This article is part of Prep and covers Prep Categories. 

When the Prep toggle on the Purchased Item Record is toggled on, or the Prep Sheet checkbox is checked on the Recipe Record, the item will be available on the Prep Sheet Report. The Prep Sheet gives restaurants suggestions for prep, including what to prep and how much to prep. All items on the Prep Sheet are sorted into Prep Categories. 

When a purchased item or recipe is added to the prep sheet, users should select a prep category for the item. Users can select from R365 default prep categories or create customized prep categories.  

From the new Prep Settings sheet, users with the appropriate permissions can add, edit, and manage prep categories. 

TABLE OF CONTENTS

• Security
• Navigation
  • Purchased Item Record
  • Recipe Record
• Prep Settings Sidesheet

Security

The permissions listed here are associated with Prep Categories. These permissions can be added to custom user roles or single users. Learn more about managing permissions and custom user roles here

Prep Settings permissions are found in the permission tree as follows:

• Food

  • Prep

    • Prep Settings

      • Prep Categories

        • View Prep Categories

        • Edit Prep Categories

The Permission Access report can be used to determine which user roles or users already have these permissions assigned.

Learn more about user setup and security here.

Navigation

The Prep Categories sheet can be opened from both the Smart Ops Purchased Item Record and the Recipe Record. 

Purchased Item Record

Users can assign a prep category to a purchased item from the Prep section of the Purchased Item Record's Setting tab.

	Open the desired purchased item record and navigate to the settings tab.
	Toggle on the Prep section to open the item's Prep fields.
	Click the Prep Category field to open the field menu.
	From the list, click Manage Categories.
	The Prep Settings will open as a sidesheet.

Recipe Record

Users can assign a prep category to a specific item from the Prep section of the Recipe Record's Recipe tab.

	Open the desired recipe record and navigate to the recipe tab.
	Check the Prep Sheet checkbox to open the item's Prep fields.
	Click the Prep Category field name hyperlink.
	This will open the Prep Settings sheet as a pop out in the center of the page.

Prep Settings Sidesheet

	Field	Description
	Show Inactive Toggle	When toggled on, all prep categories will show on the list, including those that are marked as inactive. When toggled off, only active prep categories will appear on the list.
	+ Add Category	Creates a new prep category. This will open an empty field on the list, where users can enter the name of their desired prep category.
	Prep Category Name	The name of the prep categories sorted in alphabetical order. Clicking a created prep category name will enable in-grid edits. Note: Only user-created categories can be edited. R365's default prep categories cannot be changed.
	Active Toggle	Activates or inactives the prep category. When toggled on, the selected prep category will be available for selection on Prep Items and Prep Recipes. When toggled off, the selected prep category will not be available as a category selection.
	Delete	Deletes the prep category from the list.
	Add Category	Creates a new prep category. This will open an empty field on the list, where users can enter the name of their desired prep category.

Once a category has been created in Prep Settings and marked as active, it will appear as a selection in the Prep Category selection menus on the Purchased Item Record and the Recipe Record.