Manually Creating a Purchase Order
In addition to automatic suggestions, Optiply allows you to create purchase orders manually.
To do this:
Go to the top-right corner of the Purchase page.
Use the dropdown menu to search for and select the supplier you want to order from.
Click "Create Manual Order".
This will generate an empty purchase order for that supplier.
Adding Products
Once the manual order is created:
Navigate to the “Available Products” tab.
Select the products you want to include in your order.
Add them with the desired quantities.
Saving Your Order
When you're done adding products:
Click "Save" to store your changes.
The order will be saved as a Draft, so you can return later to edit or complete it.
This feature gives you the flexibility to place orders based on your unique needs, even if they fall outside Optiply’s automated suggestions.