The Prep Sheet gives generates a list of all prep items and the system-calculated quantity suggestions to prep.
The Prep Sheet uses the average PMIX (product mix based on menu item sales) usage of the same business day for the last four weeks (excluding 0s) to calculate a suggested total quantity of items needed for the business day. The Prep Sheet sorts items by prep categories and displays what items need to be prepped and how much of each item should be prepped. This report can be printed and used in the restaurant.
Report Prerequisites
The Prep Sheet will only list items that have been set to appear on the report that are also linked to a menu item or used in a recipe linked to a menu item. Click a link below to learn more:
Linking menu items
Prep toggle on the purchased item record
Prep Sheet checkbox on the recipe record
Navigation
The My Reports search bar can be used to search R365's entire catalog of reports.
- Open the Reports app.
- Navigate to My Reports.
- Enter all or part of the report name in the search bar.
- The Results tab will open with the list of search results.
- From beneath the report name, click Run to run the report with the selected report view.
-OR-
Click Customize to adjust the report parameters and run the report.
Report Parameters
Field | Description |
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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 Instructions | Elect whether to include the prep instructions on the report. |
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.
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View Options | Provides the user with options to select, save, edit, or delete a report view. |
Run | Generates the report. |
Prep Sheet Report
Field | Description |
---|---|
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. |
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. |
Instructions | When instructions for prep are entered on the purchased item or recipe record, the field information will appear here. |
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. |