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title: OC Pro | Knowledge Base
description: OC Pro
---

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1. [Knowledge Base](https://learn.tracrite.net/)
2. [OC Pro](https://learn.tracrite.net/oc-pro)

# OC Pro

## Getting Started

- [How do I activate Optimum Control?](https://learn.tracrite.net/how-do-i-activate-optimum-control)
- [How do I use Optimum Control on a day-to-day basis?](https://learn.tracrite.net/how-do-i-use-optimum-control-on-a-day-to-day-basis)
- [How do I set up Optimum Control?](https://learn.tracrite.net/how-do-i-set-up-optimum-control)
- [How do I navigate Optimum Control?](https://learn.tracrite.net/how-do-i-navigate-optimum-control)

## Setup

- [How do I set up periods?](https://learn.tracrite.net/how-do-i-set-up-periods)
- [How do I manage catering customers?](https://learn.tracrite.net/how-do-i-manage-catering-customers)
- [How do I set up default conversions?](https://learn.tracrite.net/how-do-i-set-up-default-conversions)
- [How do I set up Units of Measure?](https://learn.tracrite.net/how-do-i-set-up-units-of-measure)
- [How do I manage guests for events?](https://learn.tracrite.net/how-do-i-manage-guests-for-events)
- [How do I set up Tax Groups?](https://learn.tracrite.net/how-do-i-set-up-tax-groups)
- [How do I set up Taxes and Adjustments?](https://learn.tracrite.net/how-do-i-set-up-taxes-and-adjustments)
- [How do I add Suppliers or Vendors?](https://learn.tracrite.net/how-do-i-add-suppliers-or-vendors)
- [How do I set up Inventory Groups](https://learn.tracrite.net/how-do-i-set-up-inventory-groups)
- [How do I set up Storage Locations?](https://learn.tracrite.net/how-do-i-set-up-storage-locations)
- [How do I set up Sales Groups?](https://learn.tracrite.net/how-do-i-set-up-sales-groups)
- [How do I set up Categories?](https://learn.tracrite.net/how-do-i-set-up-categories)
- [How do I set up my Chart of Accounts?](https://learn.tracrite.net/how-do-i-set-up-my-chart-of-accounts)
- [How do I set up a store?](https://learn.tracrite.net/how-do-i-set-up-a-store)

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## Preferences

- [How do I set up OC Mobile—Inventory Preferences?](https://learn.tracrite.net/how-do-i-set-up-oc-mobile-inventory-preferences)
- [How do I set up Enterprise Preferences?](https://learn.tracrite.net/how-do-i-set-up-enterprise-preferences)
- [How do I set up Nutrition Preferences?](https://learn.tracrite.net/how-do-i-set-up-nutrition-preferences)
- [How do I set up POS Preferences?](https://learn.tracrite.net/how-do-i-set-up-pos-preferences)
- [How do I set up Purchasing Preferences?](https://learn.tracrite.net/how-do-i-set-up-purchasing-preferences)
- [How do I set up Inventory Preferences?](https://learn.tracrite.net/how-do-i-set-up-inventory-preferences)
- [How do I set up Accounting Preferences?](https://learn.tracrite.net/how-do-i-set-up-accounting-preferences)
- [How do I set up System Preferences?](https://learn.tracrite.net/how-do-i-set-up-system-preferences)
- [What are the different kinds of preferences available?](https://learn.tracrite.net/what-are-the-different-kinds-of-preferences-available)

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## Security

- [How do I add, delete, or edit employees?](https://learn.tracrite.net/how-do-i-add-delete-or-edit-employees)
- [General Security Information](https://learn.tracrite.net/general-security-information)
- [How do I change access levels?](https://learn.tracrite.net/how-do-i-change-access-levels)
- [What are the different access levels?](https://learn.tracrite.net/what-are-the-different-access-levels)

