The Supplier page is designed to display the most important information about your suppliers.
At the top of the page, you can see columns with different information. The columns can be up to sixteen and you can have the following information displayed:
Id - Supplier ID number.
Notes - You can take notes and save them and they will be displayed wherever the supplier is displayed as well.
Supplier name
Minimum order value - The minimum amount the supplier allows you to order or that you want to set yourself.
Container maximum weight - For those who work with containers to calculate the weight of the order.
Container maximum volume - For those who work with containers to calculate the total volume of the order.
Fixed order costs - The fixed amount that costs an order to place an order an for it to be delivered to you.
Lead time (days) - The time that the supplier gives you from the moment you place the order until it is in your possession.
Average lead time (days) - The actual time it takes from an order to be placed until the moment it is in your possession
Lead time deviation - The difference between the average lead time and the lead time.
Advised reorder period (days) - The advice Optiply gives to reorder products.
Reorder period (days) - The amount of time you set between orders.
Reacting to Backorders - The information if the option is turned on or off.
Reacting to lost sales -The information if the option is turned on or off.
Agenda managed manually - The information if you have or not a manual agenda set.
You must fill this data in correctly so Optiply can give the best purchasing advice. Optiply is there to help you, so make use of it!
When you click on the "Edit" button you'll have the option to set or edit the values from the supplier overview page.
But you can also select one supplier from that list and edit it and you can add another supplier by clicking the button "Add supplier" as well.
This pop-up will appear and you can add your supplier here.
Don't forget to save your changes in the end.
ATTENTION! If your source system has suppliers, we can read this from there, so you don't have to add this in Optiply.
To calculate the first purchase advice, the 'Manual order period' and 'Delivery time' must be filled in. You can enter this by clicking on the supplier.
You also see the measured delivery time, delivery time deviation, and order period. Optiply calculates these numbers for you based on the available data.
Add columns at the top right.
Adjustments per supplier
When you click on the supplier, you can adjust the settings below:
Under the folder for Supplier Information you'll find the following settings:
Planning
Lead time
Reorder period
Order Information
Fixed order costs
Minimum order value
Container (to activate this feature please contact your CSM or Support at support@optiply.nl)
Maximum capacity
Container volume
You have also the following options:
Ignore Supplier - This means that no more orders will be placed with the selected supplier, and the supplier's products will not be included in the stock value. The suppliers will also appear in grey at the bottom of the page.
Global Location Number (GLN) - Here you can set the identifier used to identify the location of your warehouse. This number is used when placing orders through EDI.
Reschedule - You can choose the first next order moment for this supplier.
Backorders: Here, you can set whether you allow Optiply to prepare a backorder for you.
Avoid lost sales - If Optiply sees that a product is about to run out of stock, it is possible to prepare an extra order automatically.
Order Value - Emergency orders will be scheduled if the purchase value of the order is higher than the amount set in the minimum order value plus the order cost.
Order in lots - An Excel/ CSV/ PDF with package quantities will be placed in the purchase order. Ordering in packages takes over the data from ordering per field.
Example:
If 24 pieces are ordered, and an order of 12 has been entered, then 2 pieces will appear on the purchase order.
Exclude purchase prices: You can export your purchase orders without purchase prices.
E-mail Settings: Here, you can write down the e-mail addresses of the supplier. You can send the order for more that one person or department for that use a semicolon (';') to separate e-mail addresses.
Reschedule Agenda
There is a possibility to reschedule the agenda. You can use this option to receive advice earlier or later than the planned order. In addition, you can use this option if you want to retrieve deleted draft orders (then reschedule the agenda for today or later).
When the calendar is rescheduled, the calendar will be rescheduled from the date you set.
Example: I have set my manual order period to 7 days and rescheduled the calendar for Tuesday (Tuesday). In the future, I will receive order advice every Tuesday.
ATENTION! This may differ when back orders and no sales are enabled.
To see all the products associated with a supplier all you have to do is select the folder Supplier Products
In this page you can use the filters to narrow the search for a certain product or a group of products.
The Suppliers Page allows you to take notes that will be visible wherever the supplier is displayed.
Upload supplier data in bulk
It is possible with Optiply to upload supplier data in bulk. Fill in the desired columns for this.
supplierName,ignored,minimum_order_value,max_load_capacity_in_kg,container_volume_in_m3,fixed_costs,lead_time_sd_actual,lead_time_mean_actual,sampled_mean_delivery_time_weekdays,user_replenishment_period,replenishment_period,backorders,reacting_to_lost_sales
A template of this file can be found here.