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. See more about this here
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. Manual agendas are scheduling mechanisms that automatically fix recurring supplier orders to a predefined schedule. These agendas ensure consistent ordering by aligning orders with the same day each week or any other specified period, such as every Monday. However, they impose certain limitations, such as restricting users from manually skipping orders beyond the current day.
Skipping Orders and Manual Agenda Constraints
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 be deemed necessary by that time. However, when using manual agendas, skipping orders follows stricter rules. Orders will be aligned with the next scheduled date dictated by the manual agenda, meaning users cannot skip orders manually beyond the current day. This ensures tighter scheduling control and predictability.
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. If a manual agenda is applied, the 'Next Order Moment' button can help defer the order to the next eligible day within the schedule while maintaining alignment with its predefined cadence. For example, if an order isn’t immediately necessary, the system can push it to the next planned moment effectively.
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. For users working with manual agendas, it is crucial to regularly review no-order days or holiday settings, as these can affect how orders are scheduled and their eventual placement. Aligning these settings can improve compliance with the rigid scheduling logic of manual agendas.
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.
Working with Manual Agendas
Although manual agendas limit the ability to skip orders freely, they offer a structured approach to supplier scheduling that ensures regularity and reduces guesswork. By using alternative tools like the 'Next Order Moment' button, rescheduling functionality, and adjusting system settings, users can efficiently operate within the confines of manual agendas.