## Utilities

- [How do I use the Item Classification Editor?](https://learn.tracrite.net/how-do-i-use-the-item-classification-editor)
- [How do I use the Delete Data utility?](https://learn.tracrite.net/how-do-i-use-the-delete-data-utility)
- [How do I use the Amalgamate Units of Measure (UOM) utility?](https://learn.tracrite.net/how-do-i-use-the-amalgamate-units-of-measure-uom-utility)
- [How do I use the Synchronize Data utility?](https://learn.tracrite.net/how-do-i-use-the-synchronize-data-utility)
- [What are the available utilities?](https://learn.tracrite.net/what-are-the-available-utilities)

## Nutrition

- [How do I calculate the nutritional information for all of my recipes?](https://learn.tracrite.net/how-do-i-calculate-the-nutritional-information-for-all-of-my-recipes)
- [How do I update the nutrition reference data?](https://learn.tracrite.net/how-do-i-update-the-nutrition-reference-data)
- [How do I create nutritional guidelines?](https://learn.tracrite.net/how-do-i-create-nutritional-guidelines)
- [How do I enter nutrients?](https://learn.tracrite.net/how-do-i-enter-nutrients)
- [How do I add or edit allergens?](https://learn.tracrite.net/how-do-i-add-or-edit-allergens)
- [General Nutrition Information](https://learn.tracrite.net/nutrition-general-information)

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## Enterprise

- [How do I confirm my usage upload to OC Enterprise?](https://learn.tracrite.net/how-do-i-confirm-my-usage-upload-to-oc-enterprise)
- [How do I use Enterprise Synchronize?](https://learn.tracrite.net/how-do-i-use-enterprise-synchronize)
- [Enterprise General Information](https://learn.tracrite.net/enterprise-general-information)

## Main Menu Dashboard

- [How do I use the built-in calculator?](https://learn.tracrite.net/how-do-i-use-the-built-in-calculator)
- [How do I access the help file?](https://learn.tracrite.net/how-do-i-access-the-help-file)
- [Backup Database](https://learn.tracrite.net/backup-database)
- [How do I add dashboard tiles to my main menu?](https://learn.tracrite.net/how-do-i-add-dashboard-tiles-to-my-main-menu)
- [How do I change my user account information?](https://learn.tracrite.net/how-do-i-change-my-user-account-information)
- [How do I use the Main Menu toolbar?](https://learn.tracrite.net/how-do-i-use-the-main-menu-toolbar)

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## Items

- [How do I duplicate an existing inventory item?](https://learn.tracrite.net/how-to-duplicate-an-existing-inventory-item)
- [How do I define my item allergens?](https://learn.tracrite.net/how-do-i-define-my-item-allergens)
- [How do I calculate the nutrition for items?](https://learn.tracrite.net/how-do-i-calculate-the-nutrition-for-items)
- [How do I manage my inventory item conversions?](https://learn.tracrite.net/how-do-i-manage-my-inventory-item-conversions)
- [How do I manage my storage locations?](https://learn.tracrite.net/how-do-i-manage-locations)
- [How do I add or edit inventory items?](https://learn.tracrite.net/how-do-i-add-or-edit-inventory-items)
- [How do I add, remove, or edit case sizes?](https://learn.tracrite.net/how-do-i-add-or-edit)
- [General Information about Items](https://learn.tracrite.net/general-information-about-items)

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## Count Inventory

- [How do I re-enable an inventory count?](https://learn.tracrite.net/how-do-i-re-enable-an-inventory-count)
- [How do I sort my count sheets by shelf to sheet?](https://learn.tracrite.net/how-do-i-sort-my-count-sheets-by-shelf-to-sheet)
- [How do I create an inventory hot list?](https://learn.tracrite.net/how-do-i-create-an-inventory-hot-list)
- [How do I delete a finalized inventory?](https://learn.tracrite.net/how-do-i-delete-a-finalized-inventory)
- [How do I manage my locations for counting inventory?](https://learn.tracrite.net/how-do-i-manage-my-locations)
- [How do I adjust an inventory count?](https://learn.tracrite.net/how-do-i-adjust-an-inventory-count)
- [How do I enter an inventory count?](https://learn.tracrite.net/how-do-i-enter-an-inventory-count)
- [How do I set up my count sheet?](https://learn.tracrite.net/how-do-i-set-up-my-count-sheet)
- [How do I create a new inventory?](https://learn.tracrite.net/how-do-i-create-a-new-inventory)
- [General Information on Counting Inventory](https://learn.tracrite.net/general-information-on-counting-inventory)

