How do I link my recipes to my POS system?

This feature presents a window to link or create new recipes in Optimum Control to match your POS system. A Sales Mix file should be saved on the computer to use as a reference file for linking. The format must be set in the preferences.

TIP: To print a report of Pending Sales:

  1. Navigate to "Select Reports"
  2. Select "Sales Reports"
  3. Select "Choose Pending Sales" 
  4. Indicate your date parameters.

To Link Your Products:

  1. Choose "Sales" (main menu toolbar).
  2. Select "Link POS IDs" (sales mix toolbar). The Sales Linking window appears.
  3. Choose "Import File".
  4. Browse to the "Sales Mix" file you want to use to link sales items.
  5. Click "Open".

The list of products in the file will be indicated as:

Status Details
Valid

These products are properly linked Optimum Control products.

Mismatched

These product names are imported from the POS do not match the Menu Product POS name within Optimum Control. In other words, the name on the POS system has changed. You can now change the Optimum Control POS name to match or unlink the recipe and choose another.
Ignored These products are in the listing of POS ID numbers that you do NOT wish to register sales.
Unlinked These products are those that have not been linked to Optimum Control. To create a new link, you can choose to: create a new product, link to an existing product that has no POS link or ignore the product for the current and/or future Sales Mix imports.