How to deal with a new supplier?

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.

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

  1. Add a supplier; You can add a supplier in your source system. As long as the linking of your source system makes it possible, after you have added the supplier, it will be immediately visible in Optiply. Otherwise you can add a new supplier in the suppliers page.
  2. Filling in the supplier details; You can fill in all the details at Suppliers -> (minimum order value, fixed order costs, delivery time, manual order period, e-mail, order in packages and ignore). For more information about the supplier settings, see the article 'Supplier settings'.
  3. The completed supplier settings are processed overnight and are up to date the next day.
  4. You can now start purchasing (Purchase -> Start purchasing). For more information about purchasing, see the article 'Placing a purchase order'.