Strategy Templates (Strategy Designer)

You can create as many custom strategies as you like. You create one by clicking the Add button and either starting with an Empty strategy or selecting one of the templates.

The templates are only starting points for your strategies and might give you some head start. They are not fully functioning strategies without further modifications.

This is a very simple Cost-Plus strategy which we configured for demonstration purposes:

Strategy block

Each strategy block has two main inputs:

  1. Price – Puzzle-like input where you plug your other blocks. Only blocks producing a number can be plugged here.

  2. Variables – You can add your Variables to make the strategy more readable and to reuse some of the blocks easily.

The strategy above produces the following formula: Product Cost x (1 + (Adjustment Pct / 100)) where Product Cost is a Data Lookup (more on that later) and Adjustment Pct is a Number.