Optiply

Learn how to navigate the Optiply Analytics page. Discover how to track your overall business health, analyse service levels, and build custom reporting dashboards.

Analytics Page

Learn how to use the Optiply Assembly page to manage composed products, track raw material quantities, and place assembly orders.

Assembly Page

Learn how to use the Optiply Changelog page to stay up to date on the latest software improvements, new features, and system updates.

Changelog Page

Learn how to navigate the Optiply Home Page to view tactical stock metrics, manage your daily purchasing tasks, and resolve critical data errors.

Home Page

Learn how to submit feature requests, view the Optiply product roadmap, and vote on community ideas in the Feedback Portal.

Feedback Portal Page

Learn how to work with auto-updates in the Optiply Live Editor. Understand how the system keeps your purchase advice accurate in real time without overwriting your manual changes.

Live Editor

Master the Optiply Product Page. Learn how to customise your overview columns, manage individual product settings, assign suppliers, and configure purchasing rules.

Product page

Learn how to use the Optiply Promotions feature to adjust your purchasing advice for marketing campaigns, seasonal sales, and inventory close-outs.

Promotion Page

Discover what is happening behind the scenes at Optiply. Learn how to navigate the Roadmap page to track upcoming features, product updates, and community requests.

Roadmap Page

Learn how to check the Optiply Status Page for real-time system updates, ongoing incidents, and scheduled maintenance.

Status Page

Master the Optiply Suppliers page. Learn how to configure supplier settings, manage order agendas, adjust lead times, and bulk-import vendor data via CSV.

The Supplier Page

Learn how to manage your incoming purchase orders in Optiply. Track overdue deliveries, update received stock quantities, and export delivery performance lists.

The Deliveries Page

Learn how to manage your team in Optiply. Discover how to invite new users, assign company roles, and configure specific module permissions.

User Settings

Learn how to navigate the Optiply Purchase Page. Discover how to manage Proposed Orders, handle Draft Orders, create manual orders, and skip scheduling based on your fixed or dynamic agendas.

Purchase page

Carla Domingos

Ricardo Guerreiro

Optiply per page

Learn how to configure your ABC inventory classification in Optiply. Set product distribution rules, target service levels, and advanced category thresholds to define your purchasing strategy.

Settings - ABC Category Section

Learn how to fine-tune the Optiply algorithm. Adjust your yearly seasonality factor, toggle outlier filtering for sales spikes, and activate wholesale-specific forecasting rules.

Settings - Algorithm Section

Learn how to configure the advanced ABC-XYZ inventory classification matrix in Optiply. Categorise your assortment using two independent metrics and set precise service levels across nine unique categories.

Settings -ABC- XYZ Classification Section

Explore the Additional Settings in Optiply. Learn how to toggle advanced inventory control features, manage data imports/exports, and activate miscellaneous tools like multi-supplier support and container management.

Settings - Additional Section

Learn how to configure your Optiply email settings. Discover how to add CC addresses, select "From" addresses, and customise dynamic email templates for your suppliers in multiple languages.

Settings - Email Settings

Learn how to configure your foundational account settings in Optiply. Update your company name, currency, time zone, inventory keeping costs, and default receipt quantities.

Settings - General Settings

You can use the settings page to configure Optiply's various features

Settings Page

Learn how to manage your Optiply billing details. Track your invoice history, update your active payment methods, view your subscription plan, and edit your company's tax information.

Settings -  Billing & Invoicing

Learn how to manage your team in Optiply. Discover how to invite new users, assign company roles, and configure granular viewing and editing permissions.

Settings - Users

This folder contains detailed information about the settings page

The Settings Page

Learn how to monitor your bulk data transfers in Optiply. Track the progress of your imports, troubleshoot failed upload lines, and manage your downloaded export files.

Imports/Exports

Learn how to automate tasks and schedule actions using Optiply Workflows. Choose from powerful preset automations or request a custom workflow tailored specifically to your webshop.

Workflows

Learn how to connect your source systems to Optiply. Discover how to add new integrations, monitor real-time import jobs, and manage your API credentials.

Integrations

Settings - Data Management 

Optiply App

No tickets or conversations found

Try selecting a different creation date range.

Tickets and conversations you've started through the messenger will appear here.

No tickets or conversations created by you

Try using different keywords or checking for typos.

Try selecting a different update date range.

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

No conversations found

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Conversations and tickets in {topic}

Conversations and tickets in {topic} // {subtopic}

Volume, requesters and topics for your company.

Insights

Top requesters

AI topics

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.