Available to Prep Tab

In Beta

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

In Prep Management, the Prep Sheets page includes the Available to Prep tab. This tab lists all prep items that are available to prep at the selected location. The items in the table at the time a prep sheet is created will be the prep items on the prep sheet.

Available to Prep items are the items that are listed on prep lists that are associated with the selected location and enabled or marked as available to stores. From the prep list(s) , only the prep items available to the selected location will appear on the Available to Prep list. Clicking a prep item from the list will open the prep item record.

Use this tab to review the available prep items and their details before creating a prep sheet to ensure that prep work is properly planned.

Navigation

Open the Inventory application.
Expand Prep.
Select Prep Sheets.
Click Available to Prep.

Security

The following permissions are necessary to access the Available to Prep tab:

Food
- Advanced Prep
  - Prep Items
    - View Prep Items
    - Edit Prep Items
      Users with View and not Edit can open and view the prep item record, but cannot make any changes. The Edit permission enables users to make changes to the prep item record.

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.

Available to Prep Tab

	Field	Description
1	Location Selector	Select the location for the page. The items shown are the items associated with the location selected here.
2	Prep Settings	Opens the prep settings, where prep configurations, prep stations, and prep categories can be managed. Only users with the proper permissions can see the Prep Settings button.
3	Create	Creates a prep sheet.
4	Prep Sheets tab	Opens the prep sheets tab, where all prep sheets for the selected location can be viewed.
5	Available to Prep tab	Opens the Available to Prep tab, where all prep items available to the location are listed.
6	Search	Searches the list for all entered keywords.
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 columns 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.
8	Available to Prep List	List of the prep items that are available to prep and the item details.

Table Columns

Column	Description
Name	Name of the prep item. The name is hyperlinked. Users that have access to view prep item records can click the link to open the prep item record.
Prep Station	Prep station assigned to the prep item
Prep Category	Prep Category assigned to the item.
Batch Size	The standard batch size of the prep item. This is the Batch Qty and Batch UofM as assigned on the prep item record.
Inventory U of M	Unit of measure (UofM) used to count the item in inventory. On the prep item record, this is the Default Count U of M.
Shelf Life	Shelf life as it is on the prep item record. This is the length of the time that the prep item can be stored before it is not longer usable.
Duration	The amount of time it takes to prepare this prep item.
Instructions	Instructions for preparing this prep item.
Source Item	The based item used to create the prep item. This is the purchased item or recipe item in R365 that the prep item is tied to.
Source Item Type	Type of item used to create the prep item. This may be a purchased item or a recipe item.
Created On	Date and time the prep item was created.
Created By	User who created the prep item.
Modified On	Date and time the prep item was last edited.
Modified By	User who last edited the prep item.