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.
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