The purchase page has recommendations that are presented based on the fixed and the dynamic order agenda.
The purchase page contains two columns that provide structure and an overview during order placement. The two columns are: 'Draft Orders' and 'Planned Orders'.
Draft orders
This column displays all orders that have been created but not yet placed. You can save the orders you might want to place or change shortly. It is important to remember that the orders in this list are statistically 'ready'. This means that they will no longer be updated after changes in stock or forecasts.
We, therefore, recommend not leaving draft orders open for too long. You can edit a planned order and save it as a draft, but once you place the order the draft will be deleted. If you want to keep a draft you need to create this manually and save it as a draft.
Create a manual order
There's also the opportunity to place orders manually. This can be done by searching and selecting the desired supplier in the dropdown box at the top right-hand side and then clicking 'Create Manual Order'. This will create an empty purchase order for the desired supplier.
Planned Orders
This column displays all orders that have been proposed to be ordered today or earlier and even future orders. All the purchase advice is based on the fixed- and/or dynamic order agenda.
Dynamic agenda:
Backorders will be represented by this icon:
Emergency orders (Avoid lost sales) will have this Icon:
Fixed agenda:
Regular orders that are set according to the reorder period you have determined or the manual agenda set by you as well.
Skipping orders
If you are not ready to make an order for any given reason at the time it is suggested you can skip it until the next order moment.
For example, If you were supposed to order today and have a reorder period of 7 days, if you skip this order it will be rescheduled for next week but with the added advice Optiply will deem necessary by that time.
You can do that by clicking on the options and skipping it or going inside the order and skipping from there. Here is an example from a planned order that has a reorder period of 7 days and it will be skipped from the 21st until the 28th of the month.
You can skip all order types but it is not advised to do so. If you feel you have to skip orders regularly then it is advisable to correct the reorder period for the suppliers, check the lead time, order costs, etc.
Optiply will always advise you to order in the most cost-effective way possible.
So make sure the information you have is the most accurate and up-to-date possible.
Optiply will do the rest for you.