Pianificazione e previsione

MRP e Pianificazione Distinta base Pianificazione della domanda

Gestione dell'inventario

Inventario e Tracciabilità Gestione lotti e numeri di serie Gestione posizioni Conteggio ciclico

Acquisti

Ordini di Acquisto Ricevimento

Operazioni e fulfillment

Fulfillment Portale operatori Scanner ricevute Gestione Codici a Barre

Qualità e integrità

Controllo qualità Motore di integrità

Finanza

Finanza e Budget Registro delle transazioni automatizzato

Piattaforma

Tutti i casi d'uso

Settori Prezzi Prodotto Field Notes

Centro assistenza

Come possiamo aiutarti?

Esplora articoli e guide per imparare a usare Otiox in modo efficace.

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.

Come iniziare con Otiox

Impara le basi della navigazione e della configurazione del tuo spazio di lavoro Otiox.

Come creare un ordine

Guida passo passo per creare un ordine di vendita — dalla selezione del cliente all'aggiunta dei prodotti, fino alla revisione e conferma.

Come evadere un ordine (fulfillment)

Guida passo passo per l'evasione degli ordini — prelievo, imballaggio e spedizione. Include evasione parziale e tracciamento delle scorte.

Come aggiungere e gestire i clienti

Scopri come aggiungere clienti manualmente, tramite registrazione nel negozio o automaticamente durante la creazione di un ordine. Gestisci profili, gruppi e dati dei clienti.

Panoramica dell'ordine e stati

Comprendi i tre sistemi di stato indipendenti per ogni ordine: stato dell'ordine, stato di evasione e stato di pagamento. Scopri il flusso tipico degli stati.

Dettaglio ordine

Naviga nella pagina dettaglio ordine — schede, articoli, informazioni di spedizione, pannello cliente e attività.

Azioni sull'ordine

Tutte le azioni disponibili sugli ordini — cambi di stato, operazioni di massa e il cambio forzato di stato.

Importa ordini (CSV)

Importazione massiva di ordini da un file CSV — template, mappatura colonne, validazione e gestione degli errori.

Bundle

Combina più prodotti in un unico pacchetto con prezzi condivisi, passaggi del configuratore e regole di prezzo dinamiche.

Come creare un bundle

Guida passo passo attraverso il wizard a sei passaggi per creare un bundle: informazioni di base, hero, componenti, configuratore, regole di prezzo e pagina di ringraziamento.

Cataloghi

Liste di prodotti con prezzi personalizzati per gruppi di clienti specifici o periodi di tempo. Definisci i prezzi per catalogo senza modificare i prezzi standard.

Come creare un catalogo

Guida rapida per creare un catalogo: compila un modulo, assegna prodotti e configura gruppi clienti e controllo accessi.

Offerte (Preventivi)

Il passo prima di un ordine — quando i prezzi non sono fissi, il cliente richiede una proposta o siete in un processo di negoziazione. Traccia l'intero ciclo di vita dalla bozza alla conversione.

Offerte — Guida completa

Percorso completo: creare un'offerta, aggiungere articoli con varianti e attributi, inviare, messaggistica, gestire richieste bundle e convertire in ordine.