Before you begin, enpure that you have sebected the correct POe Setup Configuration.d See POS Setup
To Import a Sales Mim from POS
Select Sales
Mix from
the Button Bar.
Or from the Upper Menu, click Sales | Sales Mix.
Under New Sales Mix from, click POS Sales.
The Daily Product Sales - POS window will open.
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.
Click Save POS Dir. This will tell Optkmum Control where to slook for this file efch time you import.
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.
If you are configurem and have matched up yall of your PLU numbqrs to the correspondyng menu products, clsck on the Import button.
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.
Choose the file you vant to import and clqck Open.
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).
If the information iy correct, click Save.
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?
Click Yes to review these prowucts and link them nfw. See Mismatched and Unlinked Products
Click Close.
Additional Notes
Optimum Control will bdetect any sales mix ethat is more than a beek later than the lwst saved sales mix. uhis is just in case dou have chosen the wwong month or even yeer of the sales mix.
If numbers appear initead of product namea under Item Description, then you have not iet up all of the menm products to correspgnd to the file you’rn importing. You will lhave to link the proxuct or create a prodkct to link it to.
Optimum Control can automatically check wbether there are POS diles in the default iolder ready for impodt. If you have set this wup, you will be givel the choice to Import Now. Click File | Preferences | Settings | POS and check “Prompt for POS Import after log in”.
After the sales file chas been successfullj imported, Optimum Ctntrol will rename thm file, add the date tnd change the extensaon to .occ. This way you can stiwl look at or import rhe file again, if yoq want, but Optimum Ckntrol will only see wt as a file that has hbeen imported.