Planificación y previsión

MRP y Planificación Lista de materiales Planificación de demanda

Gestión de inventario

Inventario y Trazabilidad Gestión de lotes y números de serie Gestión de ubicaciones Recuento cíclico

Compras

Órdenes de Compra Recepción

Operaciones y fulfillment

Fulfillment Portal de operadores Escáner de recibos Gestión de Códigos de Barras

Calidad e integridad

Control de calidad Motor de integridad

Finanzas

Finanzas y Presupuestos Libro de transacciones automatizado

Plataforma

Todos los casos de uso

Industrias Precios Producto Field Notes

Iniciar sesión Comenzar

Centro de ayuda

¿Cómo podemos ayudarle?

Explore artículos y guías para aprender a usar Otiox de manera efectiva.

Playbook: responding to a supply shock

Model a tariff jump across your catalogue, see which margins break, and follow a late supplier through to the customer orders it puts at risk — then choose the response that costs least.

Playbook: a supplier recalls a lot

A supplier reports a defective battery lot. Quarantine it, trace it into the finished goods it was built into, and resolve the recall — step by step in Otiox.

Playbook: when the month-end count doesn't match the books

Use the Integrity Engine to find out why stock and records disagree, fix the causes, and approve count variances before they reach the ledger.

Playbook: a customer wants 5,000 units — can you promise?

Check a large order against components, cost and crew before you commit a date, and catch promises that are about to break — step by step in Otiox.

Playbook: a key machine breaks down mid-week

Record the breakdown, find the orders and customers it affects, schedule the repair and re-plan — step by step in Otiox.

Playbook: supplier bills fall due before customers pay

See every payable by due date, pay the bills that matter, and find the gap between what falls due and what is coming in — step by step in Otiox.

Playbook: a supplier keeps being late

Measure the supplier on its real deliveries, see what depends on it, link a backup supplier and order from it — step by step in Otiox.

Playbook: stock that is about to expire

Find the lots running out of shelf life, check whether anything will use them in time, and act before the loss — step by step in Otiox.

Playbook: prove where one unit came from

Trace a finished unit back to the build and the material lots inside it, find the supplier of each, and hand the auditor the chain — step by step in Otiox.

Playbook: production finished, the books never heard about it

Find completed manufacturing orders that never reached the ledger, see the gap in money and post them from the finding — step by step in Otiox.

Playbook: in production for days, and nothing moved

Find manufacturing orders that went silent, see why, open the step where they stopped and hand finished sub-assemblies to the order waiting for them — step by step in Otiox.

Playbook: stock reserved for an order nobody has open

Find reservations that no order or transfer owns, see what they tie up and release them from the finding — step by step in Otiox.

Playbook: thousands short, and nothing will order them

Find materials your BOMs depend on that MRP cannot buy, see how much is uncovered and give planning the supplier it needs — step by step in Otiox.

Playbook: the supplier got slower, your reorder point didn't notice

See when a supplier's real lead time drifts past the buffer you sized for it, check its record and resize the reorder point — step by step in Otiox.

Playbook: building what nobody ordered

Find manufacturing orders that no known demand calls for and cut them before the first component is used — step by step in Otiox.

Playbook: the PO waits for a signature

Find purchase orders stuck in approval, see how many days they have cost and get them decided — step by step in Otiox.

Playbook: the buyer thinks it's ordered, the supplier has never seen it

Find purchase orders that were saved but never sent, and send or cancel them before the delivery date passes — step by step in Otiox.

Playbook: one sub-assembly runs late, the finished product slips

See when a late sub-assembly pushes back the order that needs it, how far, and re-plan the parent in one step — step by step in Otiox.

Playbook: goods left at zero cost — and every number after it is wrong

Find every transaction booked without a cost, understand what it did to COGS, margin and inventory value, and recompute it from the real cost — step by step in Otiox.

Playbook: same price, higher cost — the margin is quietly disappearing

Find products whose landed cost has caught up with their price, see the price that restores the target margin and reprice them — step by step in Otiox.

Playbook: the lot reserved for the build expires before it starts

Find reserved lots that will expire before the operation that uses them and swap them for the next usable lot — step by step in Otiox.

Playbook: stop reordering what already sits on the shelf

Find products and variants held far above their reorder point and pause their replenishment — step by step in Otiox.

Playbook: inspect a new supplier's first deliveries

Make a new supplier's next receipts open a QC inspection and hold the goods in quarantine until they pass — step by step in Otiox.

Playbook: see which purchase order will arrive late before it does

Forecast a purchase order's real arrival from the supplier's record, see who depends on it, and move its expected date — step by step in Otiox.

Cómo empezar con Otiox

Aprenda los conceptos básicos de navegación y configuración de su espacio de trabajo Otiox.

Cómo crear un pedido

Guía paso a paso para crear un pedido de venta — desde seleccionar un cliente y agregar productos hasta revisar y confirmar.

Cómo cumplir un pedido (fulfillment)

Guía paso a paso para el cumplimiento de pedidos — preparación, embalaje y envío. Incluye cumplimiento parcial y seguimiento de inventario.

Cómo agregar y gestionar clientes

Aprenda cómo agregar clientes manualmente, mediante registro en la tienda o automáticamente al crear un pedido. Gestione perfiles, grupos y datos de clientes.

Resumen del pedido y estados

Comprenda los tres sistemas de estado independientes para cada pedido: estado del pedido, estado de cumplimiento y estado de pago. Aprenda el flujo típico de estados.

Detalle del pedido

Navegue por la página de detalle del pedido — pestañas, artículos, información de envío, panel de cliente y actividad.

Acciones del pedido

Todas las acciones disponibles en pedidos — cambios de estado, operaciones masivas y el cambio forzado de estado.

Importar pedidos (CSV)

Importación masiva de pedidos desde un archivo CSV — plantilla, mapeo de columnas, validación y manejo de errores.

Paquetes (Bundles)

Combine múltiples productos en un paquete único con precios compartidos, pasos del configurador y reglas de precios dinámicas.

Cómo crear un paquete (bundle)

Guía paso a paso del asistente de seis pasos para crear un bundle: básico, hero, componentes, configurador, reglas de precios y página de agradecimiento.

Catálogos

Listas de productos con precios personalizados para grupos de clientes específicos o períodos de tiempo. Defina precios por catálogo sin cambiar sus precios estándar.

Cómo crear un catálogo

Guía rápida para crear un catálogo: complete un formulario, asigne productos y configure grupos de clientes y control de acceso.

Ofertas (Cotizaciones)

El paso anterior a un pedido — cuando los precios no son fijos, el cliente solicita una propuesta o está en un proceso de negociación. Rastree el ciclo de vida completo desde el borrador hasta la conversión.

Ofertas — Guía completa

Recorrido completo: crear una oferta, agregar artículos con variantes y atributos, enviar, mensajería, gestionar solicitudes de bundles y convertir a pedido.