Skip to main content

Preparation Steps

Use Preparation Steps to create the preparation steps to assign to one or more ingredients. Define how to label actions within each step.

Create Preparation Step

Genius Portal → 4-Dot Menu → Data Management → Ordering Settings → Products → Preparation Step

To create a new Preparation Step:

  1. From the Preparation Step List homepage, select New Preparation Step.

  2. From the General section, define how the preparation step is identified.

  3. From the Labeling section, define how the preparation step is labeled.

  4. From the upper-right, select Save.

General

From the General section, define the following:

Setting

Description

Name

Name of the Preparation Step

Preparation Step ID

Unique ID for Preparation Step

External ID

External identifier to assign to the record.

External identifiers are references used by external third-party services.

Description

Description of Preparation Step

Active

Toggle Active if the Preparation Step is available for use at company sites.

Multi-site users: To the right of the field, select the globe icon to define values for each site.

Labeling

From the Labeling section, define how the preparation step will be labeled:

Setting

Description

Start Preparation Action

Identify the first action to perform for this step.

End Preparation Action

Identify the last action to perform for this step.

Discard Action

Identify the action that results in discarding the associated ingredients.