Optiply

Before launching Optiply, learn how to prepare and organize your source system data. Clean product, supplier, and order data ensures highly accurate purchasing advice.

Step 1: The source system data

Learn how to configure your basic settings in Optiply. Customize your ABC/XYZ categories, service levels, and core product/supplier details to align the algorithm with your purchasing strategy.

Step 2: Configuring General Settings

Learn how to configure your supplier settings in Optiply. Define lead times, reorder periods, MOQs, and manage supplier holidays to streamline your purchasing.

Step 3: The supplier setup page

Learn how to configure your individual product settings in Optiply. Define prices, lead times, lot sizes, MOQs, and product statuses (like Ignored or Phased Out) for accurate purchasing advice.

Step 4: The Product Information

Learn how to initiate your first supplier order cycle and place a purchase order in Optiply. Includes steps for reviewing proposed orders, saving drafts, and preventing errors.

Step 5: Placing a Purchase Order

Ricardo Guerreiro

Carla Domingos

Joren Straatman

From the connection until the first order placed

The first steps

Optiply App

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