Preparing Your Data for Optiply

Before you start using Optiply, it's crucial to ensure that all relevant data in your source system is well-organized and accurate. The type of data Optiply reads depends on your integration. Check the Integration pages for detailed information on what data is synchronized. Generally, Optiply reads any data that exists in your source system, so accuracy is key. Below, we outline the essential data required and how it should be formatted.

Product Information

Ensure that your product details are accurate in the source system, including product names, SKUs, selling prices, and stock levels. Verify that the product type and compositions are correct and that each product is linked to a supplier. Missing links or incorrect information can lead to errors.

Supplier Information

If your source system tracks supplier data, make sure the details for all suppliers you purchase from are up to date. This is essential for creating accurate purchase orders.

Product-Supplier Relationships

Specify which supplier provides each product and define the conditions for purchasing. Include details such as purchase prices, supplier product names, purchase units, and MOQ (Minimum Order Quantity). Ensure that products are correctly linked to their respective suppliers to avoid errors in purchase orders.

Sales Orders

Optiply generates purchase recommendations based on your sales history. Ensure all sales orders are properly recorded in your source system.

Purchase Orders

If your source system allows you to register purchase orders, make sure all open purchase orders are entered. This helps Optiply account for them when creating new recommendations.
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