Planification & Prévision

MRP et Planification Nomenclature Planification de la demande

Gestion des stocks

Inventaire et Traçabilité Gestion des lots et numéros de série Gestion des emplacements Inventaire tournant

Achats

Bons de commande Réception

Opérations & Fulfillment

Fulfillment Portail opérateurs Scanner de reçus Gestion des Codes-Barres

Qualité & Intégrité

Contrôle qualité Moteur d'intégrité

Finance

Finance et Budgets Registre de transactions automatisé

Plateforme

Tous les cas d'usage

Industries Tarifs Produit Field Notes

Se connecter Commencer

Centre d'aide

Comment pouvons-nous vous aider ?

Parcourez les articles et guides pour apprendre à utiliser Otiox efficacement.

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.

Premiers pas avec Otiox

Apprenez les bases de la navigation et de la configuration de votre espace de travail Otiox.

Comment créer une commande

Guide étape par étape pour créer une commande de vente — de la sélection du client à l'ajout de produits, en passant par la vérification et la confirmation.

Comment exécuter une commande (fulfillment)

Guide étape par étape pour l'exécution des commandes — préparation, emballage et expédition. Inclut l'exécution partielle et le suivi des stocks.

Comment ajouter et gérer les clients

Apprenez à ajouter des clients manuellement, via l'inscription en boutique ou automatiquement lors de la création d'une commande. Gérez les profils, groupes et données clients.

Aperçu des commandes et statuts

Comprenez les trois systèmes de statut indépendants pour chaque commande : statut de commande, statut d'exécution et statut de paiement. Découvrez le flux de statuts typique.

Détail de la commande

Naviguez sur la page de détail de commande — onglets, articles, informations de livraison, panneau client et activité.

Actions sur la commande

Toutes les actions disponibles sur les commandes — changements de statut, opérations groupées et changement forcé de statut.

Importer des commandes (CSV)

Importation en masse de commandes depuis un fichier CSV — modèle, mappage des colonnes, validation et gestion des erreurs.

Bundles

Combinez plusieurs produits dans un seul package avec un prix commun, des étapes de configurateur et des règles de prix dynamiques.

Comment créer un bundle

Guide étape par étape de l'assistant de création de bundle en six étapes : bases, hero, composants, configurateur, règles de prix et page de remerciement.

Catalogues

Listes de produits avec des prix personnalisés pour des groupes de clients ou des périodes spécifiques. Définissez les prix par catalogue sans modifier vos prix standards.

Comment créer un catalogue

Guide rapide pour créer un catalogue : remplissez un formulaire, assignez des produits et configurez les groupes de clients et le contrôle d'accès.

Offres (Devis)

L'étape avant une commande — quand les prix ne sont pas fixés, que le client demande une proposition ou que vous êtes en négociation. Suivez le cycle de vie complet du brouillon à la conversion.

Offres — Guide complet

Parcours complet : créer une offre, ajouter des articles avec variantes et attributs, envoyer, messagerie, gérer les demandes de bundles et convertir en commande.