Prep Sheet

Location

Select the location that the prep sheet is going to be run for. The items that appear will be prep sheet items associated with the location selected. Only one location can be selected.

As Of Date

The date that the prep sheet is being run for. The prep suggestions calculated will be for the date selected. Users can select today, yesterday, or click the calendar to select a specific date from the same week. 

Show Shelf Life

Elect whether to include the items' shelf life on the report. This column is informational only and does not impact prep suggestion calculations.

The default setting is No.

When set to yes, the prep sheet will show an additional column labeled Shelf Life, which will include the shelf life information assigned to the item on the purchased item record or recipe record. 

Select Categories

Indicate which prep categories to include on the report. The default setting is all. 

Rounding

Elect whether or not to round calculated values to the nearest whole number.

• When Whole Numbers is selected, values will round to the nearest whole number.

• When No Rounding is selected, values will display as decimals. 

View Options

Provides the user with options to select, save, edit, or delete a report view.
For more information about these controls, see My Reports: Using My Reports.

Run

Generates the report.
The green arrow button opens a drop-down from which users can Export, Email, or Print the report.

Location

The location that the prep sheet is for.

Date

The date for the suggested prep information. 

Prep Category

Items are grouped into prep category. Prep categories are sorted by alphabetical order.

Prep categories are assigned to the item on the Purchased Item Record Settings Tab. Users can create and manage prep categories from the Prep Settings sidesheet. To learn more about prep categories, click here.

Item Name

The name of the item to prep. 

Prep UofM Name

The unit of measure assigned to the item for prep purposes. For purchased items, this is set on the purchased item record. For recipes, this is set on the recipe record. 

Shelf Life

When shelf life days are entered on the purchased item or recipe record, the field information will appear here.

Purchased Item Record

Recipe Record

Shelf life values are informational only and do not impact prep suggestion calculations. 

Prep Suggestion

The number of units that the system suggests should be prepped.

On Hand

This column will be empty and available for employees to manually complete. 

To Prep

This column will be empty and available for employees to manually complete.