The Refine step is focussed on configuring the App for your environment and starts with an online data review session. This review identifies any changes required to either:

  • The configuration of the App
  • The data extracts
  • The data in your ERP


Accurately defining your Stocking Indicator is critical for inventory planning, so that the App knows:

  • which items you plan to keep in stock
  • which items you will only buy when a customer orders them
  • which items you will not buy under any circumstances

Other data to clean up during this step includes:

  • Preferred suppliers
  • Lead times
  • Minimum Order Quantities (MOQ) / Order Multiples (OM)

There are multiple ways to get help from within Sage Inventory Advisor and Sage Inventory Advisor Basics.