Find what you need
Start with the area of OptiGain you want to understand, then follow the relevant setup and workflow information.
Set up your business
Setting up OptiGain is designed to be straightforward. Once your business account is created, you can begin configuring employees, products, sales and business information from the platform.
Create Your Business
Register using your business name, email address and secure password. The business name provided during registration automatically becomes your first branch.
Configure Your Account
Your account is created as the business owner, giving you administrative visibility over employees, branches, reports and subscriptions.
Add Employees
Create employee accounts and assign employees to the appropriate branch. Access can be controlled according to the responsibilities assigned to users.
Build Your Inventory
Add products with their names, buying prices, selling prices and opening stock quantities. Products can then be used when creating sales.
Start Operating
Once your products and users are configured, you can begin creating sales and monitoring your business activity through the dashboard.
Manage products and stock
OptiGain connects inventory activity with sales so businesses can maintain a clearer view of available stock and product performance.
Add Products
Create products by entering the product name, buying price, selling price and opening stock. Products can then be selected when creating sales.
Track Stock
Completed sales update stock levels and contribute to inventory activity, reducing the need to manually calculate stock after every transaction.
Monitor Product Performance
Inventory information can be used alongside sales and business reporting to understand product activity, stock movement and the products contributing to sales.
Branch Inventory
Businesses operating multiple branches can manage branch-level inventory while maintaining centralized visibility across the organization.
From sale to recorded revenue
OptiGain connects the sales process with payment confirmation, inventory activity and business reporting. This creates a connected workflow instead of requiring each activity to be recorded separately.
Create Sale
Customer Pays
Confirm Payment
Reports Update
Creating a Sale
Employees can create customer sales using products already available in inventory. Products and quantities are selected as part of the transaction before the payment workflow is completed.
Payment Confirmation
Once the applicable customer payment is confirmed, OptiGain records the transaction and updates the related business information.
M-PESA Workflows
OptiGain supports M-PESA payment workflows where configured, including supported integrations and applicable manual payment confirmation.
Everything connected
OptiGain brings the core areas of business management together so owners can work from one connected system.
Branch Management
Create and manage multiple branches while maintaining centralized visibility over business performance.
Employee Management
Create employee accounts, assign branch access and manage access according to user responsibilities.
Revenue & Expenses
Monitor revenue and expenses alongside operational activity to build a clearer picture of financial performance.
Reports
Use business reports to review sales, revenue, inventory and other operational information.
Forecasting
Forecasting tools help businesses examine future revenue trends using available business data.
Business Intelligence
Business intelligence brings operational information together to help owners identify trends and make more informed decisions.
Understand your business
The OptiGain dashboard brings business information into a centralized view, allowing owners to move beyond individual transactions and understand broader operational and financial performance.
Revenue Analysis
Review revenue activity and trends to understand how the business is performing over time.
Expense Monitoring
Track expenses alongside revenue to provide a more complete picture of financial performance.
Branch Performance
Businesses with multiple branches can compare activity and monitor overall performance from a centralized view.
Forecasting & AI Insights
Forecasting and AI-powered business intelligence can help identify trends and provide additional context when making operational and financial decisions.
Choose the right setup
OptiGain provides different levels of business management capability depending on the size and operational requirements of the business.
⚡ Professional
- One Branch
- Employee Accounts
- Inventory Management
- Sales Tracking
- Revenue Reports
- Forecasting
🏬 Enterprise
- Unlimited Branches
- Unlimited Employees
- Company Dashboard
- Branch Analytics
- AI Business Insights
- Priority Support
We have you covered.
If you cannot find what you are looking for in the documentation, visit the Help Center for additional resources or contact the OptiGain team directly.