Importing Recipe Sets

 

To import item/recipe sets manually

 

 

1.    Click Enterprise – Item/recipe – import

 

2.    Choose the Import button to select the file you wish to import.

 

 

 

3.    A listing of the items, preps and products to be imported will be shown.  It is important to note that even though we only exported three recipes, all the pertaining recipes and inventory items were also imported.

 

 

Note – Optimum Control Enterprise will only add new items or edit items that are from the same supplier and same order code, in other words, if an item is completely new to the system and Optimum Import functions do not find an item that it thinks may be the .  All other information, such as locations, groups etc will be left the same as set at the store level.

 

 

Here are the scenarios

 

New item completely, item will be set up using the head office information unless preferences have been set up to override, head office locations and accounts will be set up and or added to child database.

 

Existing item found-same con_num – if supplier and supplier item cose are the same then case qty m be updated.  Price will not be adjusted.  No changes to locations or accounts will be made.

 

Existing item found – no changes will be made to the item.  Price will not be adjusted

 

Existing recipe found – new recipe ingredients or yields will override any existing information.

 

 

 

An example view of the items that were imported along with the recipes.

 

 

Importing recipe sets automatically – make sure the Preference-settings Enterprise is set to on.

 

 

Automatic import will look to the \imports directory on start up and launch Enterprise import.  You will have no choices to override and can view a recap once finished.

 

 

 

Importing items/recipes automatically at store level. (recommended setting)

 

Make sure the Import Recipe Sets at Startup option is set to on.

 

 

Enterprise link will download recipes to the \imports folder and when a staff member logs in the recipe set will download and install.  An Export recap report can be viewed and printed to enable store to view any additions and changes.

 

 

Setting OCEntLINK to connect to OCEnterprise website.

 

 

For download of recipes –

 

In launch windows task manager – click Start – programs – accessories – system tools – Scheduled tasks

 

 

Click New Task

 

 

Browse to the c:tracrite folder (or the folder where Optimum Control is installed.

 

 

Select file OCEntlink.exe

 

 

Select Daily.

 

 

Choose a time that the computer is on and would be connected to the internet.

 

If you have the user name and log on information for this machine then enter it now.  Otherwise just click the “Run only if logged on” Checkmark.

 

Click Apply

 

 

Open the Advanced properties and where it says target type –downloadRecipes

 

So it should read.  C:\tracrite\ocentlink.exe –downloadRecipes

 

This will enable the automatic download to get any new recipe sets.  Make sure the store ID, Authentication ID both match the information as set up on the enterprise web site.

 

 

Make sure there is an “imports” folder (or the folder determined to be the imports folder.