Optiply

Ricardo Guerreiro

Marc de Graaf

Carla Domingos

Find the frequently asked questions here.

"How to" Articles

In this article, you can read how to deal with a new supplier. Some steps describe how to add a supplier, fill in data and start purchasing.

How to: New supplier

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

How to: Set a single or multiple supplier strategy

Make strategic purchase decisions based on the stock your supplier has available.

How to: Use supplier stock?

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

How to: A supplier is missing from the purchase page. Why?

Linking products to suppliers can be done in several ways. In this article, the steps are briefly 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

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

📊 Dashboard

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

How to:  Determine the colour 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

Here you'll find information on the filters to refine your search for product or suppliers in Optiply.

How to: Apply filters to my search

🎛️ General

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

How to: Send my order by email using Optiply.

The order agenda assumes that orders are placed on time.

How to: Stick to the agenda

You can find an order placed in the Deliveries page

How to: Find my placed orders

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

How to: Increase the size of a purchase advice

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

How to: Create Promotions

Detailed information on how to create a Manual Order

How to: Create a Manual Order

🛒 Purchase

If many products have to be (temporarily) phased out, this can be achieved by importing a file.

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

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

How to: Deal with new products

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

How to: See which products do not have a supplier

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

How to: Determine why products with a forecast of 0 exist in my purchase 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 to: Deal with best-before dates

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

How to: Replace an existing product with a new product

Understanding Post-Black Friday Forecasting & Trends

How to: Deal with Black Friday /Cyber Monday

🛍️ Products details

Optiply App

Find answers and get help from Intercom Support and Community Experts

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