This feature is in beta for select customers. Contact your CSM for more information.
Prep recipes can be added, removed, activated, or deactivated within a prep list.
All of these actions are managed from the Add Recipes section of an open prep list.
Security
The following permissions are needed to add or remove recipes from a prep list:
Food → Advanced Prep → Prep Lists →
View Prep Lists
Edit Prep List
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
To edit recipes on a prep list, navigate to the Prep Lists tab, then:
Open the prep list that needs to be edited.
From the General Info section, click Continue.
The Add recipes section will open.
Add or Remove Prep Recipes on a Prep List
To edit the prep recipes on a prep list, follow these steps:
Click steps to expand for additional information and images.
1) Click the Edit Recipes button.
2) Select prep recipes to add new recipes. Deselect current recipes to remove an recipe.
Greyed out checkboxes are prep recipes that are currently on the prep list.
3) Click Save Changes to apply the edits made.
The recipes will be added/removed from the list.
Remove a Prep Recipe From the Table
Prep recipes can be deleted individually or in bulk from the grid. To delete a prep recipe from the grid, follow these steps:
1) Check the boxes of the recipe or recipes that need to be deleted.
When one or more checkboxes is selected, the action bar with the bulk edit option(s) will appear.
2) Click the trash can.
3) Click Remove to remove the selected recipes.
Activate / Deactivate Prep Recipes on a Prep List
If a prep recipe only needs to be deactivated on a prep list temporarily, it can be deactivated instead of removed. It can activated again at any time. Read more about activating/deactivating prep recipes from prep lists.