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OC Pro
Getting Started
Setup
- How do I set up periods?
- How do I manage catering customers?
- How do I set up default conversions?
- How do I set up Units of Measure?
- How do I manage guests for events?
- How do I set up Tax Groups?
- How do I set up Taxes and Adjustments?
- How do I add Suppliers or Vendors?
- How do I set up Inventory Groups
- How do I set up Storage Locations?
- How do I set up Sales Groups?
- How do I set up Categories?
- How do I set up my Chart of Accounts?
- How do I set up a store?
Preferences
- How do I set up OC Mobile—Inventory Preferences?
- How do I set up Enterprise Preferences?
- How do I set up Nutrition Preferences?
- How do I set up POS Preferences?
- How do I set up Purchasing Preferences?
- How do I set up Inventory Preferences?
- How do I set up Accounting Preferences?
- How do I set up System Preferences?
- What are the different kinds of preferences available?
Security
Utilities
Nutrition
Enterprise
Main Menu Dashboard
Items
- How do I duplicate an existing inventory item?
- How do I define my item allergens?
- How do I calculate the nutrition for items?
- How do I manage my inventory item conversions?
- How do I manage my storage locations?
- How do I add or edit inventory items?
- How do I add, remove, or edit case sizes?
- General Information about Items
Count Inventory
- How do I re-enable an inventory count?
- How do I sort my count sheets by shelf to sheet?
- How do I create an inventory hot list?
- How do I delete a finalized inventory?
- How do I manage my locations for counting inventory?
- How do I adjust an inventory count?
- How do I enter an inventory count?
- How do I set up my count sheet?
- How do I create a new inventory?
- General Information on Counting Inventory
Case Size Overview
Setting Item Par Levels
Prep/Batch Recipes
- How do I prepare prep sheets?
- How do I enter nutrition for preps?
- How do I create prep conversions?
- How do I duplicate a prep to add a similar prep?
- How do I add recipe instructions to my preps?
- How do I add an ingredient to a prep/batch recipe?
- How do I enter a prep/batch recipe?
- General Information about Prep or Batch Recipes
Setting Prep Par Levels
Prep / Batch Recipe Scaling
Menu Product Recipes
Invoices
- How do I export invoices to my accounting software?
- How do I import invoices from suppliers?
- How do I use Invoice Templates?
- How do I add taxes and adjustments to my invoices?
- How do I add credit requests to my invoices?
- Invoice Utilities
- How do I find my account balances?
- How do I add expenses to my invoices?
- How do I add and update pricing for items?
- How do I enter invoices?
- General Information about Invoices