{"slug":"step-3-the-supplier-setup-page","sourcePath":"step-3-the-supplier-setup-page.md","title":"Step 3: Set up suppliers and connect products","status":"reviewed","editorialStatus":"approved","publicationBlocker":"","publishable":true,"needsReview":false,"reviewReason":"","category":"getting-started","lastReviewed":"2026-10-01","excerpt":"Set the default Lead time and Reorder Period for existing Suppliers during onboarding, after checking the intended Supplier-product relationships. Use the linked guides for other…","wordCount":915,"readingMinutes":4,"articleType":"Setup guide","qualityFlags":[],"searchText":"step 3: set up suppliers and connect products set the default lead time and reorder period for existing suppliers during onboarding, after checking the intended supplier-product relationships. use the linked guides for other… step 3: set up suppliers and connect products task — complete the supplier setup step purpose set the default lead time and reorder period for existing suppliers during onboarding, after checking the intended supplier-product relationships. use the linked guides for other supplier settings. prerequisites - use this step only if supplier setup is shown in your onboarding flow; availability and edit access depend on your account. - for the import csv task, the relevant supplier and product records must be identifiable in optiply. the supplier-product import adds or updates relationships; it is not a general supplier-profile or product-profile creation workflow. - have the supplier-agreed lead time and regular ordering interval available. in the setup panel, both values are required whole numbers from 1 through 365 days. - if supplier values are synchronized from another system, confirm which system owns each field before making recurring manual changes. steps 1. review the supplier setup cards. if supplier-product links need to be imported, use start on the csv-import card when available. follow import supplier products with a csv file, including its mapping, validation and job-result checks. this import manages relationships, not general supplier or product profiles. 2. after a supplier-product relationship is available, the set lead time & reorder periods task can be started. select the intended supplier from the setup list. if it is already configured, use see completed suppliers when shown. review its name and product summary, then choose next to reach the two default fields. this flow selects suppliers that already have linked products. 3. enter the supplier lead time and supplier reorder period in whole days, from 1 through 365. existing supplier values can be prefilled. use the supplier agreement; a product-specific lead time can override the supplier default for that relationship. 4. choose finish to save these two defaults for the selected existing supplier. after a successful save, the supplier setup list reloads. reopen the supplier settings to verify the persisted values. 5. use set-up another supplier to continue with another supplier in the setup list. compare the displayed completed-supplier count with the suppliers you intended to configure; a completed indicator alone does not prove every supplier is complete. 6. for other values, use the focused guides: manage and configure suppliers, supplier lead time and product lead time, reorder period and manual ordering schedules, connect products with suppliers, minimum order quantity and lot size, minimum order value, fixed order costs, and backorders and lost-sales reactions. fields and columns - supplier lead time: the supplier default delivery time, in whole days from 1 to 365. a product-specific lead time can override it for that relationship. - supplier reorder period: days between regular purchase moments, in whole days from 1 to 365; it is not delivery time or a guaranteed order. - supplier and product summary: identify the existing supplier you are configuring. this form does not create a supplier profile. - completed-supplier count: counts loaded suppliers with both defaults present. compare it with your intended list. - supplier-product values: moq, lot size, purchase price and product lead time belong to a particular relationship. this form does not save those fields. expected result after a successful finish, the selected existing supplier retains its two defaults and the setup list reloads. the completed-supplier count includes loaded suppliers with both defaults present. the first card can show completed after at least one supplier-product link is available; the second can show completed after at least one supplier has both defaults. verify the count against your intended list. these indicators do not confirm every supplier is ready or that advice or an order has been produced. limitations - the setup panel contains only supplier lead time and supplier reorder period. it does not configure supplier name/contact details, notes, moq, lot size, product lead time, minimum order value, fixed order costs, backorders, communication, or holidays. - the supplier-product import requires the relevant supplier and product to be identifiable and manages relationship rows; do not treat the onboarding card's wording as proof that it creates either profile. - manual agendas and date rescheduling are separate from this form. follow the reorder period guide and only the controls shown for your account. - saving settings does not guarantee purchase advice, an order, a quantity, or a universal processing/recalculation time. - the onboarding list is a loaded selection, not proof of a complete account-wide supplier inventory. use the separate supplier page for a wider review. errors and recovery - if the setup task is unavailable, first verify that an intended supplier-product relationship exists; use the current import or connection guide and verify the reported result. do not infer that a missing supplier profile will be created by the importer. - if finish is disabled, enter both required day values within the visible 1-365 range. follow any validation shown before continuing. - if saving fails or the form returns, recheck the selected supplier and both displayed values. reopen the supplier settings to check what persisted before retrying only unsaved changes. - if a supplier is not shown, compare the loaded list with your intended records and verify the supplier-product link. the setup list is not proven exhaustive; use manage and configure suppliers only if the separate add supplier action is available to you. - for different product purchasing values, use its supplier-product relationship, not this default form. manual agendas and date rescheduling use the separate reorder period guide and only the controls available to your account. - for a failed import, use the import job's reported row counts and errors, correct only the failed rows, and verify a sample of saved relationships before retrying.","customerSafe":true,"body":"# Step 3: Set up suppliers and connect products\n\n## Task — Complete the Supplier setup step\n\n### Purpose\n\nSet the default Lead time and Reorder Period for existing Suppliers during onboarding, after checking the intended Supplier-product relationships. Use the linked guides for other Supplier settings.