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Manage Prep Lists

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Table of Contents

TIPS & TRICKS WARNING WARNING

Prep lists are a collection of labels that will print at the same time with the touch of a button. 

Prep lists are managed in the Prep Lists tab in the portal. 

Portal administrators and managers with Add or Edit Prep Lists permission can create and update prep lists, see Add or Edit Prep Lists Permission.

Steps:

1. Log in to the portal at www.datecodegenie.com using the recommended browser. See Supported Internet Browser for Portal Access

2. Click on the Prep Lists tab on the side bar. 

3. Click the + Add Prep List button.

4. Enter Prep List Name.

5. OPTIONAL: Select a Default Printer Profile, Label Type, or Default Roster to apply them to the list.

6. Click Create.

7. Click the + Add Menu Item button and select a menu item from the dropdown to add. Do this for all desired items.

8. Enter number of labels to print for each menu item added under Quantity.

9. Enter the Order for a menu item's labels to print for the prep list.

TIPS & TRICKS

Put menu items in the order your kitchen is set up to prep items.

 

10. Select Printer Profile

WARNING

Printer profiles must use the same label size or else the labels won't print.

 

11. Click Add Menu Item.

12. OPTIONAL: Click the + Add Quick Label button and select a quick label from the dropdown to add. Do this for all desired quick labels.

NOTE

Quick labels must use the same label size. 

 

13. Enter number of labels to print in Quantity. Select the Order number as an option.

14. Click Add Quick Label.

15. Apply prep list to locations by checking Add to All Current Locations, Add to All Future Locations, or Remove from All Locations. Another option is to use the search bar or list to select specific locations.

WARNING

Make sure all menu items in the prep list are assigned to the same locations as the prep list will not appear for that location.

 

16. Click Save Changes.

Related Articles

  • Set Up Rosters in the Portal
  • Print a Prep List on the App
  • Add or Edit Prep Lists Permission
  • Set Up Product Control Tracking in the Portal

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Related Articles

  • Set Up Rosters in the Portal
  • Print a Prep List on the App
  • Add or Edit Prep Lists Permission
  • Set Up Product Control Tracking in the Portal
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