Optiply

Ricardo Guerreiro

Finance Optiply

Carla Domingos

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"How to" Articles

Learn the exact steps to add a new supplier to Optiply, configure their specific order constraints, and start generating accurate purchase advice.

How To: Add and Configure a New Supplier

Choosing the right supplier strategy is critical for your supply chain. Explore the pros and cons of single-vendor versus multi-vendor procurement to make the best choice for your business!

How to: Set a single or multiple supplier strategy

Learn how to view and utilise supplier stock data in Optiply to make strategic, data-driven purchasing decisions and avoid unfulfillable orders.

How to: Use supplier stock?

Learn how to manually link your products to suppliers in Optiply using the front-end dashboard or a CSV file when your integration does not sync them automatically.

How to: Connect your products with suppliers

🏭 Suppliers

Wondering how to move a specific product into an A, B, or C category? Learn why manual classification isn't possible and how you can adjust Optiply's automated settings to influence…

How to: Classify a product in the A, B, or C category.

Discover how to visualize your purchasing schedule and expected deliveries using Optiply's interactive Calendar views across the Home, Purchase, and Deliveries pages.

How To: Use the Optiply Calendar Views

📊 Dashboard

Wondering what the green, orange, and red dots in your purchase orders mean? Learn how Optiply uses these colours to indicate the reliability of its purchase advice.

How to:  Determine the colour of the dots in the advice?

Learn why CSV files are required for importing data into Optiply and follow our step-by-step guide to easily convert Excel or Google Sheets files into a CSV format.

How to: Create a .csv file

Learn how to use Optiply's robust filtering system to refine your product and supplier searches, combine filters with custom columns, and create unique data exports.

How to: Apply filters and columns to my search

🎛️ General

Learn how to configure email templates, set up supplier-specific communication rules, and send your purchase orders directly to your suppliers via email within Optiply.

How to: Send my order by email using Optiply.

Understand why following Optiply's order agenda is critical for your inventory health, how the schedule is calculated, and what happens if you miss a planned order day.

How to: Stick to the agenda

Learn where to find your successfully placed purchase orders in Optiply and how to easily export them as PDF, CSV, or Excel files.

How to: Find my placed orders

Need to fill a shipping container or meet a supplier's minimum order value? Learn how to smartly or manually increase your purchase advice in Optiply.

How to: Increase the size of a purchase advice

Learn how to use the Promotions feature in Optiply to input expected demand uplifts from marketing campaigns so the algorithm can anticipate your stock needs!

How to: Create Promotions

Learn how to bypass automated suggestions and manually create a custom purchase order for a specific supplier in Optiply.

How to: Create a Manual Order

🛒 Purchase

Need to temporarily or permanently stop purchasing multiple products at once? Learn how to bulk phase-out items in Optiply using a simple CSV import or via our API.

How to: Bulk Phase-out (with and without a date)

Learn how Optiply handles new items in your catalogue, why the default purchase advice is always 1, and strategic tips for placing your first orders based on your supply chain…

How to: Deal with new products

Learn two quick methods to identify products in your catalogue that are missing a supplier link, ensuring you never miss critical purchase advice.

How to: See which products do not have a supplier

Wondering why a product with a forecast of zero is showing up on your purchase order? Learn why Optiply suggests ordering 1 unit and how to handle these items.

How to: Determine why products with a forecast of 0 exist in my purchase advice

Selling perishable goods? Learn how to configure your supplier cycles, monitor stock time, and manage MOQs to prevent items from expiring on your warehouse shelves.

How to: Deal with best-before dates

Learn three effective methods for replacing an old product with a new one in Optiply while ensuring your valuable historical sales data is successfully transferred!

How to: Replace an existing product with a new product

Worried that a massive Black Friday sales spike will cause your system to over-order for January? Learn how Optiply handles the "High Season Hangover" and prevents recency bias.

How to: Deal with Black Friday /Cyber Monday

Are your sales graphs or total sales data failing to load in Optiply? Learn why this happens and how to quickly resolve the issue by resetting stale sessions.

How to troubleshoot sales graph loading issues in Optiply?

🛍️ Products details

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