Prep Group Setup
Overview:
Prep Groups are used to organize Recipe Items that are Prepared (Prep Items) into groups that simplify data entry, enhance reporting, or better organize worksheets. A Prep Item can be assigned to multiple Prep Groups. A Prep Item must be flagged as counted and prepped before it can be assigned to a group.
Things to know!
- Please click this link if you would like an overview of all Suggested Prep features.
- This feature will only be accessible and visible to users who are given access to it.
- Prep Groups are not required, but they help simplify data entry and worksheets.
- A Prep Item has to be flagged as "Prepped" to be assigned to a Prep Group.
- Prep Items can be assigned to multiple Prep Groups.
- Items can be copied from one Inventory Group to another Inventory Group.
- You can manage the sequence that items listed in a Prep Group.
- A "Source" can be assigned to a prep group.
Add or Edit Prep Groups:
To add, view, edit, or delete Prep Groups, navigate to Recipe & Sales>Setup>Prep Groups. Upon selection, a Prep Group "Find Grid" will display a listing of any Prep Groups that have previously been set up:
Find Grid Definitions:
+ Add, Export, and Search Options:
- The blue "+ Add" button is used to add a new transaction.
- The "XLSX" button will export the information on the grid to a spreadsheet.
- The search option can find any part of a word or date on the grid. When you start typing your search criteria, the search will be initiated.
Edit/Delete: Click the Edit or Delete button to the right on the row of the Item that you wish to edit or Delete.
Special Find Grid Search, Filter, and Sort Tools:
- Magnifying Glass Icon: The magnifying glass at the top of each column in the above grid has a search function that enables you to search within that field. If you hover your mouse over the magnifying class you will see options to use to refine your search.
- Magnifying Glass and Calendar Icon: If a column has a magnifying glass and a calendar at the top of the column, the calendar can be used to select a date, and if you hover over the magnifying glass after you select a date, you will have options to refine the filter (such as equal to or greater than the selected date).
- (All) Incon: Columns that display "All" have a drop-down arrow on the right that is used to select and filter for a specific status. For example, the Active column can be filtered for "Yes" items only.
The Find Grid includes more tools to help you find, filter, or sort the information on the grid according to your requirements. Some of these tools are intuitive, but other helpful tools can easily be overlooked. Please click this link for more information on Find Grid Tools - FAQs.
Prep Group - Criteria Tab:
In the below example, we have selected to edit the Prep Group for Daily Prep. We have landed on the Prep Group Criteria Tab:
Group Name: Select a name for the group that helps you remember which one it is or that makes it unique (especially if you are configuring more than one Item Group. Examples are "Daily Count Items" or "Produce Items".
Source: The source field defaults to Items. However, the Source can be changed to a Recipe & Sales Department or Category using the drop-down.
Default to Display by Sequence: If you plan to put the Prep Items you assign to a Group in a sequence that can be used for the display on the Prep Worksheet and Entry features, then you can select display by sequence as the default.
Active: Active is the default setting for this field and Active is indicated by a checkmark. If you click on the box and remove the checkmark, the Group will become inactive, but can later be made active again.
Available to all Sites: If you have multiple Sites, and if you want this Inventory Prep Group to be available to all Sites, then check this box. If you do not check this box, a tab will appear for selecting the Sites you want this group to be assigned to.
Items Tab:
If Items are selected as the Source then the items can be selected for the group by clicking on the Items tab as shown in the example below:
Please Note that only Recipe Items that have been flagged as "Prepped" will appear in the available column.
Available and Selected: Listed under the Available column are all the Items that are available to be assigned to this Group, but have not been assigned. Listed under the Selected column are all the Items that have been assigned to this Group. To move an Item from one selection to another, check the box by the Item or Items you want to move and then hit the arrow direction < or > that you want to move them to.
Control the Order that Items Display or List: The Drag and Drop button shown above is used to control the sequence that the selected items will display or list within a group. To move a selected item up or down in the list, click on the button next to the item you want to move, hold the click, and drag the Item up or down the list with your mouse.
Copy Items from Another Group: Items can be copied from another group using the "Copy Items" button at the bottom of the dual list box. The Items in the group that you select to copy from, will end up in the Selected column. Below is an example of the Copy Items feature if you click on the Copy Items button:
You can use the drop-down to select the group that you wish to copy from. The copied items will go into the selected Items list box underneath any items you may have already selected. If you check the box for updating the order of existing items, you will be able to change the order of the items after they are copied.
Sites Tab:
Available and Selected: Listed under the Available column are all the Sites that are available to be assigned to this Group. Listed under the Selected column are all the Sites that have been assigned to this Group. To move a Site from one selection to another, check the box by the Site or Sites you want to move and then hit the arrow direction < or > that you want to move them to.
Save or Exit:
Save - Click the save button to save your entry.
Exit - Click the exit button to exit. If you have made unsaved changes, you will be asked if you are sure.