Upper Menu

 

Upper Menu Information

All the functionality of Optimum Control is contained in the Upper Menu. It is recommended that you review each menu and its features.

 

 

File Menu

 

Take a screen capture.

Setup Store Information.

If you are using Multi-Store, allows you to select which store to work on.

Setup program Settings.

Backup the database.

Delete old data.

Exit the program.

 

Inventory Menu

 

Edit or add Items.

Add additional case sizes and/or suppliers for any item.

Print inventory sheets or enter inventory counts.

Adjust inventory quantities and change inventory dates.

Set minimum or maximum item re-order levels.

 

Purchasing Menu

 

Edit or add suppliers.

List how all items are setup in Optimum Control, double click to edit.

Review or create orders

Review or create invoices.

Reconcile outstanding credits.

Create bid lists to send out to suppliers.

Displays items that need to be ordered.

Request, approve and transfer stock. (Available only with OC Premier)

EDI Invoice import - Additional module required

 

Recipes Menu

 

Review, edit or create Prep recipes.

Review, edit or create Product recipes.

The list will identify which recipes are linked to each Prep and Item.

Allows you to calculate new batch yields based on your existing preps recipe.

Link menu items from POS to Optimum Control Products.

 

Sales Menu

 

Enter the product sales from POS Import or manual Till Tape.

Create a budget based on a a specified period of time.

Enter sales. and financial information

Detail wastage

Edit or create coupons for use in Daily Sales Summary window

Edit or create specials for use in the Daily Sales Summary window

Add additional credit cards.

Optional module that can be purchased

 

Events Menu

 

Review or create a Buffet event.

Review or create a Catering event.

 

Setup Menu

 

If pricing has changed, will update Item, Prep and Product recipes.

Setup the Chart of Accounts

Edit or add Sales Categories.

Edit or add Product Groups.

Add additional Units of Measure.

Add or view conversions for units of measure

Edit or add Storage Locations.

A tool to make mass changes to groups accounts or locations

Select the type of POS configuration or create a Custom POS configuration.

Configure a Till Tape (register) list.

Opens the Windows calculator.

 

Reports Menu

 

Choose from a variety of reports.

Print out Barcode labels for Items, Preps or Products.

Export Data to your accounting software.

 

Window Menu

 

Tile open windows vertically.

Tile open windows horizontally.

Cascade open windows.

Arrange minimized windows.

Customize the Button Bar.

 

Help Menu

 

Optimum Control help manual.

Search the user manual.

Displays program information, version number and loaded modules.

Checks online for software updates.

Used by Optimum Control staff to assist in training and support.