📅 Optiply Calendar Views
Sometimes, seeing your purchasing schedule laid out visually on a calendar makes planning your week much easier than reading a standard data table. Optiply offers interactive Calendar views across multiple pages to help you track proposed orders, overdue tasks, and incoming deliveries at a glance.
⚠️ Premium Feature Note: The Calendar view is an advanced visual feature and is currently unavailable in the Optiply Lite version. If you are on the Lite tier and wish to upgrade, please contact your Customer Success Manager!
Here is how to find and use the calendar features across your dashboard.
🏠 1. The Home Page Mini-Calendar
Right on your main dashboard, you have access to a quick-reference mini-calendar to help you navigate your immediate agenda.
Locating the Calendar: It is located in the top-right corner of your Home page.
Reading the Dots: You will notice small colored dots beneath certain dates.
Red Dots: Indicate that there are Overdue proposed orders that need your immediate attention.
Green Dots: Indicate that there are proposed orders scheduled for today or incoming Deliveries.
Interactive Navigation: You can interact directly with this widget! If you click on a date with a dot, a small menu will expand, showing a summary of the tasks for that day (e.g., "Overdue Ghangzou Export").
Clicking on one of these summaries opens a Proposed Order pop-up, giving you a quick overview of the status, order date, and total value. From there, simply click the blue Go to order button to jump straight into the editor!
🛒 2. The Purchase Page Calendar
When you are planning your buying strategy, you can switch the entire Purchase page from a standard list into a full-screen calendar.
How to switch views: Navigate to the Purchase page. Right next to the search bar and "Clear filters" button, click the Calendar view icon (it looks like a small calendar page).
What you see: Your draft and proposed orders are now displayed on a monthly, weekly, or daily grid. Each calendar card displays the Supplier Name, total order value, and the number of products included.
🚚 3. The Deliveries Page Calendar
Just like the Purchase page, you can visualise your incoming stock to help your warehouse team prepare for receiving goods.
How to switch views: Navigate to the Deliveries page. Click the Calendar view icon next to the search filters.
What you see: Instead of showing when to buy stock, this calendar maps out your Expected Delivery Dates. This gives your receiving team a clear, visual timeline of exactly when shipping containers or trucks are expected to arrive.
❓ Frequently Asked Questions (FAQs)
Why don't I see the calendar toggle icons on my pages?
If you cannot find the mini-calendar on your Home page or the toggle icons on your Purchase/Deliveries pages, you are likely using the Optiply Lite version, which does not support this visual feature.
Can I move an order by dragging it to a different day on the calendar?
Currently, the calendar serves as a visual planning tool. To officially change the planned date of an order, you should click into the specific order and adjust its parameters, or alter the supplier's order period settings to shift the entire agenda.