Optiply

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

Ricardo Guerreiro

Carla Domingos

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Create your workspace and invite the people you work with.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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