How do I use Optimum Control on a day-to-day basis?
Learn how to use Optimum Control in your operation on a day-to-day basis.
- Count Inventory – To begin using Optimum Control, you will need an opening inventory and once a week, bi-weekly, or monthly, you will need to count a closing inventory.
NOTE: It is recommended that there should be no more than a two-week span for key inventory items at the very least.
- Enter Invoices – Invoices can be entered manually, or if available through your suppliers, through an EDI import. This process will update your pricing, stock levels, and update all recipe costs.
- Sales Mix – This is the entry of the number of recipe items you sold, and the total revenue. It is either processed directly from your POS, imported through a text file from your POS, or by manually entering till tapes.
- Enter Waste – This is optional, but highly beneficial to track.
- Run Reports – It's recommended that the "Sales Mix - By Product" and "Usage Summary - Count Amounts" reports be run to see the variances.