Suggested Prep

Suggested Prep is used to create a prep list for selected prep items based on forested sales, actual sales, and actual inventory.

Preparing to use Suggested Prep

Before you can use Suggested Prep you should do the following:

•	Create an accurate Sales Forecast. For the system to determine how much is needed for each prep item on the Suggested Production Worksheet, a sales forecast has to be completed for the current week and the upcoming week. An inaccurate Sales Forecast may result in an inaccurate Suggested Production.

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Assure that the Theory on hand is accurate. The MenuLink Client calculates a theoretical on hand inventory for each Prep Item listed in the Suggested Production. The Theory On Hand is how much of the Prep Item should be in the restaurant based on what was on hand on the previous day, plus what was prepped and transferred in, minus what was sold and expired.

Note: The system cannot account for wasted product, theft, differences in portioning, or preparation that was not entered into the system. For this reason, it is important that if the user decides not to enter an inventory prior to doing the Suggested Production that they validate that the Theory on Hand amounts are accurate and make any necessary adjustments.

Reassign Prep Items on the Production Worksheet

1.	From the Inventory screen, click Worksheets.

 

2.	Select Reassign Prep Items.

3.	Click the next to Current Prep Station to select the prep station to reassign.

4.	Once the prep station is selected all of the items currently assigned appear.

 

5.	Click the next to the New Prep Station and select the station where you would like to move your prep items.

6.	Click the grey box next to the Prep item you would like to move. Then click to move the item from the current prep station to the new prep station or click the to move the item from the new prep station back to the current prep station.

7.	Click Save when you are finished, to save the changes.

Printing Suggested Prep Worksheet

1.	From the inventory screen click Worksheets.

 

 

2.	Click Print Worksheet.

3.	Click Prep Worksheet.

4.	Click Print, in the application header, to print all prep worksheets.

 

Updating Suggested Prep Amounts

1.	Using the Prep worksheet, verify that the Theory on Hand amounts are correct for all Prep Items.

Remember: it is important to have an accurate Theory on Hand for the system to project the correct prep to make.

2.	If the Theory on Hand is not correct, return to the Inventory Switchboard, click Inventory Posting, and then click Suggested Prep.

3.	This opens the Prep Posting Selection Dialog.

 

4.	Select a production date from the New tab, or select a date from the Existing tab, and click Continue. The system sets the production date to the current date by default.

5.	When Continue is pressed, the Missing Count screen appears if any counts where not entered.

•	Click No to exit suggested production and re enter the missing counts though Look up Existing Inventory.

•	Click Yes to continue the Suggested Production Screen.

6.	In the Prep – Update Suggested Screen you can evaluate the Suggested Production amounts, Adjust the On Hand amounts, Adjust the Make This amounts, and recalculate the Suggested Make This based on any Adjusted On Hand entries.

 

Note: ‘Suggested Make This’ is calculated by subtracting the Theory On Hand amount (or the Adjusted On Hand amount, if entered) for Items that have the specified Prep Item included in their recipe. It is also affected by the percentage entered in the Max Build % by your system administrator. Contact your system administrator for more information.

7.	The Theory On Hand amount can be modified in the Suggested Production by entering a new value in the Adjusted On Hand field for the Prep Item. This lets you quickly adjust the actual on-hand inventory for suggested prep calculations.

Note: Entering a number in the Adjusted Theory on Hand will not adjust any posted Actual Inventory amounts. Adjustments to Actual Inventory need to be entered through Look up Existing Inventory.

 

8.	Once the user enters a new amount in the Adjusted on hand or the Adjusted Make this Field the Recalculate button becomes active.

 

9.	Click Recalculate. A new amount is displayed in the Suggested Make This field

10.	Once all of the changes are made for the first prep station, click the next to Station and complete steps 6 through 9 above for the remaining prep stations.

11.	Click Save when all of the stations are complete.

 

12.	When you click Save, the system shows you all of the manual changes that were made to the suggested prep and prompts the user to save the changes.

 

•	If no is selected the system returns to the Production-Update suggested screen.

•	If yes is selected the changes are saved and the user is prompted to print the production Guide.

13.	Click Yes to Print the Prep Worksheet.

14.	The worksheet can then be posted in each of the appropriate prep stations for the staff to use to create the items needed for the day.