5. Placing a purchase order

To get ready to use Optiply, your suppliers' order schedules need to start. You do this by clicking on the green "Order" button.

After all the details regarding the suppliers (minimum order value, fixed order costs, delivery time, and manual order period) have been completely filled in, the first order advice will become visible. Under 'Purchase' 'Today's & Overdue Orders', you will find the given advice.

The moment you make a first-time order from a supplier via Optiply, the order date is "to be determined yourself". This allows you to decide for yourself when you want to start your order cycle.

To start, click on the green button 'Buy Now'. 

You will then find the details of the order to be placed here. Check the details and click on 'Order' on the right side, or save this order as a concept (a concept order will not get updated).

 

For more information, see: Placing a purchase order