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Playbooki
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.
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Playbooki
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.
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Playbooki
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.
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Playbooki
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.
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Playbooki
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.
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Playbooki
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.
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Playbooki
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.
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Playbooki
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.
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Playbooki
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.
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Playbooki
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.
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Playbooki
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.
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Playbooki
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.
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Playbooki
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.
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Playbooki
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.
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Playbooki
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.
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Playbooki
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.
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Playbooki
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.
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Playbooki
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.
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Playbooki
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.
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Playbooki
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.
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Playbooki
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.
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Playbooki
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.
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Playbooki
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.
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Playbooki
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.
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Začetek
Kako začeti z Otiox-om
Naučite se osnov navigacije in nastavitve vašega Otiox delovnega prostora.
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Prodaja
Kako ustvariti naročilo
Vodnik po korakih za ustvarjanje prodajnega naročila — od izbire stranke in dodajanja izdelkov do pregleda in potrditve.
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Prodaja
Kako izvršiti naročilo (fulfillment)
Vodnik po korakih za izvršitev naročila — komisioniranje, pakiranje in pošiljanje. Vključuje delno izvršitev in sledenje zalog.
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Prodaja
Kako dodati in upravljati stranke
Naučite se, kako dodati stranke ročno, prek registracije v trgovini ali samodejno pri ustvarjanju naročila. Upravljajte profile, skupine in podatke strank.
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Prodaja
Pregled naročila in statusi
Razumite tri neodvisne sisteme statusov za vsako naročilo: status naročila, status izvršitve in status plačila. Spoznajte tipičen potek statusov.
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Podrobnosti naročila
Navigacija po strani s podrobnostmi naročila — zavihki, postavke, podatki o dostavi, panel stranke in aktivnost.
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Prodaja
Dejanja na naročilu
Vsa razpoložljiva dejanja na naročilih — spremembe statusa, skupinske operacije in prisilna sprememba statusa.
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Prodaja
Uvoz naročil (CSV)
Množični uvoz naročil iz CSV datoteke — predloga, preslikava stolpcev, validacija in obravnava napak.
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Prodaja
Paketi (Bundli)
Združite več izdelkov v en paket s skupno ceno, koraki konfiguratorja in dinamičnimi pravili cen.
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Prodaja
Kako ustvariti paket (bundle)
Vodnik po korakih skozi šestkoralni čarovnik za ustvarjanje paketa: osnove, hero, komponente, konfigurator, cenovna pravila in stran zahvale.
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Katalogi
Seznami izdelkov s prilagojenimi cenami za določene skupine kupcev ali časovna obdobja. Določite cene po katalogu brez spreminjanja standardnih cen.
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Kako ustvariti katalog
Hiter vodnik za ustvarjanje kataloga: izpolnite en obrazec, dodelite izdelke in nastavite skupine kupcev in nadzor dostopa.
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Prodaja
Ponudbe
Korak pred naročilom — ko cene niso fiksne, kupec zahteva predlog ali ste v pogajalskem procesu. Sledite celotnemu življenjskemu ciklu od osnutka do konverzije.
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Prodaja
Ponudbe — celovit vodnik
Vodnik od začetka do konca: ustvarjanje ponudbe, dodajanje postavk z variantami in atributi, pošiljanje, sporočanje, obdelava bundle zahtevkov in pretvorba v naročilo.
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