OC Enterprise

Security

• How do I add or configure access levels?
• How do I add users?
• How do I reset my password?
• How do I edit user accounts?
• How can I change my user access levels?

Setup

• How do I set up default conversions in OC Enterprise?
• How do I create a tax?
• How do I calculate the net cost with tax groups?
• How do I set up a new tax group?
• How do I set my period preferences?
• How do I add Categories?
• How do I add or edit Accounts?
• How can I find the status of my data upload?
• How do I delete a Unit of Measure?
• How do I add Units of Measure (UOM)?
• How do I edit existing periods?
• How do I delete/remove periods?
• How do I generate periods for accounting or inventory?
• How do I edit a period?
• How do I delete or remove a period?

See less ▼

Nutirition

• How do I add allergens?

Utility

• How do I use the Item Classification Editor (ICE)?
• How do I update my item costing?
• How do I add a new user?
• How do I verify recipe conversions?
• How do I use the Synchronize Configuration?
• How do I amalgamate UOMs?
• How do I use the Accounting Data Export?
• How do I edit a user account?
• How do I review or change users?
• How do I fix my pending sales errors?
• How do I process my pending sales?
• How do I approve pending items?
• How do I amalgamate my UOM?

See less ▼

Recipe

• Where can I see the core information on a product?
• How do I configure my recipe sets?
• How do I use the Case Size Overview?
• How do I edit my recipe sets?
• How do I create recipe sets?
• How do I create a recipe book?
• How do I access the Product Overview page?
• How do I replace ingredients for multiple products?
• How do I copy case sizes to other suppliers?
• How do I use the Item and Recipe Management window?
• How do I set up Custom Fields?

See less ▼

Items

• How do I cost out items?
• How do I add or edit and inventory item?
• How do I add or edit a case size?

Company

• Can I require approval for store level changes?
• What are my options for automatically adding new recipe sets?
• How do I configure my accounting export?

Glossary

• What are Preps?
• What are Products?

Preps

• How do I add recipe instructions to my preps in OC Enterprise?
• How do I create or edit a prep recipe?
• How do I add conversions for my preps?
• How do I add ingredients to my batch recipes?
• How do I add ingredients and units to my preps?

Products

• How do I add recipe instructions to a product?
• How do I add an item, prep, or product ingredient to a product?
• How do I create a duplicate of a product?
• How do I create or edit a Product?
• What are Product Concepts?

Reports

• What reports are available for inventory?
• What reports are available for purchasing?
• What reports are available for sales?
• How do I view a Store By Store comparison?
• How do I view my usage summary?
• How do I check the status of my data upload?
• How can I select my favourite reports?
• How can I export my reports to CSV?
• What reports are available for accounting?
• How do I access reports?

See less ▼

Suppliers

• How do I assign a supplier to a concept?
• How do I add a new supplier?