Daily Prep "Reversal" Transactions: Best Practices

• You should perform any negative Daily Prep in a separate transaction; i.e. - you should not mix recipes with negative quantities and recipes with positive quantities in the same transaction. This includes if you catch it the next day, even when you know you need more. For example: If you always make 10 pizzas, but accidentally hit 100, you should do -90 for the previous day, and +10 for the current day, to keep issue/inventory costs as close to correct as possible.
• When performing a negative Daily Prep transaction, be sure to enter the same Daily Prep Date as the original transaction that you are attempting to "undo".
• Negative Daily Prep transactions should be completed in the same Post period as the original transaction.
• Do not enter negative prep quantities when the "Include Selected Catering Orders" box was checked at the beginning of the transaction. This is important because depending on how the location's Recommended Order settings are configured, when you "Finalize" a Daily Prep transaction that includes a catering order, it may automatically close the Catering Customer Order. This leaves the possibility that the user might close a Customer Order without physically completing the necessary prep to fulfill the order.