--- title: "Prep Settings Page" slug: "prep-settings-page" description: "Overview of the Prep Settings page: four tabs — Templates, Configurations, Stations, and Categories — each managing a different aspect of prep setup." updated: 2026-09-08T06:30:22Z published: 2026-09-08T06:30:22Z canonical: "docs.restaurant365.com/prep-settings-page" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt > Use this file to discover all available pages before exploring further. # Prep Settings Page The **Prep Settings** is were all prep-related settings are managed. The Prep Settings page provides access to **prep templates**, **prep configurations**, **prep stations,** and **prep categories**—the core settings that define how prep quantities are calculated and how recipes are organized on prep sheets. These settings control how recipes are prepped, the logic behind suggested prep quantities, and how recipes appear on prep sheets when grouped or sorted. The Prep Settings window opens from the Prep page by clicking the gear button. --- ## 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 - Prep Templates - View Prep Templates - Edit Prep Templates - Delete Prep Templates - Create Prep Templates These permissions can be added to [custom user roles](https://restaurant365.us.document360.io/doc/docs/custom-user-roles) or [individual users](https://restaurant365.us.document360.io/doc/docs/users-overview-and-security). The [Permission Access report](https://restaurant365.us.document360.io/doc/docs/generating-a-permissions-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](/doc/docs/user-setup-security-and-location-access). --- ## Navigation ****Navigation Steps**** 1. Navigate to the **Inventory** app. 2. Open **Prep**. 3. Select **Prep Sheets**. 4. Click the **gear** button ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-T9PQVSA7.png?sv=2026-02-06&spr=https&st=2026-11-10T23%3A13%3A41Z&se=2026-11-11T00%3A13%3A41Z&sr=c&sp=r&sig=7Uu9psVBeneD%2BNyWFt4w%2FdDgJVRDT5E6dIHNPIXKRtA%3D). ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-8JG6R0US.png?sv=2026-02-06&spr=https&st=2026-11-10T23%3A13%3A41Z&se=2026-11-11T00%3A13%3A41Z&sr=c&sp=r&sig=7Uu9psVBeneD%2BNyWFt4w%2FdDgJVRDT5E6dIHNPIXKRtA%3D) ****Search**** Navigate to pages with the [R365 global search bar](/doc/docs/r365-search): 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. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-1745007955784.png?sv=2026-02-06&spr=https&st=2026-11-10T23%3A13%3A41Z&se=2026-11-11T00%3A13%3A41Z&sr=c&sp=r&sig=7Uu9psVBeneD%2BNyWFt4w%2FdDgJVRDT5E6dIHNPIXKRtA%3D) --- ## Prep Settings ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-GOEH5KT8.png?sv=2026-02-06&spr=https&st=2026-11-10T23%3A13%3A41Z&se=2026-11-11T00%3A13%3A41Z&sr=c&sp=r&sig=7Uu9psVBeneD%2BNyWFt4w%2FdDgJVRDT5E6dIHNPIXKRtA%3D) | | Button/Field | Description | | --- | --- | --- | | **1** | Prep Templates | Opens the Prep Templates tab, where prep templates can be created and managed. This is the default tab when the Prep Settings are opened. | | **2** | Configurations | Opens the Configurations tab where prep configurations can be created and managed. Prep configurations apply default settings to prep sheets. | | **3** | Prep Stations | Opens the Prep Stations tab where prep stations are created and managed. Prep stations are the physical areas or job stations where prep recipes are made. | | **4** | Prep Categories | Opens the Prep Categories tab where prep categories are created and managed. Prep categories are the type of action required to prepare a recipe. | | **5** | Page Actions | Take the following actions on the page: - **Help** - Access knowledge base articles or the support center. - **Minimize/Maximize** - 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. - **Close -** Closes the prep settings page. | --- ### Prep Templates Tab ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-JUH2V1JE.png?sv=2026-02-06&spr=https&st=2026-11-10T23%3A13%3A41Z&se=2026-11-11T00%3A13%3A41Z&sr=c&sp=r&sig=7Uu9psVBeneD%2BNyWFt4w%2FdDgJVRDT5E6dIHNPIXKRtA%3D) | | Button/Field | Description | | --- | --- | --- | | **1** | Add Template | Adds a new prep template. This opens the prep template form. | | **2** | Search | Filters the table for the entered text. | | **3** | Table Actions | The following table actions: - **Search** - Filters the table for the entered text. - **Filter -** Opens the [Filter menu](/doc/docs/filtering-tables), where filters based on column values can be applied. When filters are applied, the number of conditions is displayed next to the button. