Create or Edit a Daily Prep Transaction

When creating a new Daily Prep transaction, the user will select the specific day and can select a specific start time that the Daily Prep will be performed. Once started, the application will calculate Projected Consumption for each recipe and base a "Recommended Production for Prep" quantity on that projection. Each eligible recipe for which this quantity can be calculated (i.e. recipes that need to be made) will be displayed on the screen by default. (See Daily Prep Data & Calculations"Daily Prep Data & Calculations" for more details on these values.)

Daily Prep transactions can be created for any date up to and including the last Post Date that has been set up for the location. However, a Daily Prep transaction cannot be finalized prior to the Daily Prep Date. Users may perform Daily Prep as many times per day as necessary. An "Incomplete" Daily Prep transaction can be edited but once a transaction has been finalized, it cannot be edited.

Note: The Dashboard will display an “Incomplete Daily Prep” task for all previous dates for which Daily Prep was started but not completed.

From the Production menu, click Create Daily Prep.

To edit an existing transaction, click Recent Daily Prep, then click the Edit link for the desired transaction. Then skip to Step 12.

If available, select a Prep Location. {Note}: This field will only be visible if an “Internal” Customer is flagged as a Prep Location. When selected, recipe components will be depleted from the Storage Location linked to the Prep Location. (The system will ignore "Smart Picklist" and will NOT deplete from other storages.) If not selected, components will be depleted from their primary Storage Location.
Enter or select a Daily Prep Date. This must be > the Post Date of the last posted period for the location.
Select one or more options from the Daypart drop-down. To remove a Daypart, click the [X] (Delete) icon for the desired option. {Note}: For Menu Planner locations, this will include "All Day".
Select a Start Time from the drop-down (optional). This will be used to calculate Projected Consumption for each eligible recipe, based on the Shelf Life and Prep Time of the recipe and the historical consumption (i.e. Menu Mix sales or Buffet Consumption) of the recipe on the same day of the week as the selected "Daily Prep Date". If a Daypart is selected, the Start Time should be within the time frame of the selected Daypart, to indicate that Projected Consumption is only required for a part of that period.

Note: If Projected Consumption values are being imported or if the transaction includes linked catering orders, the Daypart and Start Time selections will not be applicable.

Select a Template to display only the recipes linked to that template (optional).
If necessary, check the Include Recommended Production = 0 box to display recipes for which Net-Chef has determined Daily Prep is not required.
Enter a Description for the transaction. (If left blank, this will be set to the Daily Prep Date after clicking "Continue".)
If necessary, select a Prep Station to display only the recipes linked to that prep station (optional).

Note: If the transaction only includes recipes linked to catering orders, the Template, Prep Station and Include Recommended Production = 0 selections will not be applicable.

If necessary, check the Include Selected Catering Orders box to indicate that this transaction should factor the selected orders into the Projected Consumption formula. If so, click the [...] button to open a window in which to select the desired orders.
If the box above is checked, you can check the Include Additional Projected Consumption box to indicate that this transaction should also include consumption based on the "Production Driven By" historical parameters and/or Menu Plans.
Click Continue to proceed.

If you have incoming orders or transfers due today that have not yet been reconciled, an alert message will appear indicating that these incomplete transactions may affect component quantities available for Daily Prep. If you wish to reconcile those transactions first, click Cancel. Otherwise, click Continue to proceed to the Daily Prep detail screen.

Note: An alert message will be displayed in the screen header if the Daily Prep Date has special Promotions scheduled or if the date is set up as a Holiday for the location.

To choose specific recipes to prep, use Filter By Template, Filter By Prep Station, Filter By Menu (if available), or the Funnel (Filters) icon to filter the list. <Tip>

All recipes matching the search criteria will be displayed.

Notes: Users can click any column header to sort by the data in that column. If a Daypart was selected, Projected Consumption and Recommended Production for Prep will be calculated and displayed for that daypart, otherwise they will calculated and displayed for the whole day. This is displayed for recipes linked to the specific day/daypart in a Menu Plan defined in Enterprise Manager Web but which can be viewed and modified here in Net-Chef.

When a user clicks a Recipe Name hyperlink, the application will open a pop-up window displaying the Recipe Details for that recipe.
Perform the following optional tasks as needed. For details, click HERE.

Click the Plus (Add) icon to add a recipe to this day’s prep. A window will open listing all of the available recipe items not already displayed on the Daily Prep screen.
If available, click Daypart to view or print historical sales of the recipes displayed, broken down by daypart.
Click Scale Recipes to view or print the instructions for each recipe on the Daily Prep transaction.
Click Pre-Production to view or print the pre-production details for recipe components of the Daily Prep recipes. This allows for preparation ahead of time if, for example, some of the ingredients need to thaw overnight.
Click Validate Sub-Recipes to verify whether components that are prep recipes (sub-recipes) have sufficient quantities available and/or planned for the day’s Production to produce the Daily Prep recipes.
Click Validate Components to verify whether the company product components have sufficient quantities available to produce the Daily Prep recipes.
Click Picklist to view or print a list of the components and the appropriate quantities required to make all of the Daily Prep recipes.
If available, click Projected Consumption to view or print projected consumption per day and daypart for each Daily Prep recipe, to assist users in anticipating Daily Prep needs throughout the day. (This button is not available in aggregating locations and/or if Projected Consumption values are being imported.)
Click the Prep Sheet button to print a prep sheet for use in accurately capturing data needed to finalize the Daily Prep transaction.
To remove a recipe from the screen, click on the desired row and click the Trash Can (Delete) button.

Enter the Actual Production quantity of each recipe or click the Use Recommended (->|) button to populate this field with the "Sugg. Prod. For Prep" quantity. The application will use the quantity in this field to determine the quantities of each component required to make the recipe and deplete those quantities from inventory. This field will be highlighted in yellow if the quantity is less than the Minimum Batch size OR greater than the Maximum Batch size defined for this recipe. (Changes made to this field will NOT update linked Catering Orders.)

<Pro Tip>: In the event that you previously completed prep with an incorrect quantity, you can enter a negative quantity to "undo" some or all of the prepped amount. (Not allowed if the recipe or its components are lot-tracked.) This quantity of the recipe will be removed from inventory and the appropriate amount of each recipe component will be returned to inventory. Please note that doing this will NOT recalculate or reset the recipe's Issue Cost. To see a list of Best Practices, click HERE. {Note}: When a Prep Location is selected for the transaction, the "Cumul. Actual for Day" column will only include prep quantities for transactions associated with the same selected Prep Location.

To download and print a copy of the transaction, click the Printer (Export) icon.
To save the transaction without finalizing it, click the Save and Close button. This allows you to save the in-process transaction and complete it later.
When ready, click Finalize and Close to complete the Daily Prep transaction and return to the summary screen or click Finalize and Create New to complete the transaction and start a new one. If a recipe is lot tracked and the location is a lot tracking location, the application will generate a lot number for the recipe automatically.

If "Daily Prep Review" is enabled for the location in Enterprise Manager, a Review button will be available to allow users to proceed and verify the recipes and quantities for prep prior to finalizing the transaction. Authorized users will be allowed to finalize Daily Prep even if there is an insufficient quantity of one or more components in inventory.

Note: The "Finalize" process will complete the Daily Prep transaction by depleting the recipes’ components from inventory, placing the finished recipe items into inventory, and recalculating the Issue Cost of each recipe. A Daily Prep transaction cannot be finalized prior to the Daily Prep Date. For transactions linked to catering orders, this will automatically close the linked orders when "Catering Orders deplete by" = 'Menu Mix'.