Prep label creation and printing

Summary

🏷️ Creating Categories and Products: You can create prep labels and prep label categories either on device or on the web portal.

🛠️ Customizing Labels: You can define expiry rules, add allergens, and customize content directly on the device (as shown in the video).

🖨️ Printing Labels: After setting up, you can print labels with all necessary information, including expiry dates, storage locations, allergens, and batch codes.

Detailed Step-by-Step Summary: Prep Label Creation and Printing

  1. Introduction to Prep Label Creation
  • User Profile Permissions: Ensure you are logged in as a Super User or Manager, as only these profiles have the necessary permissions to create and edit prep labels. User Managers do not have these permissions.
  1. Step 1: Creating a Category
  • Starting Fresh: On a new account, the device will show “No categories found” when first turned on. Begin by clicking the plus button to create a new category.
  • Naming the Category: Enter a name for the category, such as “Soups.” Categories are customizable based on your establishment’s needs, such as “Meats,” “Dairy,” or “Sauces.”
  1. Step 2: Adding a Product
  • Within the Category: After creating a category, select it to view the product list. Since this is a new setup, there will be no products yet.
  • Creating a Product: Click the plus button to open the product creation menu. Enter the product name, for example, “Tomato Soup.”
  • Defining Expiry Rules: You can set a specific expiry rule for the product or leave it to be determined by the storage location. For instance, “Tomato Soup” could have a 3-day life if specified.
  1. Step 3: Adding Allergens and Custom Information
  • Allergen Selection: Add any relevant allergens, such as celery for “Tomato Soup.” You can also include custom allergen information or “May Contain” warnings.
  • Custom Labels: You have the option to add specific details like batch codes or customize allergen warnings for better accuracy.
  1. Step 4: Printing the Label
  • Setting Print Options: Before printing, you can adjust the number of labels, override expiry dates, or add batch codes. You can also include additional details like the weekday prefix to the date.
  • Label Preview: Once printed, the label will display the product name, expiry date, print date and time, storage location, allergens, batch codes, and user initials.
  1. Editing Existing Products
  • On-Device Edits: You can edit products directly on the device by pressing and holding the product name. Changes such as removing allergens are saved immediately.
  • Editing Restrictions: Be aware that products shared across multiple devices may have editing restrictions to prevent changes that could affect other users.

By following these steps, you can effectively create, customize, and print prep labels that meet your business’s specific needs. The flexibility in setting expiry dates, adding allergens, and customizing content ensures that your labels provide all necessary information accurately and efficiently.