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## Case Size Overview

- [Case Size Overview General Information](https://learn.tracrite.net/case-size-overview-general-information)

## Setting Item Par Levels

- [How do I set my item par levels?](https://learn.tracrite.net/general-information-on-setting-item-par-levels)

## Prep/Batch Recipes

- [How do I prepare prep sheets?](https://learn.tracrite.net/how-do-i-prepare-prep-sheets)
- [How do I enter nutrition for preps?](https://learn.tracrite.net/how-do-i-enter-nutrition-for-preps)
- [How do I create prep conversions?](https://learn.tracrite.net/how-do-i-create-prep-conversions)
- [How do I duplicate a prep to add a similar prep?](https://learn.tracrite.net/how-do-i-duplicate-a-prep)
- [How do I add recipe instructions to my preps?](https://learn.tracrite.net/how-do-i-add-recipe-instructions-to-my-preps)
- [How do I add an ingredient to a prep/batch recipe?](https://learn.tracrite.net/how-do-i-add-an-ingredient-to-a-prep/batch-recipe)
- [How do I enter a prep/batch recipe?](https://learn.tracrite.net/how-do-i)
- [General Information about Prep or Batch Recipes](https://learn.tracrite.net/general-information-about-prep-or-batch-recipes)

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## Setting Prep Par Levels

- [How do I set par levels for preps?](https://learn.tracrite.net/how-do-i-set-par-levels-for-preps)
- [General Information about Setting Prep Par Levels](https://learn.tracrite.net/general-information-about-setting-prep-par-levels)

## Prep / Batch Recipe Scaling

- [General Information about Prep / Batch Recipe Scaling](https://learn.tracrite.net/general-information-about-prep-/-batch-recipe-scaling)

## Menu Product Recipes

- [How do I use the Product Overview?](https://learn.tracrite.net/how-do-i-use-the-product-overview)
- [How do I determine my product nutrition?](https://learn.tracrite.net/how-do-i-determine-my-product-nutrition)
- [How do I add recipe instructions to my products?](https://learn.tracrite.net/how-do-i-add-recipe-instructions-to-my-products)
- [How do I duplicate a product?](https://learn.tracrite.net/how-do-i-duplicate-a-product)
- [How do I add ingredients to a recipe?](https://learn.tracrite.net/how-do-i-add)
- [How do I create a new product recipe?](https://learn.tracrite.net/how-do-i-create-a-new-product-recipe)
- [General Information about Menu Product Recipes](https://learn.tracrite.net/general-information-about-menu-product-recipes)

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## Invoices

- [How do I export invoices to my accounting software?](https://learn.tracrite.net/how-do-i-export-invoices-to-my-accounting-software)
- [How do I import invoices from suppliers?](https://learn.tracrite.net/how-do-i-import-invoices-from-suppliers)
- [How do I use Invoice Templates?](https://learn.tracrite.net/how-do-i-use-invoice-templates)
- [How do I add taxes and adjustments to my invoices?](https://learn.tracrite.net/how-do-i-add-taxes-and-adjustments-to-my-invoices)
- [How do I add credit requests to my invoices?](https://learn.tracrite.net/how-do-i-add-credit-requests-to-my-invoices)
- [Invoice Utilities](https://learn.tracrite.net/invoice-utilities)
- [How do I find my account balances?](https://learn.tracrite.net/how-do-i-find-my-account-balances)
- [How do I add expenses to my invoices?](https://learn.tracrite.net/how-do-i-add-expenses-to-my-invoices)
- [How do I add and update pricing for items?](https://learn.tracrite.net/how-do-i-add-and-update-pricing-for-items)
- [How do I enter invoices?](https://learn.tracrite.net/how-do-i-enter-invoices)
- [General Information about Invoices](https://learn.tracrite.net/general-information-about-invoices)

