Using Daily Prep
What is Daily Prep Used For?
Daily Prep is designed to make managing Advance Orders and larger catering or planned-ahead orders easier.
The most common use case you could have for utilizing our Daily Prep report is if you operate catering, meal preparation, or daily/weekly planned orders.
Paytronix Order & Delivery's Daily Prep report is designed to group items together that are due for a specific day. So, for example, if it is December 15th and customers are planning an office party for Friday, December 29th, they'd place a large order. This is manageable on the Order's Details page, but what about when there are multiple customers placing large orders due on the same day? This creates the need for planning ahead, and being able to see the larger picture of how busy you'll really be in preparation for a given date.
Daily Prep's item groupings may seem a little unique, which we cover in detail below.
Accessing Daily Prep
Daily Prep is available for every location within the Paytronix Order & Delivery system -- regardless of whether or not the location runs Advance Orders or Catering-style orders. To access Daily Prep, simply navigate to Reports→Daily Prep.
Changing the Date on Daily Prep
Daily Prep works off of orders that are due on a specific date. If you're familiar with "Order History", you'll notice a column for "Due". Any orders in that column for the chosen date in Daily Prep will appear on the Daily Prep report. Daily Prep does not work off of customers' order submission date.
When you first access Daily Prep, the date will be defaulted to today. To change the date, access the calendar selection tool on the right-hand side, or simply type a date in. Click, "Change Date".
If you see a message that says, "No Orders for [date]", this means that there are no orders due on the selected date.
Using Daily Prep
If you're choosing a busy Due date for Customer Orders, the first thing you'll notice is a very long list on a very large table. Let's break down what each column means, how rows of items are grouped together, as well as how to make the list easier to understand.
From the above screenshot, note the numbers to the following:
1.) Category. The category that the item in the row belongs to.
2.) Quantity. The quantity of the item to be made. The Daily Prep report will only group identical items together. What this means is that the quantity for a given item will increase by the amount ordered when the following conditions are met:
- The Item Name is the same across all orders for the date.
- The Item Size is the same across all orders for the date.
- The Item Options are the same across all orders for the date.
- The Item Special Instructions (if applicable) are the same across all orders for the date.
3.) Special Instructions. If the item has Special Instructions requested by the customer, they would appear here. See the example previously mentioned to understand how Special Instructions work with grouping row-items.
4.) Orders with Item. Every order that the item in the row belongs to will appear here. To see the order as a whole, click the order. This will navigate to the order's Details Page.
5.) Show By Category. Each item in Daily Prep belongs to a category from your menu. To make the Daily Prep list more easily understood, you can quickly and easily scope the table down to a specific category.
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