Print a Prep Sheet

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The final step in the Prep Sheet wizard is to print the prep sheet for restaurant employees. Employees in charge of prep refer to the printed prep sheet to determine what to prep and how much to prep.

Print a prep sheet from the Print button in the Prep Sheet wizard.


Security

The following permission(s) are needed to access prep sheets for printing:

  • Food → Advanced Prep → Prep Sheets →

    • View Prep Sheets

    • Edit Prep Sheets

    • Create Prep Sheets


Navigation Steps

  1. Open the Inventory application.

  2. Expand Prep.

  3. 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.



Prep sheets are printed using the print button in the Prep Sheet Wizard. To print a prep sheet, follow these steps:

Click steps to expand for additional information and images.

1) Open the Prep Sheet Wizard by creating a new prep sheet or opening an existing prep sheet.

Create a New Prep Sheet

Open an Existing Prep Sheet

2) Ensure that Step 1 (On hand count) and Step 2 (Prep quantity review) are complete and correct.

For a new prep sheet, enter on hand counts before moving to Prep Quantity Review. For an existing prep sheet, review both steps to confirm they were completed correctly. If they are incomplete, complete Step 1 and Step 2 as if the prep sheet were newly created.Read more about starting a prep sheet and the Prep Wizard Details.

Step 1: On Hand Count

Step 2: Prep Quantity Review

3) Click Continue to move on to the Print Preview step.

4) Manage the print settings.

The following can be set as needed:

  • Orientation

  • Sort

  • Grouping

  • Format

  • Columns

Read more about the prep sheet print settings.

5) Review the Print Preview. The preview will reflect the print settings.

6) Click Print.

R365 marks the prep sheet as Printed. Use the printed prep sheet to begin food prep.

Important Note About Print Failures

If the browser blocks the print request (for example, a pop-up blocker) or the print job fails, the prep sheet is still marked Printed with no error shown. Check that the physical sheet printed before relying on the status.