Prep Logs are beneficial in tracking both the cost of individual ingredients and entire Recipe batches. Once a Prep Log is Approved, this will physically update the Usage Per $1000, the Theo On Hand, and the Cost of the Recipe Item. 

Learn how Prep Logs can be memorized here.


TABLE OF CONTENTS

Security

 

The Permissions listed here are associated with Prep Logs. These Permissions can be added to Custom User Roles or single Users. Learn more about managing Permissions and Custom User Roles here.

 

Prep Log Permissions are found in the Permission Tree as follows:

  • Food
    • Prep
      • View Prep Logs
      • Edit Prep Logs
      • Create Prep Logs
      • Approve Prep Logs
      • Unapprove Prep Logs
      • Delete Prep Logs

 

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.


Setup


For items to be added to a Prep Log, the Log Prep checkbox on the Recipe tab of their Recipe Item records must be checked prior to creating a Prep Log.


Important Note: The Log Prep checkbox is only available if your organization used prep logs prior to Q4 2023. For all other users, this checkbox has been removed to make way for Prep updates. The Prep Sheet checkbox is available to all users. For more information on the Prep Sheet, click here.



Create a Prep Log




To create a new Prep Log, first navigate to Smart Ops. In the left navigation menu, click 'Prep Log' under the 'Food' category.



1) Number - The identifying number associated with this Prep Log. This will be auto-populated, but editable

  • Note: This filed is not editable for logs generated from memorized Prep Logs.

2) Date - The date the Prep Log was created. This will auto-populate to the current day

3) Location - The Location that will be using this Prep Log. Only one Location can be selected



To view old Prep Logs, navigate to 'Inventory Transactions' under the 'Inventory' listing in the Operations module.

  • Note: Prep Logs will not be included in the All Transactions grid because they do not have an Accounting impact



Log Tab



1) Select Item - An item recipe marked as prepped at that Location. This can be found on the Recipe Item and Item Location records. When added to the grid below, this item will become hyperlinked to its Recipe Item record

2) Shelf Life - The amount of time until this Recipe Item is expired. This is located on the Item record under the 'Recipe' tab and is valuable in providing suggestions (#9) for prep

3) Station - The Station that will be prepping this Recipe

4) Batch Qty - The amount of the batch needed for this Prep Log. When a number is added, a black triangle will appear next to the quantity after a Suggestion is made, allowing the User to view the algorithm used


 

5) Batch U of M - The Unit of Measure per one batch of the Recipe Item

6) Batch Cost - The cost of making the Recipe Item per one batch U of M

7) Total Cost - The Batch Cost multiplied by the Batch Quantity 

8) Add / Clear Button - This will either add or clear the information from the line. If added, the line will appear in the grid 

9) Suggest Prep - This button will provide suggestions of additional items to be prepped only after an item is added into the grid. These suggestions are made based on the last 90 days of prep history (usage per $1000 over the last 90 days + any Approved Prep Logs in between. This is then applied to the Forecast for the Shelf Life from the Date on the record minus the Theoretical on hand). The more this recipe is prepped, the smarter this Suggestion will be 



Ingredients Tab



1) Ingredient - The ingredients that make up all of the Recipe Items selected in the 'Log' tab

2) U of M - The Unit of Measure for each item

3) Quantity - The U of M amount needed for each item based on the Batch quantity

4) Each Amount - The cost of each U of M 

5) Total - The cost of each U of M multiplied by the Quantity. The Grand Total of all line items will be summed at the bottom, right-hand corner of the grid


Prep Log Actions



1) Start With Template - Opens a Memorized Prep Log

2) Memorize - Memorizes the Prep Log for future use. Click here for more information on Memorized Prep Logs

3) Print Log - Prints out a copy of the Prep Log to hang and use at the Prep Station

4) Print Pull List - Displays the Ingredients Tab broken out by station

5) Delete - Deletes the Prep Log