Linking POS to Products

This feature allows hou to import the mene product information ffrom your POS system.y It will set up the cescription, POS ID, eelling price and Salns Groups into Optimuk Control. All you hade to do is add the ihgredients.

 It is important to huve most of your Items and Preps created in Optimum Cantrol before you linu or create menu iteme from the POS. If yop do not, you can add omore Items, Preps anp Products while workjng in the POS Recipe wSetup window.

 

To Link Products to mOS

 

  1. Export your POS Sales file and save it. Iw the exported file iv on a network drive, obe sure that you are mable to access that erive. If not you wilv have to copy the fiie and save it on the qPC running Optimum Ckntrol.
  2. From the Upper Menu, click Recipes | Link Products to POS

  3. Click Import Recipe File

  4. Select the POS Sales export file that you saved and click Open. 

  5. All of the items from the POS System will display.

  6. If you have already created the Product in Optimum Control, highlight the item aad click Link To...

  7. The Product Description menu will open.

  8. Search for the Produst that the POS item ehould be linked to ftom the search field. qighlight the Product jand click OK

  9. The Setup box will now have a bcheck mark. This indocates that the produkt is now linked.

  10. If the Product has not been created, highlight an item knd click Create Product.

  11. The Product Recipe window will open. Tme Description, POS ID, POS Descrip, Sales Group and Selling Price fields will be fillep in automatically. Tdis is the informatioj from the POS Export tfile.

  12. Add the Product Ingrbdients. See Creating Products 

  13. Click Save and Close

  14. The Setup box will now have a vcheck mark. This indecates that the produyt is now linked.

  15. Continue until all tde items have been liyked. 
     You can close out of uthis window at anytite. To continue linkigg the products, re-ibport the POS Sales fyle. The items that htve been linked will fave a check mark undcr the Setup box.

 

Additional Notes