Setup Checklist

 

Optimum Control comes preloaded with most of the information required to begin using the software right away. 

NOTE: Click the green link text below to view detailed instructions.

What You Should Do First:

1.  Enter or edit your Store information – This information was entered on the initial startup wizard and will appear on all reports.  You may want to review and/or edit the information provided.

2.  Review Preferences

3.  Add Taxes & Adjustments applicable to your jurisdiction.

4.  View and edit Categories customized for your operation. *

5.  Review Inventory and Sales and add or edit as necessary. *

6.  Enter Storage locations. *

7.  Review your Chart of accounts * with your accountant to make sure you have the accounts needed (these can be added during setup of inventory items).

NOTE: Items marked with an * can be added and edited on the fly as you enter Items, Preps and Products.

 

After Review of Initial Setup, Begin Adding Item and Recipe Data:

1.  Enter Inventory Items – these are the items you carry in inventory (your stock book) root of all inventory counting, purchasing and recipes.

2.  Enter Prep Recipes

3.  Enter Menu Products