Setup

Optimum Control uses a Setup Wizard which will help you through the main setup process.  A listing of Groups, Categories, Chart of Accounts and Storage Locations are already entered for you to edit and/or customize to your operation.

After Completing the Setup Wizard, Setup Your Store:

1.     Configure the Setup - Taxes and Adjustments – Add/Edit to correspond with your state/province.

2.     Add your Suppliers

3.     Setup the Inventory Groups

4.     Enter or Edit Sales Groups

5.     Setup the Inventory Items 

6.     Create the Prep/Batch Recipes 

7.     Create your Products (Menu Recipes).

8.     Enter in an opening Inventory Count

9.     Create Orders (Optional).

10.  Enter in Invoices (Purchases).

11.  Enter in the Sales Mix, imported from your POS system or entered manually from Till Tapes.

12.  Enter Waste if used.

13.  Run Usage Summary Reports.

14.  Run Sales Mix by Product Reports.