🏠 The Home Page
The Optiply Home Page is your central command centre. You can use this page to look at the overall results of your Optiply environment on a tactical level and immediately see the daily tasks you need to tackle.
The article below explains how the Home Page works and what specific areas you should pay attention to.
📊 1. Stock Overall Metrics
At the top of the page, you will find high-level metrics that give you a quick pulse check on your inventory performance:
Current service level: The average service level across your three main categories (A, B, and C).
Turnover time: The average time one euro (€1) of stock sits in the warehouse before being sold.
Purchase Automation: The percentage of placed buy orders that strictly follow Optiply's generated purchase advice.
On-Time Purchasing: The percentage of orders that were placed on the exact suggested date.
🛒 2. Purchasing & Deliveries Tasks
In the Purchasing section, you can find the specific daily tasks that need your attention. These tasks are coded by colour to help you prioritise your workflow:
🔴 Red: The most urgent tasks (e.g., overdue orders).
🟡 Orange: Tasks that need attention soon.
🟢 Green: Standard daily tasks.
Using the Task Actions: In front of each task, you can see how many orders have that status, the total amount of products, and the total financial value.
"View" Button: Clicking this applies a filter and opens the Purchase page so you only see the information related to that specific task (for instance, showing only overdue orders).
"Go to Purchase" Button: Opens the general purchase page without specific task filters.
Note: The exact same colour-coded workflow and button logic applies to the Deliveries section below it.
⚠️ 3. Data Management Alerts
High-quality data is essential for Optiply to work. This section lists any tasks or data errors that need to be addressed in your system.
Abnormal Information Warnings Tasks with a standard warning icon
show you that there is abnormal information—for instance, a product with a purchase price of 0 or a missing price.
Click "View" to open the product page filtered specifically to the items with errors, or click "Go to Products" to open the general product page.
Critical Missing Information Warnings Supplier tasks use a different, critical icon. This icon 
appears when missing information is actively preventing a product or supplier from being used in the algorithm.
Example: 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.
Click "View" to see exactly which suppliers need correction so you can fix them immediately.
🧭 4. Menu Navigation & Toolbar Icons
Main Menu Buttons. From the top navigation bar of the page, you can access all the core modules of the app:
Home Page
Top-Right Toolbar Icons In the top right corner, you will find several quick-action icons:
The Status Icon: This icon shows the technical status of the app. It is colour-coded from green to red depending on if there are any reported system issues at the moment. Clicking it redirects you to the detailed Status Page.
Changelog Icon: Click this to see a dropdown of the latest news and changes. Clicking "See all changes" at the bottom will redirect you to the full Changelog Page.
Help Icon: Opening this menu allows you to:Access the Help Center to find articles like this one.
Access the Feedback Page to submit feedback and feature requests.
Access the Changelog Page.
Toggle the Chat box so it remains visible or hidden on your screen.
Account Icon: Opening this menu allows you to:See which account you are currently using.
Access your User Settings.
Toggle between Dark or Light mode.
Access the Imports Page and Exports Page.
Log out of the application safely.
❓ 5. Frequently Asked Questions (FAQs)
Why aren't some of my products receiving purchasing advice?
Check the Data Management section on your Home Page! If a supplier has a critical warning (like a missing lead time or reorder period), Optiply cannot generate a forecast for any products attached to that supplier.
What does the "Purchase Automation" metric actually track?
It tracks how closely your actual purchasing behaviour matches the algorithm's advice. If Optiply tells you to buy 10 units, and you manually change it to 50 units, your Purchase Automation percentage will decrease.