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## Ordering Stock

- [How do I use Bid Lists?](https://learn.tracrite.net/how-do-i-use-bid-lists)
- [How do I set up my supplier order export configuration?](https://learn.tracrite.net/how-do-i-set-up-my-supplier-order-export-configuration)
- [How do I export orders to suppliers?](https://learn.tracrite.net/how-do-i-export-orders-to-suppliers)
- [How do I receive an order?](https://learn.tracrite.net/how-do-i-receive-an-order)
- [How do I create an order guide?](https://learn.tracrite.net/how-do-i-create-an-order-guide)
- [How do I view and manage my orders?](https://learn.tracrite.net/how-do-i-view-and-manage-my-orders)
- [How do I create an order?](https://learn.tracrite.net/how-do-i-create-an-order)
- [General Information about Ordering Stock](https://learn.tracrite.net/general-information-about-ordering-stock)

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## Sales Mix

- [How do I process pending or invalid sales?](https://learn.tracrite.net/how-do-i-process-pending-or-invalid-sales)
- [How do I import a sales mix from a file?](https://learn.tracrite.net/how-do-i-import-a-sales-mix-from-a-file)
- [How do I set up a till tape?](https://learn.tracrite.net/how-do-i-set-up-a-till-tape)
- [How do I enter manual sales with a till tape?](https://learn.tracrite.net/how-do-i-enter-manual-sales-with-a-till-tape)
- [How do I link my recipes to my POS system?](https://learn.tracrite.net/how-do-i-link-my-recipes-to-my-pos-system)
- [General Information about the Sales Mix](https://learn.tracrite.net/general-information-about-the-sales-mix)

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## Daily Sales Summary – Viewing and Entering

- [Daily Sales Summary General Information](https://learn.tracrite.net/daily-sales-summary-general-information)

## Item and Recipe Management

- [Item and Recipe Management – Advanced](https://learn.tracrite.net/item-and-recipe-management-advanced)
- [Item and Recipe Management (IRM) General Information](https://learn.tracrite.net/item-and-recipe-management-irm-general-information)

## Budget Worksheet

- [How do I create or edit a budget template?](https://learn.tracrite.net/how-do-i-create-or-edit-a-budget-template)
- [How do I create a new budget?](https://learn.tracrite.net/how-do-i-create-a-new-budget)

## Reports

- [Usage Summary - Frequently Asked Questions](https://learn.tracrite.net/usage-summary-frequently-asked-questions)
- [Usage Summary Report – In Detail](https://learn.tracrite.net/usage-summary-report-in-detail)
- [Usage Summary Report – General Information](https://learn.tracrite.net/how-do-i-use-usage-summary-reports)
- [Reports – General Information](https://learn.tracrite.net/reports-general-information)

## Tracking Waste

- [How do I track my waste?](https://learn.tracrite.net/how-do-i-track-my-waste)

## Catering Events

- [How do I create a catering event?](https://learn.tracrite.net/how-do-i-create-a-catering-event)

## Buffet Wizard

- [How do I set up buffets?](https://learn.tracrite.net/how-do-i-set-up-buffets)

## Export Accounting Data

- [How do I export my accounting data?](https://learn.tracrite.net/how-do-i-export-my-accounting-data)

## General Information

- [What are the system requirements?](https://learn.tracrite.net/what-are-the-system-requirements)
- [Which suppliers can I integrate with?](https://learn.tracrite.net/which-suppliers-can-i-integrate-with)

- [OC Pro](https://learn.tracrite.net/oc-pro#main-content)

