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Step 4: The Product Information
Step 4: The Product Information

To make sure that Optiply works correctly, the product settings must be valid, like the prices or if the product has to be phased out or not

Jan Blans avatar
Written by Jan Blans
Updated over a week ago

To receive sufficient purchasing advice, the product information in Optiply must be correct. Check the following points and correct them when necessary:

  • Product prices
    Are all product prices filled in correctly?

  • Ignore products
    If a product is discontinued you can use this option to remove it. From that point on it will not get advice and it is as if it does not exist anymore. This is also true for invoice purposes.

  • Product lead time
    Sometimes products have a different lead time than the supplier. Make sure you have the correct information.

  • Reorder period

    The time you want to set between one order and the next

  • Minimum stock level

    Do you want to always have stock? how much? you can decide that and set it as well.

  • Lot size

    Some products are only sold in boxes or packs you can set how many are there in a box.

  • Moq

    Minimum order quantity can be set because some suppliers only sell a minimum amount of certain units.

  • Phase out products
    When you use cross-docking or drop-shipping for certain products, these products must be marked as 'phased out', so they will not be put in stock. There can be reasons why you don't want to receive purchasing advice for particular products. If this is the case, these products should also be marked as 'phased out'.
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    You can do this manually here:


    Depending on the integration, you can fill in all of the information above in your source system or provide us with an import file. Check this page to learn how to do this.

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