Optiply

Promotions allow you to input expected demand uplifts and let Optiply anticipate.

How to Create Promotions

Ricardo Guerreiro

Marc de Graaf

Carla Domingos

Find the frequently asked questions here.

If you have a new supplier you have to go through a few steps to get it into Optiply and have the right settings for it.

How to deal with a new supplier?

Choosing a supplier strategy is very important. Each strategy has it's pros and cons.

Single or multiple supplier strategy?

How to use Supplier Stock?

Not seeing your supplier, among your order advices, can have several causes.

A supplier is not in the agenda. How is this possible?

Linking products to suppliers can be done in several ways. Underneath are steps shortly described.

How to connect your products with suppliers

Suppliers

It is not possible to manually classify a product in a A, B, or C category

Is it possible to manually classify a product in A, B, or C category?

There are many settings in Optiply that can be manually adjusted, but also a few that cannot be manually adjusted.

What can I modify and when will this become visible?

Optiply's monthly report gives you an overview of your results from the past month.

What is illustrated in the monthly report?

Dashboard

In a purchase order there are dots per product. These dots indicate how reliable an advice is.

How does Optiply determine the color of the dots in the advice?

In this page you can learn how to create a file to import

How To Create a .csv file

How to apply filters to my search

General

We do not recommend placing an order from the future

What happens if I place an order from the future?

In Optiply you have the option to email your supplier when you order, here is a description of how you can do this.

How do I send my order by e-mail using Optiply?

The order agenda assumes that orders are placed on time.

Why is it important to stick to the agenda?

You can find an order placed in the Deliveries page

Where can I find my placed orders?

There could be reasons why you would like to increase (or decrease) a purchase advice given by Optiply.

How do I increase the size of a purchase advice?

Purchase

If a product has been sold for 5 days, Optiply can make a forecast for this product.

How does Optiply deal with new products?

In this GIF, you can see how you can find the products that do not have a supplier set.

Can I see which products do not have a supplier?

There are multiple ways to phase out a product. This article tells you how.

How do I phase-out products (with and without a date)?

Despite the fact that a product has a forecast of 0, it can still end up in the order advice.

Why are products with a forecast of 0 in my purchasing advice?

If you work with best before dates, it is important not to put down too much stock. We recommend tackling this at the source.

How do I deal with best-before dates?

When a new product replaces an existing product, it is nice if the data is also taken over.