page Navigation Steps

Navigate to the Inventory app.
Under Prep, select Prep Sheets.
Click the gear icon .

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.

Prep Settings

	Button/Field	Description
1	Configurations	View and manage prep configurations from this tab.
2	Prep Stations	View and manage prep stations from this tab.
3	Prep Categories	View and manage prep categories from this tab.
4	Help	Access knowledge base articles or the support center.
5	Screen Adjuster	Minimizes or maximizes the prep settings page. When minimized, the prep settings page will appear as a half-screen panel. When maximized, the prep settings page will fill the screen.
6	Close	Closes the prep settings page.

Configurations Tab

	Button/Field	Description
1	Search	Searches the grid for keywords.
2	Filter	Opens filter options to filter the configurations grid.
3	Prep Configurations Grid	The list of prep configurations and their details. Read about the columns below.
4	Menu	Opens the function menu for a configuration. Menu option(s) include: Edit

Table Columns

Column	Description
Name	List of active configurations. Clicking a line entry will open the configuration. At this time, all users have one default configuration for all locations available.
Locations	Locations assigned to the selected configuration. At this time, all users have one default configuration for all locations.
Created by	The user who created the configuration.
Created on	The date and time when the configuration was created.
Modified on	The timestamp for when the configuration was last edited.
Modified by	The user that last edited the configuration.

Read more about managing prep configurations.

Prep Stations Tab

	Field	Description
1	Show inactive	Shows or hides inactive Prep Stations. When toggled on, inactive stations will appear on the list.
2	Add Station	Adds a new prep station. This will create an empty line on the list to name the new station.
3	Name	Name of the prep station. This should be where the prep takes place (bakery, cold prep station, sauté station).
4	Items in use	The number of items in use that are assigned to this prep station.
5	Active Toggle	Activates/deactivates the prep station. When toggled off, this prep station will be unavailable for selection on the prep item record. Deactivating a prep station that has items in use will remove the prep station from the prep item(s). The prep item(s) will need to be assigned to a new station.
6	Delete	Deletes the prep station. When the prep station is currently in use, users will be notified that the prep station is tied to certain items and be asked to confirm the deletion. This removes the prep station from all associated items. Users will need to reassign a prep station to each prep item.

Prep Categories Tab

	Field	Description
1	Show Inactive	Elect whether to show inactive categories or hide inactive categories. When toggled on, inactive categories will appear on the list.
2	Add Category	Adds a new prep category. This will create an empty line on the list to name the new prep category.
3	Name	Name of the prep categories. This should be the action taken to prep an item (expo, hot prep, chop, defrost ahead, etc.).
4	Items in use	The number of items in use that are assigned to this prep category.
5	Active Toggle	Activates/deactivates the prep category. When toggled off, this prep category will be unavailable for selection in prep. Deactivating a prep category that has items in use will remove the prep category from the prep item(s). The prep item(s) will need to be assigned to a new category.
6	Delete	Deletes the prep category. When the prep category is currently in use, users will be notified that the prep category is tied to certain items and be asked to confirm the deletion. This removes the prep category from all associated items. Users will need to reassign a prep category to each prep item.

Read more about managing prep categories.