Prep List

The prep list is your production workspace. It combines all line items from your orders and groups them by product, making it easy to see exactly what you need to prepare. Instead of looking at individual orders, you get a consolidated view of all items that need to be made for a given day, week or month, giving you a clear picture of your production needs.

​

How It Works

The prep list takes line items from all active orders and combines them into a single, organized list. For example:

• If you have 3 orders with croissants (2, 3, and 1 respectively)
• The prep list shows “Croissants: 6 total” instead of three separate entries
• You can track preparation progress across all orders in one place

​

Which orders are included?

Only orders with fulfillments are included in the prep list. This means that if an order does not have any fulfillment details - for example, if it’s an order that was placed via the Square Register without any delivery or pickup information - it will not appear in the prep list. In addition to only showing orders with fulfillments, the prep list automatically filters out draft orders to show only orders that have been paid via Square, or have been set to open in Dailybread (and thus have an invoice associated with them).

​

Product Display

Products are listed by name, variant and modifier to ensure clarity.

​

Variants

Each product variant is listed out individually by row. For example, if we have one Cinnamon Roll product with two variants: one with Caramel icing and one with Cream Cheese icing, these will appear as two separate lines in the prep list:

​

Modifiers

When a product has modifiers, each unique combination of modifiers will be listed in a new row regardless of grouping selection:

​

Product Grouping

Identical items are combined: if multiple orders contain the same product with the same variant and modifier, they roll up into a single line with a combined quantity. Those lines are then grouped under their product name. Each product group starts collapsed and shows its To Do / Prepared / Packed / Total counts right in the header, so you can read a product’s totals at a glance — tap a group to expand it and see each variant and modifier combination. When a product has more than one variant in view, an information icon in its header tells you how many.

​

Item Status Tracking

The prep list shows:

• To Do - Items that haven’t been prepared yet
• Prepared - Items that have been made but not yet packed
• Packed - Items that are ready for pickup/delivery
• Total - The sum of all items across all statuses

​

Filtering

The prep list can be filtered by location and by fulfillment date so you can focus on exactly what needs to be made.