    - [Getting Started](https://learn.tracrite.net/oc-pro#getting-started)
    - [Setup](https://learn.tracrite.net/oc-pro#setup)
    - [Preferences](https://learn.tracrite.net/oc-pro#preferences)
    - [Security](https://learn.tracrite.net/oc-pro#security)
    - [Utilities](https://learn.tracrite.net/oc-pro#utilities)
    - [Nutrition](https://learn.tracrite.net/oc-pro#nutrition)
    - [Enterprise](https://learn.tracrite.net/oc-pro#enterprise)
    - [Main Menu Dashboard](https://learn.tracrite.net/oc-pro#main-menu-dashboard)
    - [Items](https://learn.tracrite.net/oc-pro#items)
    - [Count Inventory](https://learn.tracrite.net/oc-pro#count-inventory)
    - [Case Size Overview](https://learn.tracrite.net/oc-pro#case-size-overview)
    - [Setting Item Par Levels](https://learn.tracrite.net/oc-pro#setting-item-par-levels)
    - [Prep/Batch Recipes](https://learn.tracrite.net/oc-pro#prep-batch-recipes)
    - [Setting Prep Par Levels](https://learn.tracrite.net/oc-pro#setting-prep-par-levels)
    - [Prep / Batch Recipe Scaling](https://learn.tracrite.net/oc-pro#prep-batch-recipe-scaling)
    - [Menu Product Recipes](https://learn.tracrite.net/oc-pro#menu-product-recipes)
    - [Invoices](https://learn.tracrite.net/oc-pro#invoices)
    - [Ordering Stock](https://learn.tracrite.net/oc-pro#ordering-stock)
    - [Sales Mix](https://learn.tracrite.net/oc-pro#sales-mix)
    - [Daily Sales Summary – Viewing and Entering](https://learn.tracrite.net/oc-pro#daily-sales-summary-viewing-and-entering)
    - [Item and Recipe Management](https://learn.tracrite.net/oc-pro#item-and-recipe-management)
    - [Budget Worksheet](https://learn.tracrite.net/oc-pro#budget-worksheet)
    - [Reports](https://learn.tracrite.net/oc-pro#reports)
    - [Tracking Waste](https://learn.tracrite.net/oc-pro#tracking-waste)
    - [Catering Events](https://learn.tracrite.net/oc-pro#catering-events)
    - [Buffet Wizard](https://learn.tracrite.net/oc-pro#buffet-wizard)
    - [Export Accounting Data](https://learn.tracrite.net/oc-pro#export-accounting-data)
    - [General Information](https://learn.tracrite.net/oc-pro#general-information)
- [Manuals and Resources](https://learn.tracrite.net/manuals-and-resources)
- [Release History](https://learn.tracrite.net/release-history#main-content)

    - [OC Pro](https://learn.tracrite.net/release-history#oc-pro)
    - [OC Enterprise](https://learn.tracrite.net/release-history#oc-enterprise)
    - [OC Premier](https://learn.tracrite.net/release-history#oc-premier)
- [Reports](https://learn.tracrite.net/reports#main-content)

    - [Accounting](https://learn.tracrite.net/reports#accounting)
    - [Inventory](https://learn.tracrite.net/reports#inventory)
    - [Purchasing](https://learn.tracrite.net/reports#purchasing)
    - [Recipes](https://learn.tracrite.net/reports#recipes)
    - [Sales](https://learn.tracrite.net/reports#sales)
    - [Usage Summary](https://learn.tracrite.net/reports#usage-summary)
- [OC Enterprise](https://learn.tracrite.net/oc-enterprise#main-content)

    - [Security](https://learn.tracrite.net/oc-enterprise#security)
    - [Setup](https://learn.tracrite.net/oc-enterprise#setup)
    - [Nutirition](https://learn.tracrite.net/oc-enterprise#nutirition)
    - [Utility](https://learn.tracrite.net/oc-enterprise#utility)
    - [Recipe](https://learn.tracrite.net/oc-enterprise#recipe)
    - [Items](https://learn.tracrite.net/oc-enterprise#items)
    - [Company](https://learn.tracrite.net/oc-enterprise#company)
    - [Glossary](https://learn.tracrite.net/oc-enterprise#glossary)
    - [Preps](https://learn.tracrite.net/oc-enterprise#preps)
    - [Products](https://learn.tracrite.net/oc-enterprise#products)
    - [Reports](https://learn.tracrite.net/oc-enterprise#reports)
    - [Suppliers](https://learn.tracrite.net/oc-enterprise#suppliers)

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