Step 2: The general settings

There are various aspects that can be set in Optiply, in order to adjust Optiply to your purchasing strategy.

Jan Blans avatar
Written by Jan Blans
Updated over a week ago

The next step is to set up Optiply. This includes setting up the A/B/C categories, service levels, general settings, and supplier settings:

Here you enter what percentage of your gross margin you want to classify in the A, B, or C category. For example, the higher you set the A category, the higher your stock value will be.

Here you can enter the desired service level per category. The higher you set your service level, the lower your no-sales will be. A higher service level also ensures that your stock value will increase.

In this section, you can input your inventory cost percentage and select your preference for backorders. Additionally, you have the option to enable or disable the 'Lost-sales' feature. When 'Lost-sales' is activated, Optiply proactively assesses the forecasted demand to identify potential stock shortages and automatically triggers reordering to prevent any potential loss in sales.

Finally, fill in your supplier settings.

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