\n\n### Prerequisites\n\n- Use this step only if Supplier setup is shown in your onboarding flow; availability and edit access depend on your account.\n- For the Import CSV task, the relevant Supplier and Product records must be identifiable in Optiply. The Supplier-product import adds or updates relationships; it is not a general Supplier-profile or Product-profile creation workflow.\n- Have the Supplier-agreed lead time and regular ordering interval available. In the setup panel, both values are required whole numbers from 1 through 365 days.\n- If Supplier values are synchronized from another system, confirm which system owns each field before making recurring manual changes.\n\n### Steps\n\n1. Review the Supplier setup cards. If Supplier-product links need to be imported, use **Start** on the CSV-import card when available. Follow [Import supplier products with a CSV file](/article/import-supplier-products), including its mapping, validation and job-result checks. This import manages relationships, not general Supplier or Product profiles.\n2. After a Supplier-product relationship is available, the Set lead time & reorder periods task can be started. Select the intended Supplier from the setup list. If it is already configured, use **See completed suppliers** when shown. Review its name and product summary, then choose **Next** to reach the two default fields. This flow selects Suppliers that already have linked products.\n3. Enter the Supplier Lead time and Supplier Reorder Period in whole days, from 1 through 365. Existing Supplier values can be prefilled. Use the Supplier agreement; a Product-specific Lead time can override the Supplier default for that relationship.\n4. Choose **Finish** to save these two defaults for the selected existing Supplier. After a successful save, the Supplier setup list reloads. Reopen the Supplier settings to verify the persisted values.\n5. Use Set-up another supplier to continue with another Supplier in the setup list. Compare the displayed completed-supplier count with the Suppliers you intended to configure; a Completed indicator alone does not prove every Supplier is complete.\n6. For other values, use the focused guides: [Manage and configure suppliers](/article/the-supplier-page), [Supplier lead time and Product lead time](/article/supplier-lead-time-and-product-lead-time), [Reorder Period and manual ordering schedules](/article/reorder-period-manual-ordering-period), [Connect products with suppliers](/article/how-to-connect-your-products-with-suppliers), [Minimum Order Quantity and Lot Size](/article/minimum-order-quantity-moq), [Minimum order value](/article/minimum-order-value), [Fixed Order Costs](/article/fixed-order-costs), and [Backorders and lost-sales reactions](/article/backorders).\n\n### Fields and columns\n\n- **Supplier Lead time:** the Supplier default delivery time, in whole days from 1 to 365. A Product-specific Lead time can override it for that relationship.\n- **Supplier Reorder Period:** days between regular purchase moments, in whole days from 1 to 365; it is not delivery time or a guaranteed order.\n- **Supplier and product summary:** identify the existing Supplier you are configuring. This form does not create a Supplier profile.\n- **Completed-supplier count:** counts loaded Suppliers with both defaults present. Compare it with your intended list.\n- **Supplier-product values:** MOQ, Lot size, purchase price and Product Lead time belong to a particular relationship. This form does not save those fields.\n\n### Expected result\n\nAfter a successful Finish, the selected existing Supplier retains its two defaults and the setup list reloads. The completed-supplier count includes loaded Suppliers with both defaults present. The first card can show Completed after at least one Supplier-product link is available; the second can show Completed after at least one Supplier has both defaults. Verify the count against your intended list. These indicators do not confirm every Supplier is ready or that advice or an order has been produced.\n\n### Limitations\n\n- The setup panel contains only Supplier Lead time and Supplier Reorder Period. It does not configure Supplier name/contact details, Notes, MOQ, Lot size, Product Lead time, Minimum order value, Fixed order costs, Backorders, Communication, or holidays.\n- The Supplier-product import requires the relevant Supplier and Product to be identifiable and manages relationship rows; do not treat the onboarding card's wording as proof that it creates either profile.\n- Manual agendas and date rescheduling are separate from this form. Follow the Reorder Period guide and only the controls shown for your account.\n- Saving settings does not guarantee purchase advice, an order, a quantity, or a universal processing/recalculation time.\n- The onboarding list is a loaded selection, not proof of a complete account-wide Supplier inventory. Use the separate Supplier page for a wider review.\n\n### Errors and recovery\n\n- If the setup task is unavailable, first verify that an intended Supplier-product relationship exists; use the current import or connection guide and verify the reported result. Do not infer that a missing Supplier profile will be created by the importer.\n- If Finish is disabled, enter both required day values within the visible 1-365 range. Follow any validation shown before continuing.\n- If saving fails or the form returns, recheck the selected Supplier and both displayed values. Reopen the Supplier settings to check what persisted before retrying only unsaved changes.\n- If a Supplier is not shown, compare the loaded list with your intended records and verify the Supplier-product link. The setup list is not proven exhaustive; use [Manage and configure suppliers](/article/the-supplier-page) only if the separate Add supplier action is available to you.\n- For different Product purchasing values, use its Supplier-product relationship, not this default form. Manual agendas and date rescheduling use the separate Reorder Period guide and only the controls available to your account.\n- For a failed import, use the import job's reported row counts and errors, correct only the failed rows, and verify a sample of saved relationships before retrying."}