Knowledge Base

Back to home

Knowledge Base

OC Pro

OC Pro

Getting Started

How do I navigate Optimum Control?

How do I set up Optimum Control?

How do I use Optimum Control on a day-to-day basis?

How do I activate Optimum Control?

Setup

How do I set up a store?

How do I set up my Chart of Accounts?

How do I set up Categories?

How do I set up Sales Groups?

How do I set up Storage Locations?

How do I set up Inventory Groups

How do I add Suppliers or Vendors?

How do I set up Taxes and Adjustments?

How do I set up Tax Groups?

How do I manage guests for events?

How do I set up Units of Measure?

How do I set up default conversions?

How do I manage catering customers?

How do I set up periods?

See more

Preferences

What are the different kinds of preferences available?

How do I set up System Preferences?

How do I set up Accounting Preferences?

How do I set up Inventory Preferences?

How do I set up Purchasing Preferences?

How do I set up POS Preferences?

How do I set up Nutrition Preferences?

How do I set up Enterprise Preferences?

How do I set up OC Mobile—Inventory Preferences?

See more

Security

What are the different access levels?

How do I change access levels?

General Security Information

How do I add, delete, or edit employees?

Utilities

What are the available utilities?

How do I use the Synchronize Data utility?

How do I use the Amalgamate Units of Measure (UOM) utility?

How do I use the Delete Data utility?

How do I use the Item Classification Editor?

See more

Nutrition

General Nutrition Information

How do I add or edit allergens?

How do I enter nutrients?

How do I create nutritional guidelines?

How do I update the nutrition reference data?

How do I calculate the nutritional information for all of my recipes?

See more

Enterprise

Enterprise General Information

How do I use Enterprise Synchronize?

How do I confirm my usage upload to OC Enterprise?

Items

General Information about Items

How do I add, remove, or edit case sizes?

How do I add or edit inventory items?

How do I manage my storage locations?

How do I manage my inventory item conversions?

How do I calculate the nutrition for items?

How do I define my item allergens?

How do I duplicate an existing inventory item?

See more

Count Inventory

General Information on Counting Inventory

How do I create a new inventory?

How do I set up my count sheet?

How do I enter an inventory count?

How do I adjust an inventory count?

How do I manage my locations for counting inventory?

How do I delete a finalized inventory?

How do I create an inventory hot list?

How do I sort my count sheets by shelf to sheet?

How do I re-enable an inventory count?

See more

Case Size Overview

Case Size Overview General Information

Setting Item Par Levels

How do I set my item par levels?

Prep/Batch Recipes

General Information about Prep or Batch Recipes

How do I enter a prep/batch recipe?

How do I add an ingredient to a prep/batch recipe?

How do I add recipe instructions to my preps?

How do I duplicate a prep to add a similar prep?

How do I create prep conversions?

How do I enter nutrition for preps?

How do I prepare prep sheets?

See more

Setting Prep Par Levels

General Information about Setting Prep Par Levels

How do I set par levels for preps?

Prep / Batch Recipe Scaling

General Information about Prep / Batch Recipe Scaling

Invoices

General Information about Invoices

How do I enter invoices?

How do I add and update pricing for items?

How do I add expenses to my invoices?

How do I find my account balances?

Invoice Utilities

How do I add credit requests to my invoices?

How do I add taxes and adjustments to my invoices?

How do I use Invoice Templates?

How do I import invoices from suppliers?

How do I export invoices to my accounting software?

See more

Ordering Stock

General Information about Ordering Stock

How do I create an order?

How do I view and manage my orders?

How do I create an order guide?

How do I receive an order?

How do I export orders to suppliers?

How do I set up my supplier order export configuration?

How do I use Bid Lists?

See more

Sales Mix

General Information about the Sales Mix

How do I link my recipes to my POS system?

How do I enter manual sales with a till tape?

How do I set up a till tape?

How do I import a sales mix from a file?

How do I process pending or invalid sales?

See more

Daily Sales Summary – Viewing and Entering

Daily Sales Summary General Information

Item and Recipe Management

Item and Recipe Management (IRM) General Information

Item and Recipe Management – Advanced

Budget Worksheet

How do I create a new budget?

How do I create or edit a budget template?

Reports

Reports – General Information

Usage Summary Report – General Information

Usage Summary Report – In Detail

Usage Summary - Frequently Asked Questions

Tracking Waste

How do I track my waste?

Catering Events

How do I create a catering event?

Buffet Wizard

How do I set up buffets?

Export Accounting Data

How do I export my accounting data?

General Information

Which suppliers can I integrate with?

What are the system requirements?