Optiply

Learn how to use the "Adjust Order Size" feature in Optiply to quickly recalculate purchase advice by applying a multiplier (order factor) to meet specific stock goals or requirements.

Adjust Order Size (Recalculate Purchase Advice)

Learn how Optiply automatically calculates the optimal Advised Reorder Period (in days) for each product to balance inventory holding costs and ordering frequency, preventing stockouts and unnecessary costs.

Advised Reorder Period

Learn what an Assembled Product (a kit or bundled item) is in Optiply, how to recognise it, how to set up its components, and how Optiply calculates purchasing advice for…

Assembled and Composed Products

The supplier page shows a measured delivery time, this is measured on the basis of your WMS system.

Average Lead Time/ Measured Delivery Time

Configure Optiply to automatically generate emergency purchase orders for backordered products, ensuring you quickly bring negative stock levels back to zero or the minimum required inventory.

Backorders

Understand the definitions and operational differences between Cross-Docking and Dropshipping, and how Optiply integrates these logistics models into its inventory and purchasing advice.

Cross-docking and Dropshipping

Understand how Optiply identifies Dead Stock (inventory not expected to sell within two years) by projecting sales based on a 30-day average, and how to filter products to prioritize inventory…

Dead Stock

Learn how to find the Expected Demand (per month) in Optiply, which is calculated based on the forecast derived from your product's sales history.

Demand (per month) or 30-day forecast

Learn how to activate Optiply’s dynamic planning to automatically generate emergency purchase orders or bring forward (prep-one) existing plans to avoid lost sales when demand unexpectedly surges.

Emergency & Preponed Orders (Avoid Lost Sales)

Learn how the Expected Delivery Date is calculated in Optiply and how to update it on a full order or for individual product lines when delivery schedules change.

Expected Delivery Date

Learn how to export data tables, including product, supplier, and order details, into CSV or XLSX files from Optiply by selecting filters and columns on the relevant page.

Exports

Define and set the Fixed Order Costs for your suppliers in Optiply, ensuring accurate calculation of the Economic Order Quantity (EOQ) and efficient purchasing advice.

Fixed order costs

Learn how Optiply defines the Forecast Cycle (the duration your stock covers) by combining the Manual Order Period and Lead Time, which determines the expected demand for your next purchase.

Forecast (cycle)

Learn how Optiply defines and calculates Free Stock (also known as Physical Inventory), which is the quantity of stock immediately available for new customer orders after accounting for reserved products.

Free Stock / Physical Inventory

Learn how to find and change the History Length setting in Optiply (between 30 and 365 days) to control the historical period used for calculating your product's ABC classification.

History Length

Learn how the 'Ignore' function in Optiply removes products and suppliers from purchasing advice, analysis, and billing, and understand the critical, permanent consequences of using this setting.

Ignore

Learn what Inventory Costs (Holding Costs) are, how this critical percentage (typically 20%) is calculated, and how it directly influences Optiply's decisions regarding stock levels and ordering frequency.

Inventory costs

Learn how Optiply calculates the total Inventory Value of your manageable stock (purchase price x free stock) and monitors month-over-month changes using the Inventory Growth Percentage.

Inventory Value/Growth Percentage

Learn how Optiply calculates the Lead Time Deviation, which measures the expected number of days an order will be late, and how this metric influences your safety stock to prevent…

Lead Time Deviation

Configure the 'Avoid Lost Sales' feature in Optiply to automatically generate emergency orders or advance your next purchase order, preventing stockouts when demand unexpectedly surges.

Lost sales/ Emergency Orders

Learn how the Lot Size feature in Optiply ensures purchase orders are automatically rounded up to the nearest multiple required by your supplier (e.g., cases or outer cartons).

Lot Size

Learn how the Minimum Order Quantity (MOQ) feature in Optiply ensures purchase orders meet the supplier's minimum required piece count, and how it interacts with Lot Size requirements.

Minimum Order Quantity/ MOQ

Learn how the Minimum Stock Level sets the desired lowest inventory quantity for a product, ensuring Optiply always orders at least this amount, and understand its impact on phased-out items.

Minimum Stock Level

Learn how to link multiple suppliers to a single product in Optiply, giving you flexibility, price advantage, and protection against supply chain issues.

Multiple Suppliers

Learn how Optiply automatically assigns the 'NEW' label to products based on their age relative to the supply chain cycle, and why these items require special attention during purchasing.

New-product label

Learn what the "Order Up To" level is, how it is calculated (Forecast + Safety Stock), and how it acts as the target inventory ceiling for your purchasing advice.

Order Up to Value

Learn how the 'Phased Out' status works in Optiply (targeting zero stock), how to use it for drop-shipping or seasonal pauses, and how to set temporary phase-out periods.

Phasing out

Learn how to link a new product to an old one in Optiply, using historical sales data from the predecessor to generate accurate forecasts for the successor.

Predecessor and Successor Products

Learn how Optiply’s Reliability Indicator (scored 0-10) helps you gauge the trustworthiness of purchase advice based on lead times, demand stability, and forecast quality.

Reliability

Understand the difference between Optiply's calculated 'Order Period' and your manual 'Reorder Period', and learn how to set a fixed purchasing frequency for your suppliers.

Reorder period/ (Manual) ordering period

Learn what Safety Stock is, why Optiply calculates it as a buffer against unexpected events, and how factors like supplier reliability and sales variability influence the amount you hold.

Safety stock

Learn how Optiply defines seasonality, automatically detects demand patterns, and how you can use the 'Yearly Seasonality Factor' to balance historical data with current sales trends.

Seasonality

Learn how Optiply defines Service Level as an indicator of delivery reliability, how to calculate the actual performance per product, and how to set target service levels for your ABC…

Service levels

Learn how the Snooze function allows you to temporarily defer purchasing a product, removing it from the current order until a specific date or the next scheduled order moment.

Snooze

Learn how Optiply calculates 'Stock Position' by combining your current free stock with incoming deliveries, and why this number is the foundation for accurate purchasing advice.

Stock position

Learn how Optiply calculates 'Stock Time'—the estimated number of days your current inventory will last based on the dynamic demand forecast.

Stock time

Learn the difference between Supplier Lead Time (default) and Product Lead Time (specific), how to set them in Optiply, and why a minimum of 1 day is required for accurate…

Supplier Lead Time and Product Lead Time

Learn how Time-Dependent Stock Position prevents far-future deliveries from affecting today's purchasing advice by only counting incoming stock that arrives within the current supplier cycle.

Time-Dependent Stock Position

Learn how Optiply detects sudden changes in sales velocity (trends) to prevent lost sales during peaks and overstock during drops, distinguishing genuine demand from one-off events.

Trend

Learn about Turnover Time, a financial metric in the Optiply dashboard that indicates how long capital is tied up in inventory ("how long a euro sits on the shelf").

Turnover time

Learn how the Wholesale Setting adjusts Optiply's algorithm for B2B scenarios by modifying outlier detection, extending historical analysis, and changing how stockouts are treated.

Wholesale setting

Learn how to set a Minimum Order Value (MOV) for your suppliers in Optiply to ensure your purchase orders always meet vendor financial requirements.

Minimum Order Value

Learn how the Maximum Stock Level sets a hard ceiling for product inventory, preventing Optiply from suggesting orders that would push your stock over this limit, and understand its interactions…

Maximum Stock Level

Discover the new Optiply AI Assistant! Learn how to access the conversational chat module, ask questions, and get faster guidance on your webshop's data and settings.

AI Assistant (Beta)

Carla Domingos

Ricardo Guerreiro

Finance Optiply

Wiki

Optiply App

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