How do I set up POS Preferences?

When using Optimum Control, there are some automated features that help when integrating with your POS system.

To Edit POS Preferences:

  1. Click "Settings" (upper left corner)
  2. Choose "Preferences"
  3. Select "POS"
  4. Enter the details as below.
  5. Click "Save"
Field Details
Show Pending Sales on Startup Application Check the box to turn this feature on. This will allow for notifications of any pending sales when logging into Optimum Control.
Prompt for POS Import After Login

Check the box to turn this feature on. This will remind you that there are sales files that have not been processed.

NOTE: This is for customers importing files from the POS, not those using OC Sales Export.

Default POS Import Folder Select the default POS import folder, where Optimum Control will look for the POS import files.
POS Configuration

Selecting the configuration for your file import for your POS system.

Click "Setup" (located to the right) to configure a new import.

NOTE: We recommend contacting Optimum Control support for assistance with Import Configuration.

Default Desired Percent of Sales When running the Sales Mix reports, this is the threshold to show warnings for products that are above that percentage (e.g. 30%) and above 1% of sales.