Day to Day Operation Checklist

1.  Count Inventory – to begin using Optimum Control you will need an opening inventory and once a week, bi-weekly or monthly you will need to count a closing inventory.  Note:  we recommend no more than a two-week span for at least key item inventory.

2.  Enter Invoices – either manually or by Invoice Import (module required).  This process will update your pricing, stock levels and update all recipe costs.

3.  Sales Mix – this is the entry of the number of recipe items you sold and the total revenue. It is either processed direct from POS, imported by text file from POS or manual till tape sales entry

4.  Enter Waste – this is optional but can be very important information.

5.  Run Reports – best to run the Sales Mix - By Product and the Usage Summary - Count Amounts reports to see variances.