🚚 The Deliveries Page
The Deliveries Page is your command centre for all incoming stock. This is where you can easily manage, track, and update all your product deliveries to stay informed and in control of your supply chain from start to finish.
From this page, you can monitor pending shipments, correct expected delivery dates, and generate comprehensive export lists to analyse your delivery efficiency.
📂 1. The Three Order Views
To keep your workspace organised, the Deliveries page is divided into three distinct tabs based on the status of the shipment:
Overdue Orders: This tab displays all the orders that should have already been delivered by the supplier but, for whatever reason, have not yet arrived.
Today & Future Orders: Here, you can see all of your incoming orders that are currently on track and within their expected delivery time limits. (Note: When you click on a specific order here, it shows the undelivered products by default. Click the "Delivered Products" button to see what has already arrived).
Completed Orders: Access all of your fully received or manually closed orders. You can use filters on this page to search for historical delivery information and export closed order data.
🛠️ 2. Core Page Features
The Deliveries page offers several tools to help you manipulate and view your data exactly how you need it.
Filter and Sort: Click the Filter button and then Add Filter to search for specific order numbers, suppliers, or date ranges.
Column Display: Click the column view icon to select exactly which data points you want displayed on the page (and drag them into your preferred order).
Edit Delivery Dates: If a supplier informs you of a delay, you can easily click into an order and change the expected delivery date to keep your forecasts accurate.
Edit product delivery dates:You can also edit the delivery date for each product in the order.
Exporting Data: Click the Export button to download the currently displayed information. You can choose from three formats: .csv, .pdf, and .xlsx.
📦 3. Setting Deliveries (Receiving Stock)
When a truck arrives at your warehouse, you need to update Optiply so the algorithm knows the stock is physically available.
⚡ INTEGRATION NOTE: > If your source system (webshop/ERP) supports delivery mapping, this receiving process will happen automatically when you log the stock in your main system. There is no need to edit deliveries in Optiply. If your integration does not support delivery mapping, you must update the received quantities manually using the steps below.
How to manually update received items:
Click on the open order.
Update the number of items you have physically received in the input box. (For example, if you ordered 8 products but only received 6, update the number to reflect what is actually in the box).
Click Save.
The "Close Order" Button
If you receive a partial shipment and are absolutely certain the supplier is never going to send the rest of the missing items, you can manually close the order.
⚠️ WARNING: Make sure you have checked all products before clicking this. Closing an order will permanently cancel the remaining pending units, and this action cannot be undone!
⚙️ 4. The Delivery Format Setting
To speed up your manual receiving process, you can choose how Optiply defaults the delivery input boxes. You can change this in your General Settings > Default receipt quantity:
Remaining Quantity: The system will automatically pre-fill the input box with the exact quantity of the undelivered products. (Best if you usually receive your orders perfectly in full).
Zero: The system defaults the input box to "0". Only the exact amount you manually type in will be passed on to the delivered products, and the rest will remain open. (Best if you frequently receive partial or fragmented shipments).
❓ 5. Frequently Asked Questions (FAQs)
I accidentally clicked "Close Order" before the rest of the boxes arrived. Can I reopen it?
No. Closing an order is a permanent action in Optiply that cannot be undone. If the rest of the stock arrives later, you will need to manually adjust your stock levels in your source system to account for the newly arrived inventory.
Why did my overdue order suddenly move to Completed Orders?
If your webshop or ERP integration supports automatic delivery mapping, receiving the stock in your main system automatically syncs to Optiply, marking the delivery as complete and moving it to the closed tab.