Planning & Forecasting

MRP & Planning Bill of Materials Demand Planning

Inventory Management

Inventory & Traceability Lot & Serial Number Management Location Management Cycle Count

Procurement

Purchase Orders Receiving

Operations & Fulfillment

Fulfillment Operator Portal Receipt Scanner Barcode Management

Quality & Integrity

Quality Control Integrity Engine

Finance

Finance & Budgeting Automated Transaction Ledger

Platform

Industries Pricing Product Field Notes

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Browse articles and guides to learn how to use Otiox effectively.

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.

Getting Started

Getting Started with Otiox

Learn the basics of navigating and setting up your Otiox workspace.

How to Create an Order

Step-by-step guide to creating a sales order — from selecting a customer and adding products to reviewing and confirming.

How to Fulfill an Order

Step-by-step guide to order fulfillment — picking, packing, and shipping. Includes partial fulfillment and stock tracking.

How to Add and Manage Customers

Learn how to add customers manually, via storefront registration, or automatically during order creation. Manage profiles, groups, and customer data.

Order Overview and Statuses

Understand the three independent status systems for every order: order status, fulfillment status, and payment status. Learn the typical status flow.

Order Detail Page

Navigate the order detail page — tabs, line items, shipping info, customer panel and timeline.

Order Actions

All available actions on orders — status changes, bulk operations, and the force-change workflow.

Import Orders (CSV)

Bulk-import orders from a CSV file — template, column mapping, validation and error handling.

Bundles

Combine multiple products into a single package with shared pricing, configurator steps, and dynamic pricing rules.

How to Create a Bundle

Step-by-step guide through the six-step bundle wizard: basics, hero, components, configurator, pricing rules, and thank-you page.

Catalogs

Product lists with custom pricing for specific customer groups or time periods. Define prices per catalog without changing your standard pricing.

How to Create a Catalog

Quick guide to creating a catalog: fill out one form, assign products, and set up customer groups and access control.

Offers (Quotes)

The step before an order — when prices aren't fixed, the customer is requesting a proposal, or you're in a negotiation process. Track the full lifecycle from draft to conversion.

Offers — Complete Guide

End-to-end walkthrough: creating an offer, adding items with variants and attributes, sending, messaging, handling bundle requests, and converting to an order.