Getting Started
Before placing your first order, ensure that all supplier details are correctly set up in Optiply, such as:
Manual Order Period (Reorder Period)
Once everything is in place, the first order advice will appear under ‘Purchase’ → ‘Planned Orders’.
When placing an order with a supplier for the first time via Optiply, you can determine the start date of the order cycle yourself. This flexibility allows you to set the date that works best for your operations.
How to Place an Order
Click on the green ‘Buy Now’ button.
The details of the purchase order will be displayed on your screen.
Check the order details carefully to ensure accuracy.
Once reviewed, you have two options:
Click ‘Order’ on the right side to place the order.
Alternatively, save the order as a Draft Order. (Note: Draft orders will not be updated further.)
Helpful Tips to Avoid Errors
If you encounter issues while adjusting the purchasing advice or receive errors when saving or placing the order, follow this tip:
Save the order as a Draft Order first without making any adjustments.
This prevents potential errors and ensures that the order details are safely stored.
By following these steps, you can smoothly manage your purchase orders in Optiply and maintain an efficient inventory workflow.