Optiply

Learn how to configure your ABC inventory classification in Optiply. Set product distribution rules, target service levels, and advanced category thresholds to define your purchasing strategy.

Settings - ABC Category Section

Learn how to fine-tune the Optiply algorithm. Adjust your yearly seasonality factor, toggle outlier filtering for sales spikes, and activate wholesale-specific forecasting rules.

Settings - Algorithm Section

Learn how to configure the advanced ABC-XYZ inventory classification matrix in Optiply. Categorise your assortment using two independent metrics and set precise service levels across nine unique categories.

Settings -ABC- XYZ Classification Section

Explore the Additional Settings in Optiply. Learn how to toggle advanced inventory control features, manage data imports/exports, and activate miscellaneous tools like multi-supplier support and container management.

Settings - Additional Section

Learn how to configure your Optiply email settings. Discover how to add CC addresses, select "From" addresses, and customise dynamic email templates for your suppliers in multiple languages.

Settings - Email Settings

Learn how to configure your foundational account settings in Optiply. Update your company name, currency, time zone, inventory keeping costs, and default receipt quantities.

Settings - General Settings

You can use the settings page to configure Optiply's various features

Settings Page

Learn how to manage your Optiply billing details. Track your invoice history, update your active payment methods, view your subscription plan, and edit your company's tax information.

Settings -  Billing & Invoicing

Learn how to manage your team in Optiply. Discover how to invite new users, assign company roles, and configure granular viewing and editing permissions.

Settings - Users

Carla Domingos

This folder contains detailed information about the settings page

The Settings Page

Learn how to monitor your bulk data transfers in Optiply. Track the progress of your imports, troubleshoot failed upload lines, and manage your downloaded export files.

Imports/Exports

Learn how to automate tasks and schedule actions using Optiply Workflows. Choose from powerful preset automations or request a custom workflow tailored specifically to your webshop.

Workflows

Learn how to connect your source systems to Optiply. Discover how to add new integrations, monitor real-time import jobs, and manage your API credentials.

Integrations

Settings - Data Management 

Optiply App

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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