1. Source system

Optiply purchases on the basis of data. This must therefore be in order as well as possible.

To start with Optiply, all available data must be in order in your source system. The data that Optiply reads out differs per link. Read at the integration pages what exactly is synchronised in your connection. In general, the following applies: If the data is available in the source system, Optiply will read it. Make sure this data is correct. In this article we explain what data this is and what it should look like. 

Product information

Make sure that the product information in your source system is entered correctly. Think of names, sku-codes, selling prices and stock levels. Ensure that the product type is correct and that any compositions are entered correctly. It is also important that all product information is linked to a supplier and the source system. If this is not the case, it can cause an error.

Supplier information

Does your source system support keeping supplier information up to date? In that case, make sure that all suppliers for whom you want to place purchase orders are entered.

Product suppliers 

In addition, indicate the supplier from whom you purchase your products and the conditions for doing so. Think of purchase prices, product name of the supplier, purchase units and MOQ. Also make sure that the products are linked to the suppliers, to prevent errors from appearing in purchase orders. 

Sales orders 

Optiply prepares the purchase order based on the sales history. Ensure that sales orders are properly administered in your system. 

Purchase orders 

Can you register purchase orders in your source system? If so, make sure that at least the open purchase orders are entered. We can then take this into account when drawing up the new recommendations. 

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2. General settings