The article below explains how the Optiply Home Page works and what you should pay attention to.
Stock Overall Metrics
Current service level: The average service level of the three categories (A, B and C).
Turnover time: The average time one euro of stock is in the warehouse.
Purchase Automation: The percentage of placed buy orders that follow Optiply's purchase advice
On-Time Purchasing: The percentage of orders placed on the suggested date
Purchasing
In the purchase section, you can find the tasks that need attention coded by colour.
Red for the most urgent ones, Yellow for the tasks that need attention, and Green for the daily tasks.
You also have a button that will open directly the purchase page.
In front of each task, you can see how many orders have that status, the total amount of products and the total value.
If you click on "View" it will open the purchase page with the applied filter that will allow you to see only that information for instance: Only overdue orders.
The same applies to the Deliveries section.
Data Management
In this section, you can see the list of tasks that need to be addressed.
Tasks with this icon show you that there is abnormal information, for instance, a purchase price of 0 or a missing price. When you select "View" it will open the product page with the filter that will show you only the products that have the error. If you click on the Button " Go to Products" it will redirect you to the product page.
This section shows you the supplier tasks that need attention. In the example below you have a different icon. This icon is shown when the information missing will prevent the product or supplier from being used or taken into account for advice. For instance, if you have a missing lead time or reorder period the supplier will not receive a forecast and neither will the products associated with it. From this section, you can also use the button to go to the supplier page and the "View" to see only the suppliers that need correction.
Menu Icons
From the menu icon, you can toggle the visibility of the page menu.
If you choose the option Collapse menuonly the icons will be visible:
Home Page
Toolbar icons
In this section, we will show you the different icons and their purpose.
The status icon
- This icon shows you the status of the app and will redirect you to the status page. It is coded by color from green to red depending on the reported issues that exist at the moment. Follow this link to learn more about this page.
Changelog icon
- By clicking this icon you'll be able to see the latest news and changes in the app.
If you click below in See all changes you'll be redirected to the Changelog Page.
For more information about this page click here.
Help Icon
-From this icon, you can select a number of options
You can access our Help Center where you can find all the information about the Optiply app.
You can submit feedback and make requests on our Feedback Page. (Find more detailed information about this page here).
You can access the Changelog Page as well from here.
You can toggle the chat, so it can remain visible or not.
Language Icon
- Here you can change the language you want displayed English or Dutch
Account icon
- From here you can access several features
You can see the account you are using at the moment.
Access User Settings, you can learn more about this by following the link.
Select dark or light mode.
Access the Imports Page, you can learn more about this by following the link.
Access the Exports Page, you can learn more about this by following the link.
And log out.
If you have any questions please reach out to us at support@optiply.nl or by using the chat box.