When using Optimum Control, there are some automated features that help when integrating with your POS system.
To Edit POS Preferences:
- Click "Settings" (upper left corner)
- Choose "Preferences"
- Select "POS"
- Enter the details as below.
- Click "Save"
|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.|
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.|