This feature is in beta for select customers. Contact your CSM for more information.
Prep Management in R365 guides restaurants through all parts of the food preparation process, from setup to daily execution. It combines administrative setup tools with restaurant-level prep tracking to ensure consistent preparation, accurate quantities, and reduced waste across locations.
Prep Management links two workflows:
Prep for Food Administration: where prep items, prep lists, and prep settings are created and configured.
Prep for Restaurant Management: where store managers use prep sheets and available-to-prep items to plan and complete daily food prep.
On the administrative side, prep administrators create and organize the data that drives prep sheets:
Prep Settings define how prep sheets calculate quantities and how items are organized. These settings apply to selected locations through assigned configurations.
Prep Items are created from existing purchased items or recipes, then categorized by prep station and prep category.
Prep Lists group prep items and assign the groups to specific stores. Dependent on their item access, locations linked to a prep list can access those prep items as available to prep.
On the restaurant management side, store users see the results of that setup:
Items from assigned prep lists appear on the Available to Prep list for that store.
The available items are used to generate Prep Sheets, which calculate suggested quantities based on estimated usage and current on-hand amounts.
Once reviewed, prep sheets can be printed so the suggested prep quantity can be used to guide daily prep in the restaurant.
Together, these form the complete prep workflow—from defining what can be prepped to producing printed prep sheets that guide store-level food prep.
Navigation
Navigation Steps
Open the Inventory application.
Expand Prep.
To open the Prep page, click Prep.
OR
To open the Prep Sheets page, click Prep Sheets.
Search
Navigate to pages with the R365 global search bar:
Enter all or part of the page name in the R365 global search bar.
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.
Security
The following permissions are associated with Prep Management:
Food
Advanced Prep
Prep Items
View Prep Items
Edit Prep Items
Create Prep Items
Delete Prep Items
Prep Lists
View Prep Lists
Edit Prep Lists
Create Prep Lists
Delete Prep Lists
Prep Settings
Configurations
View Configurations
Edit Configurations
Prep Categories
View Prep Categories
Edit Prep Categories
Prep Stations
View Prep Stations
Edit Prep Stations
Prep Sheets
View Prep Sheets
Edit Prep Sheets
Create Prep Sheets
Delete Prep Sheets
Prep Page
The Prep page is the main site location for prep administration. From this page, prep administrators can:
Manage and organize prep items
Build and assign prep lists
Configure Prep Configurations, Prep Stations, and Prep Categories
Prep Sheets Page
The Prep Sheets page is where store managers perform daily prep. From this page, users can:
View all items Available to Prep items
Start, review, and print Prep Sheets
Track completed and past prep activity
