📦 The Product Page
The Product Page is the heart of your inventory catalogue in Optiply. It displays the most important information about your products, allowing you to track stock, adjust purchasing rules, and manage supplier relationships on a granular level.
The page is divided into two main experiences: the Products Overview (your main catalogue list) and the Product Details Page (the specific settings for a single item).
📋 1. The Products Overview Dashboard
The main overview acts as your master list. You can customise this view to show anywhere from one to twenty columns of data using the Column View Selector icon.
Below are the most common columns you will see and what they mean:
Column Name | Description |
Category | Displays the ABC Category the product is assigned to (A, B, or C). |
New Product | Displays a checkmark for products that are considered "new" in Optiply and lack historical data. |
Notes | Displays any manual notes you have attached to this product. |
Name | The name of the product as synced from your source system. |
SKU | Stock Keeping Unit—your unique product identification code. |
Current Service Level | The current percentage of this product's demand that can be successfully delivered from stock. |
Stock Time | The estimated time when the physical stock will be sold out (calculated as current stock/demand). |
Free Stock | The stock that is currently physically available in your warehouse. |
30-Day Forecast | The algorithm's calculation of average expected demand for the next 30 days (in units). |
Quick Actions from the Overview:
Exporting Data: Click the Export icon to open a pop-up. From here, you can choose your desired file format, name the file, and download the exact information currently displayed on your screen.
Importing Data: Click the Import icon to bulk-update product information via CSV. (See our Imports guide for more details).
Inline Actions: In the far-right column of the table, you can click the action menu to instantly add a product to a promotion, phase it out, or ignore it without opening the full details page.
🔍 2. The Product Details Page
To view or edit the specific settings for an individual item, simply click on the product row. This expands the Product Details Page, which is broken down into several related info tables.
Note: The baseline data shown here is synced directly from your primary source system.
A. Core Product Information
This table handles the overarching status of the item.
Minimum Stock Level: Define a strict safety net. Enter a number here if you want to ensure you keep a specific quantity of this product in stock at all times.
Phase-out: Use this to temporarily or permanently stop purchasing a product. When enabled, you can select an "End Date."
Ignore Product: Use this to completely blind the system to the product (used when an item is permanently discontinued).
Always remember to click Save after changing these statuses!
B. Supplier Rules & Settings
This table shows all suppliers connected to the product. Click Edit on a supplier row to adjust the purchasing rules, or click Add New to link a brand new supplier to the item.
When editing a supplier link, you can configure:
Preferred: If you have multiple suppliers for one item, check this box so Optiply always suggests purchasing from this specific vendor.
Available / Availability Date: Toggle if the product can currently be purchased from this vendor. If not, if it is phased-out, set a future availability date.
Identifiers: Edit the specific Supplier Product Name, SKU, and Purchase Price.
Lot Size: Set how many pieces make up a single "lot" (e.g., if you must buy the item in boxes of 12).
MOQ: Set the Minimum Order Quantity required by the supplier for this specific item.
Product Lead Time: If this specific item takes longer to arrive than the supplier's standard lead time, set the days here. This product-specific lead time will always override the general supplier lead time!
Weight & Volume: Add these metrics to calculate precise transport costs or container space. These values cannot be 0; ensure you enter at least a minimal value if the field is active.
C. Deliveries & Logistics
The Deliveries table shows all historical and active purchase orders pertaining to this product. You can track whether an order is open or closed, the placed/expected delivery dates, and the quantities delivered.
Click the Order Number to jump to the full Deliveries page.
Click the Supplier Name to jump to that vendor's settings.
D. Promotions & Compositions
These tables handle how the product is marketed and bundled.
Promotions: View active promos, edit the expected uplift percentage, or click Add New to assign the product to an upcoming marketing campaign.
Compositions: If this item is a raw material (a part), this table shows which larger products it helps build.
Parts: If this item is a composed product (a bundle), this table lists the individual raw materials required to assemble it.
Link Predecessor: Link an older, discontinued product to this one so the algorithm can inherit the old product's sales history!
🛑 3. The Golden Rule of Data Syncing
⚠️ IMPORTANT NOTE ON OVERWRITES:
Optiply is designed to reflect your source system. If you make a manual change to a setting in Optiply (like a product name or an SKU), make sure that the same information is updated in your source system, or ensure that the specific field is "unmapped" in your integration settings.
Otherwise, the next time Optiply runs a sync job, your manual changes will be completely overwritten by whatever old data is still sitting in your webshop or ERP!
❓ 4. Frequently Asked Questions (FAQs)
Why am I getting an error when I try to save my supplier settings with a Weight of 0?
If you have container or volume calculations enabled, the system requires physical dimensions to calculate the math. A weight or volume of absolute zero breaks the calculation. If you don't know the exact weight, input a minimal placeholder value (like 0.01) to allow the system to save.
If I set a Product Lead Time of 10 days, but the overall Supplier Lead Time is 5 days, which one does Optiply use?
Optiply will always use the 10 days. The Product Lead Time acts as a specific override for the general Supplier Lead Time, ensuring highly accurate purchasing advice for items that take longer to manufacture or ship.