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If you have a new supplier, you have to go through a few steps to get it into Optiply and have the right settings for it.
Add a supplier
You can add a supplier to your source system. As long as the integration of your source system makes it possible. After you have added the supplier, it will be immediately visible in Optiply. Otherwise, you can add a new supplier to the 'Suppliers Page' manually.
Fill in the supplier details
You can fill in all the details on the supplier's page (minimum order value, fixed order costs, delivery time, manual order period, e-mail, the order in lots and ignore).
For more information about the supplier settings, see the article 'Supplier settings'.
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The supplier settings are processed overnight and are up to date the next day.
You can now start purchasing ('Purchase' β 'Start purchasing'). For more information about purchasing, see the article 'Placing a purchase order'.
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