POS Preferences

 

When using Optimum Control there are some automated features that can help when integrating with your POS System.

 

To Edit POS Preferences:

1.  Click Settings  (upper left corner).

2.  Choose Preferences .

3.  Select POS .

4.  Enter the details as below.

5.  Click Save .

 

Field

Details

Show Pending Sales on Application Startup

CHECK the box to turn this feature ON. This will allow for notifications of any pending sales when logging into Optimum Control.

Prompt for POS Import after Login

CHECK the box to turn this feature ON. This will remind you that there are sales files that have not been processed.

NOTE: This is for customers importing files from POS, not those using OCSales Export.

Default POS Import Folder

Select the Default POS Import Folder, where Optimum Control will look for the POS import files.

POS Configuration

Select the Configuration for your file import for your POS System.

Click Setup  (located to the right) to configure a new import. NOTE: We recommend calling the Optimum Control Support for assistance with Import Configuration.

Default Desired Percent of Sales

When running the Sales Mix reports, this is the threshold to show warnings for products that are above that percentage (e.g. 30%) and above 1% of sales.