Here is how we synchronize Picqer data and some critical notes. Information and data from Picqer are updated as soon as possible.
Products
All products with the status "active" in Picqer are shown in Optiply. The products with the status "inactive" are not shown or included in Optiply.
Also, if the type of a product is "unlimited_stock" or the property assembled is set to true, the product won't show in Optiply.
Optiply | Picqer |
name | name (will be ““ if there is no name) |
skuCode | productcode |
articleCode | productcode |
price | price |
unlimitedStock | unlimitedstock [‘true' or 'false’] |
purchaseInQuantitiesOf | purchase_in_quantities_of |
minimumPurchaseQuantity | minimum_purchase_quantity |
stockOnHand | stock.freestock |
currentStockDate | now |
status | active [‘true' or 'false’] |
eanCode | barcode |
assembled | assembled [‘true' or 'false’] |
remoteId | idproduct |
Composed Products
Optiply synchronises the composed and virtual products from Picqer and uses these to provide ordering advice for the products you purchase.
The product has a key named type.
The value for this can be:
normal, unlimited_stock, virtual_composition, composition_with_stock
Here follow the mapping rules based on this:
type | unlimited_stock | assembled |
normal | false | false |
unlimited_stock | true | false |
virtual_composition | false | true |
composition_with_ stock | false | true (in this scenario also imports the webshop_product_compositions) |
Note: If the value "unlimited_stock" is true or the "assembled" is true, the product will not show on Optiply.
Order By
The "Order in multiples of" in Picqer is equal to "order per" in Optiply.
MOQ
The "Minimum order quantity" is equal to the MOQ (minimum order quantity) in Optiply.
Delete Products
Do you want to delete a product? Give that product the status 'inactive' in Picqer. The product will then disappear from Optiply, and after that, you can delete the product from Picqer. If you do not do this, then there's a risk buy orders do not get correctly synchronized and may be missing in Picqer.
Suppliers
We synchronise all Picqer suppliers with our system. When the supplier is removed from Picqer, it is also removed from Optiply. When a supplier is set to "inactive" in Picqer, it will not be removed from Optiply. It is best to ignore this supplier in Optiply.
Changes in supplier names are synced once a week (on Sunday afternoon).
Optiply | Picqer |
name | name or id |
country | country |
ignored | inactive |
For existing customers as of 23/Sep/2024, we’ve set up a property_ignore_v2 on Suppliers ignored. This effectively makes it so you can manage that value on Optiply, and Picqer doesn’t touch it. For customers after this date, the default behaviour will be that you can manage it on Picqer, and you can choose to change it.
A pull is done every day at 17h30.
Supplier Products
Optiply | Picqer |
sku | productcode_supplier or productcode |
articleCode | productcode_supplier or productcode |
price | fixedstockprice |
supplier | supplier name or Id |
unlimitedStock | unlimitedStock [‘true' or 'false’] |
status | active [‘true' or 'false’] |
minimumPurchaseQuantity | product minimum_purchase_quantity |
eanCode | barcode |
assembled | assembled [‘true' or 'false’] |
name | name |
When you have the multisupplier feature on in Optiply, we do not sync the active supplier. This management must be done manually in Optiply by the user
Bulk Updating Preferred Suppliers
For a more efficient approach, especially when handling multiple products, you can update preferred suppliers in bulk:
Step 1: Prepare the Input File
File Format: Create a CSV or Excel file.
Required Columns:
skuCode: The Stock Keeping Unit code for identifying products.supplierName: The name of the supplier.preferred: Use the valueTRUEfor the preferred supplier.
Step 2: Populate the File
Populate the file with the relevant data for each product you wish to update. Ensure that the data is accurate and consistent to avoid import errors.
Step 3: Import the File
Depending on your access, either you or the support team can upload this file into Optiply. If you're unsure of the upload process, contact Optiply Support for assistance.
Important Notes:
Consistency in data formatting is crucial for successful updates.
Ensure Picqer and Optiply remain synchronised after making changes.
Using the CSV/Excel file method simplifies bulk updates but can also be scaled down for individual adjustments when a manual approach isn't viable.
Managing Preferred Suppliers
Effectively managing supplier relationships is crucial for streamlining operations within Optiply. This section explains how to configure and update preferred suppliers for your inventory, both individually and in bulk.
Setting Preferred Suppliers for Individual Products
To set a preferred supplier for an individual product in Optiply, you need to manage the settings within your integrated Picqer account:
Login to Picqer: Access your Picqer account, where supplier details and configurations are stored.
Select the Preferred Supplier: Navigate to the product in question and assign the preferred supplier by using Picqer's interface.
Automatic Sync with Optiply: Ensure the changes in Picqer will reflect in Optiply upon synchronisation. Alternatively, you can create a structured file for bulk operations (details below), but limit it to the specific product(s).
Buy Orders
If an order has no information on the supplier, we cannot import it into our system.
A purchase order with one or more products still not received does not get the status “completed“, so it will remain in Optiply without being completed.
Even after a buy order is placed and deliveries are confirmed, changes in quantity (i.e. number of items ordered) of buy order line(s) will be synced from Picqer to Optiply.
The Buy Orders are pulled every night.
Optiply | Picqer |
supplier | idsupplier |
completed | IF status = ‘received' or ‘cancelled' → updated [date] (otherwise -> 'null’) |
placed | created [date] |
expectedDeliveryDate | delivery_date |
Buy Order Lines
Optiply | Picqer |
price |
|
quantity | amount |
subtotalvalue | amount * price (*) |
expectedDeliveryDate | purchase_order_line delivery_date if not null, otherwise purchase_order delivery_date |
(*) The subtotal value is the multiplication of the amount by the price
Sell Orders
Optiply | Picqer |
status | status |
placed | created [date] |
completed | updated [date] |
totalValue | 0 |
If the order has 0 (zero) order lines, it will not be imported
Sell order lines
Optiply | Picqer |
price | order_product price if not null, otherwise products.price |
quantity | order_product.amount |
subtotalvalue | amount * price (*1) |
placed | order.placed |
Item Deliveries
Optiply | Picqer |
occurred | received date from receipt |
quantity | amount from receipt |
Writing out purchase orders
By default, we write the placed purchase orders from Optiply to Picqer. If you do not want this, please let us know. We will then turn it off for you.
Warehouses
There are different possibilities to connect to the Picqer warehouses; we are able to connect to 1 or more warehouses.
One Warehouse
One Optiply environment will be connected to one Picqer Warehouse. Like Picqer, we assume that different warehouses are different supply chains and that goods transferring from one warehouse to another need to be shipped.
Multiple Warehouses & AutoSplit
AutoSplit allows Picqer to ship orders from multiple warehouses. When using multiple warehouses in Picqer and using Picqer's AutoSplit functionality, make sure to mark the warehouse that we connect to as a priority warehouse. This way, Picqer's algorithm will strive to fulfil all sell orders from that warehouse, and so will we.
Multiple Warehouses & Sumup stock in Optiply
When you have multiple warehouses, but you only ship from one warehouse you can pass on the warehouse numbers. This way, Optiply reads out stock levels from each warehouse and sums these up. Everything else (sell orders, buy orders, etc.) will be synced from the main one.
If you want to change the main one, you'll need a new integration with sales data transfer from the old to the new.