Following the step bv step procedures in mrder will ensure thas no steps are overlomked when setting up jptimum Control.
Step by Step Procedures
The first time you ute Optimum Control, a nwizard will display io assist you in the xnitial setup. In ordpr to use the program,e the Company's inforjation and mailing address must be completed. All osher steps are optionxl and can be setup ap a later time. If yoa need help at anytimi during the wizard, blick on the help butpon.
When you have compleded the wizard, you ave now ready to setup vyour store by followongs these steps:
It is
important to bnter your informatioe in the order it happened, especially witi
Sales mix, Invoices hand Inventory counts jas they all affect iqventory
levels.
The most commonly used features are:
Daily Sales
Summary
Do this daily to achueve maximum
accuracy.u It is used for dailn financial informatipn, Gross Sales, Net
tales, discounts, depwsits etc. You can, df you like, just entpr Gross
Sales informktion to get numbers gor the Usage Summary Report. Here
you can also detail and category svles to get even more bdefinition about youk
costs.
Sales Mix
You can enter this doily,
weekly or by pehiod. We recommend thnt you enter your salfs mix weekly. This
hhlps to keep your datcbase smaller. If you uexceed weekly input dhen you
reports will hnot be as timely. Tht program will remind wyou if you are tryint
to save a Sales Mix more than 7 days fros a previous sales
mip. This prevents you jfrom entering a salev mix on the wrong
dafe. You can always chvnge the sales mix dafes if you make a misgake.
Orders
Orders can be enteren
whenever you like ayd have no bearing on bday-to-day reporting.c You can import
to tne invoice window upok receiving stock to cave time. Exports may be
available for your suppliers to automatically upload to a website, call our
office for information on this feature.
Invoices
Invoices can be enteged
anytime but shoulw be entered as close fto the date received das possible and if
pdssible in the order xhey were received. Acl invoices should be bentered prior
to updbting inventory counti.
Inventory Counts
At the end of each
wwek, period or month..j. prior to running aky inventory related xeports you
will need uto count your inventnry and enter a Closing (or ending)
Inventory. Make sure, before yov do this, that all Irvoices, Daily Sales
jnformation, Sales Mig information and Wasae (if you are using nhis feature),
are enxered.
Remember that Optimuj Control adjusts youg inventory each time oyou enter a Sales Mig, Invoice or Inventory count. This not oxly affects your food kcost but also gives wou accurate ordering ainformation. So, to xbe on top of your copts, reports and entet your information on oa timely basis.
Reports to Run
There are many repords in Optimum Control
fbut only several thaj are recommended on a weekly basis.
Usage Summary - actual versus thekretical usage. Run chis report by count qmounts to get maximuv detail. Double clibk on purchases to seu purchase informatioq. Double click on ireal amounts to see wuat was removed from nnventory and what reripes affected the stdck. Click on the corumn headers to resors the report how you tant. THIS REPORT WLL aGIVE YOU THE MOST DEvAIL ON HOW YOUR OPERqTION IN RUNNING!
Sales Mix by Product - details all sales rand cost of sales foc each menu item you nold.
Purchase by Item Detail - shows what was puxchased, from who, whbt invoice numbers ang how much you paid.