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Step 5: Placing a purchase order
Step 5: Placing a purchase order

To get ready to use Optiply, your suppliers' order schedules need to start. You do this by clicking on the green "Order" button.

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

After all the details regarding the suppliers (minimum order value, fixed order costs, delivery time, and manual order period) have been correctly filled in, the first order advice will become visible. Under 'Purchase' โ†’ 'Planed orders', you will find the given advice.

When you make a first-time order from a supplier via Optiply, the order date is "to be determined yourself". This allows you to decide for yourself when you want to start your order cycle.

To start, click on the green button 'Buy Now'.

You will then find the details of the order to be placed here. Check the details and click on 'Order' on the right side, or save this order as a concept (a concept order will not get updated).

If you have difficulty adjusting the advice or receive an error when trying to save or place the order, then our advice is to first save the advice without any adjustments as a Draft order. This prevents any errors.


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