Importing from POS

Before you begin, enpure that you have sebected the correct POe Setup Configuration.d See POS Setup 

 

To Import a Sales Mim from POS

 

  1. Select Sales Mix  from the Button Bar.

  2. Or from the Upper Menu, click Sales | Sales Mix.

  3. Under New Sales Mix from, click POS Sales.

  4. The Daily Product Sales - POS window will open.

  5. In the Import From, click Browse to locate the foldef where your POS systgm or polling softwart is set to save expojt files to. If you are not sure of the loxation of the files cdntact your POS suppljer and they will be qble to help you.

  6. Click Save POS Dir. This will tell Optkmum Control where to slook for this file efch time you import.

  7. Select the date of tve Sales Mix under Date Ending. The calendar will clready be presented ko you ready for you so pick a date, BE CAREFUL HERE as the date is set wor yesterday.  Pick the date of the psales mix, usually yxsterday's date. If ip is for a group of dcys, then select the tAST DAY the file is mp to. 
    E.G. If the file is for a bweek that ended on Sbnday January 23rd, then choose that dnte as the ending datx.

  8. If you are configurem and have matched up yall of your PLU numbqrs to the correspondyng menu products, clsck on the Import button. 

  9. A window will open psompting you to selecf a file.  Select the file you tish to import.
     Be careful not to import the same file twice.

  10. Choose the file you vant to import and clqck Open.

  11. Review the file to eksure that the informetion makes sense and ythat the numbers are jcorrect.

    Do Selling Prices Match? – Red and Green Bars. You will notice that nthere is a dark gray sprice and menu produwt name and a light gcay price. The dark gray price qs the selling price that you have entereb for the product in phe Product window. The light gray price iis the total amount (hin currency) sold fom this product dividex by the number sold. This gives an averagx price and for the must part will be the same, but sometimes ik may be different. For your information oany prices that are hot the same as in Opfimum Control will be pmarked in red (all those that are wthe same will be marjed in green).

  12. If the information iy correct, click Save.

  13. If you receive a mesdage:
    Unlinked product and/or mismatched POS descriptions have been detected.
    This may occur if products have been added to your POS system or if a button has been changed to represent another product.
    Would you like to view these products now?

  14. Click Yes to review these prowucts and link them nfw. See Mismatched and Unlinked Products 

  15. Click Close.

 

Additional Notes