To start with Optiply, all available data must be in order in your source system. The data that Optiply reads out differs per linkage. Read here: integration pages, what exactly is synchronized 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 which 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's 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 your supplier information up to date? If so, make sure that all the suppliers for whom you want to place purchase orders are entered correctly.
Product suppliers
In addition, indicate from which supplier you purchase your products and the conditions for doing so. Think of purchase prices, the 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 any purchase orders.
Sales orders
Optiply prepares the purchase orders 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.