🆕 Add and Configure a New Supplier
When you partner with a new vendor, setting them up correctly in Optiply is crucial for generating accurate, automated purchase advice right from the start.
If you have a new supplier, you only need to go through a few simple steps to get them into your system and configure their unique ordering rules. Here is how to get started!
📝 Step 1: Add the Supplier
Depending on your webshop or ERP integration, there are two ways a new supplier can be created in Optiply:
Via Your Source System (Recommended): The best practice is to add the new supplier directly into your source system (e.g., Shopify, Magento, Exact Online). As long as your specific integration supports supplier syncing, the new vendor will automatically be pulled into Optiply during the next sync!
Manual Addition: If your integration does not automatically sync suppliers, or if you need to create one on the fly, you can add them manually. Simply navigate to the Suppliers page from the top menu and click the button to add a new supplier.
⚙️ Step 2: Fill in the Supplier Details
Once the supplier exists in Optiply, you need to tell the algorithm how they operate. Click on the new supplier to open their configuration page and fill in their specific details.
You can define several constraints here, including:
Ignore (If you want the algorithm to temporarily ignore this supplier)
For a deep dive into what each of these metrics means, check out our detailed article on Supplier Settings.
⚠️ Crucial Note on Syncing: Any changes you make to these new supplier settings are processed overnight. The updated constraints and resulting purchase advice will be fully calculated and visible the very next day!
🛒 Step 3: Start Purchasing
Once your supplier is added and their settings have been processed overnight, the algorithm will begin generating purchase advice for any linked products that need replenishing.
To create your first order with them:
Navigate to the Purchase page.
Select Start purchasing.
Choose your new supplier from the list to review and approve their order lines.
(For a complete walkthrough of this workflow, see our article on Placing a Purchase Order).
❓ Frequently Asked Questions (FAQs)
Why isn't Optiply giving me any purchase advice for my new supplier yet?
If you just filled in their delivery times and order periods today, the algorithm needs to run its overnight calculation cycle. Check back tomorrow morning to see your fresh purchase advice! Also, make sure you have actually linked products to this supplier in your source system.
What if my supplier doesn't have a minimum order value?
If your supplier is highly flexible and does not require a minimum order value or specific lot sizes, you can simply leave those fields blank (or at 0). Optiply will only constrain the order if you tell it to!