Linking Your Recipes to Your POS System

 

This feature presents a window to link or create new recipes in Optimum Control to match your Point of Sale (POS) system. A Sales Mix file should be saved on the computer to use as a reference file for linking. The format must be set in Settings | Preferences

TIP – To print a report of Pending Sales, Select reports, Sales Reports, Choose Pending Sales.  Indicate date parameters (one month?)

 

To Link Your Products:

1.  Choose Sales  (Main Menu Toolbar).

2.  Select Link POS IDs (Sales Mix Toolbar). The Sales Linking window appears.

3.  Choose Import File.

4.  Browse to the Sales Mix file you want to use to link sales Items.

5.  Click Open.

The list of Products in the file will be indicated as:

Status

Details

Valid

These Products are properly linked Optimum Control Products.

Mismatched

Select  to switch the Optimum Control description to match the POS or

Select  to unlink the item (where the POS item is a totally different recipe

Select  to ignore the item

These Product names imported from the POS do not match the Menu Product POS name within Optimum Control. In other words, the name on the POS system has changed. You can now change the Optimum Control POS name to match or unlink the Recipe and choose another.

Ignored 

These Products are in the listing of POS ID numbers that you do NOT wish to register sales for.

Unlinked

These Products are those that have not been linked to Optimum Control. To create a new link, you can choose to: create a new Product, link to an existing product that has no POS link or ignore the Product for the current and/or future Sales Mix imports.