Prep Management Overview

  • Updated on Feb 3, 2026
  • Published on Nov 5, 2025
  • 2 minute(s) read
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In Beta

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 recipes, prep lists, and prep settings are created and configured.

  • Prep for Restaurant Management: where store managers use prep sheets and available-to-prep recipes 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 prep recipes are organized. These settings apply to selected locations through assigned configurations.

  • Prep Recipes are created from existing recipes, then categorized by prep station and prep category.

  • Prep Lists group prep recipes and assign the groups to specific stores. Dependent on their item access, locations linked to a prep list can access those prep recipes as available to prep.

On the restaurant management side, store users see the results of that setup:

  • Prep recipes from assigned prep lists appear on the Available to Prep list for that store.

  • The available recipes 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

  1. Open the Inventory application.

  2. Expand Prep.

  3. 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:

  1. Enter all or part of the page name in the R365 global search bar.

  2. 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 Recipes

        • View Prep Recipes

        • Edit Prep Recipes

        • Create Prep Recipes

        • Delete Prep Recipes

      • 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:

Prep Sheets Page

The Prep Sheets page is where store managers perform daily prep. From this page, users can: