To align Optiply with your purchasing strategy, several aspects can be customized. This step involves setting up general configurations, as well as product and supplier settings.

Define how to classify your products into A, B, and C categories based on your gross margin percentages. For example, increasing the percentage for the A category will result in higher stock values.

The XYZ categories add an additional layer of categorization, allowing you to set percentages within each category to refine your inventory strategy further.

Set your desired service level (stock level) for each category. A higher service level reduces lost sales but also increases your stock value. Adjust this setting to strike the right balance for your business needs.

This page allows you to configure both strategic and personal usage settings in Optiply. Tailor these settings to fit your purchasing goals.

Enter and manage detailed information for each product. This ensures that Optiply’s calculations and recommendations are accurate.

Finalize your setup by filling in your supplier details. Accurate supplier information is critical for generating reliable purchase orders.
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