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-1750356101842.png?sv=2026-02-06&spr=https&st=2026-11-10T23%3A13%3A41Z&se=2026-11-11T00%3A13%3A41Z&sr=c&sp=r&sig=7Uu9psVBeneD%2BNyWFt4w%2FdDgJVRDT5E6dIHNPIXKRtA%3D) - **Columns** - Opens the [Columns menu](/doc/docs/adjust-table-columns), where table columns can be hidden, shown, and rearranged. The number of hidden columns is displayed next to the button. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-1750356013521.png?sv=2026-02-06&spr=https&st=2026-11-10T23%3A13%3A41Z&se=2026-11-11T00%3A13%3A41Z&sr=c&sp=r&sig=7Uu9psVBeneD%2BNyWFt4w%2FdDgJVRDT5E6dIHNPIXKRtA%3D) - **Export** - [Exports the table](/doc/docs/export-grid-data) to a .csv file. - **Refresh Data** - Refreshes the table without changing the view. | | **4** | Prep Templates List | List of all prep templates and their details. Read more about the column details below. | #### Table Columns | Column | **Description** | | --- | --- | | Name | List of created prep templates. Clicking a line entry will open the template. | | Available for Use Toggle | Whether the prep template is available for use to the assigned locations when starting prep. - When toggled **on**, this prep template and its available items will be available to the assigned locations when they begin a prep sheet. - When toggled **off**, this prep station is unavailable for selection on the prep recipe record. | | Locations | Locations assigned to the selected template. > Only the locations assigned to a prep template will have access to use it when creating prep sheets. The available prep recipes on the prep templates will be determined by location access. | | Items | The number of prep recipes on the prep template. | | Created by | The user who created the template. | | Created on | The date and time when the template was created. | | Modified on | The timestamp for when the template was last edited. | | Modified by | The user who last edited the template. | --- ### Configurations Tab ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-Z8ZT7W88.png?sv=2026-02-06&spr=https&st=2026-11-10T23%3A13%3A41Z&se=2026-11-11T00%3A13%3A41Z&sr=c&sp=r&sig=7Uu9psVBeneD%2BNyWFt4w%2FdDgJVRDT5E6dIHNPIXKRtA%3D) | | 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. | | Locations | Locations assigned to the selected configuration. | | 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 who last edited the configuration. | > At this time, a single Default Configuration applies to all locations. Read more about [managing prep configurations](/doc/docs/edit-prep-configurations). --- ### Prep Stations Tab ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-1JIZLDLZ.png?sv=2026-02-06&spr=https&st=2026-11-10T23%3A13%3A41Z&se=2026-11-11T00%3A13%3A41Z&sr=c&sp=r&sig=7Uu9psVBeneD%2BNyWFt4w%2FdDgJVRDT5E6dIHNPIXKRtA%3D) | | **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 | Recipes in use | The number of recipes 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 reciperecord. > Deactivating a prep station that has recipes in use will remove the prep station from the prep recipe(s). The prep recipe(s) will need to be assigned to a new station. | | 6 | Delete | Deletes the prep station. > A confirmation prompt notes that the prep station is tied to recipes and requests confirmation of the deletion. Deleting removes the prep station from all associated recipes, and each prep recipe must be reassigned to a new prep station. > > > > ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-QR66VS7S.png?sv=2026-02-06&spr=https&st=2026-11-10T23%3A13%3A41Z&se=2026-11-11T00%3A13%3A41Z&sr=c&sp=r&sig=7Uu9psVBeneD%2BNyWFt4w%2FdDgJVRDT5E6dIHNPIXKRtA%3D) | Read more about [managing prep stations](/doc/docs/manage-prep-stations). --- ### Prep Categories Tab ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-5Y9IB3HS.png?sv=2026-02-06&spr=https&st=2026-11-10T23%3A13%3A41Z&se=2026-11-11T00%3A13%3A41Z&sr=c&sp=r&sig=7Uu9psVBeneD%2BNyWFt4w%2FdDgJVRDT5E6dIHNPIXKRtA%3D) | | 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 category. This should be the action taken to prep a recipe (hot prep, chop, defrost ahead, etc.). | | 4 | Recipes in use | The number of recipes 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 recipes in use will remove the prep category from the prep recipe(s). The prep recipe(s) will need to be assigned to a new category. | | 6 | Delete | Deletes the prep category. > A confirmation prompt notes that the prep category is tied to recipes and requests confirmation of the deletion. Deleting removes the prep category from all associated recipes, and each prep recipe must be reassigned to a new prep category. > > > > ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-JXU09V9R.png?sv=2026-02-06&spr=https&st=2026-11-10T23%3A13%3A41Z&se=2026-11-11T00%3A13%3A41Z&sr=c&sp=r&sig=7Uu9psVBeneD%2BNyWFt4w%2FdDgJVRDT5E6dIHNPIXKRtA%3D) | Read more about [managing prep categories](/doc/docs/manage-prep-categories).