Learn how to set up stores in Optimum Control.
Optimum Control requires store information for all reporting and displays. If using OC Pro, you will only have one store/revenue center. If using OC Premier, you can have multiple stores/revenue centers and will need to enter store information for each. This information will appear on purchase orders, stock transfers, etc.
To Add or Edit Your Store Information:
- Click "Settings" (upper left corner)
- Choose "Setup"
- Select "Store"
- Select an existing store to edit, or click "New" to create a new one.
- Enter all information as listed below.
- Click "Save"
|Store ID||This is a short name for your business, or if a chain, the identification code. Your Store ID will appear in all reports and windows. This also assists those using multi-store features to identify which store they are working on.|
|Company Name||Enter the trade name or operating name of the business. Ex. Joe's Fine Dining, Joe's Burger Palace, Franky's Fry House|
|Location||Enter a short location. This is especially useful if you have multiple locations, as this is what will appear on most of the reports. Ex. Intercity Mall or Junction Plaza|
|Legal Name||Enter the legal or incorporated name of your business.|
|Contact Information||Enter all required contact information such as mailing address, telephone number, and store email address.|
|Comments||Enter additional comments if needed.|