Organizely Learning Center

Welcome to the Organizely Learning Center. Pick a topic below, or browse the sections in the sidebar. New to Organizely? Start with the Quickstart Guide.
Getting started﻿ Quickstart Guide (start here!)⁠ ﻿
﻿ Connecting Shopify⁠ ﻿
﻿ Migrating Data from Stocky⁠ ﻿
﻿ Import from the Stocky API (automatic)⁠ ﻿
﻿ Import from CSV: the wizard, step by step⁠ ﻿
﻿ What comes over from Stocky⁠ ﻿
﻿ Stocky import: troubleshooting and FAQ⁠ ﻿
Product Catalog﻿ Product Catalog overview⁠ ﻿
﻿ Products and variants⁠ ﻿
﻿ Categories, vendors, and tags⁠ ﻿
﻿ Bill of materials and assemblies (Pro)⁠ ﻿
﻿ Untracked parts (Pro)⁠ ﻿
Warehouse and Inventory﻿ Warehouse and Inventory overview⁠ ﻿
﻿ Warehouse locations and hierarchy⁠ ﻿
﻿ Assigning inventory to locations⁠ ﻿
﻿ Barcodes and scanning⁠ ﻿
﻿ Stocktakes (cycle counts)⁠ ﻿
﻿ Stock transfers⁠ ﻿
﻿ Stock adjustments⁠ ﻿
Orders﻿ Orders overview⁠ ﻿
﻿ Managing and fulfilling orders⁠ ﻿
﻿ Creating a manual order⁠ ﻿
﻿ Linking orders to POs and order profitability⁠ ﻿
Purchasing and Suppliers﻿ Purchasing and Suppliers overview⁠ ﻿
﻿ Purchase orders: create, send, receive⁠ ﻿
﻿ Fees and landed cost⁠ ﻿
﻿ Receiving and goods inspection⁠ ﻿
﻿ Suppliers⁠ ﻿
﻿ Vendors⁠ ﻿
﻿ Multi-supplier sourcing and cost⁠ ﻿
﻿ Shipping addresses⁠ ﻿
﻿ Branded PO PDF and purchasing settings⁠ ﻿
Demand Planning and Forecasting﻿ Demand Planning and Forecasting overview⁠ ﻿
﻿ How forecasting works and how to set it up⁠ ﻿
﻿ Reorder: generating purchase orders⁠ ﻿
﻿ Stock alerts⁠ ﻿
Manufacturing (Pro)﻿ Manufacturing overview⁠ ﻿
﻿ Work orders⁠ ﻿
﻿ Make-to-order (work orders from sales orders)⁠ ﻿
﻿ Building from a bill of materials⁠ ﻿
﻿ Workstations⁠ ﻿
﻿ Templates, insights, and maintenance⁠ ﻿
Integrations﻿ Integrations overview⁠ ﻿
﻿ The Shopify integration and sync⁠ ﻿
﻿ Integration health and sync logs⁠ ﻿
Team and Permissions﻿ Team and Permissions overview⁠ ﻿
﻿ Roles and inviting members⁠ ﻿
﻿ Roles and permissions matrix⁠ ﻿
Account and Settings﻿ Account and Settings overview⁠ ﻿
﻿ Your profile⁠ ﻿
﻿ Billing and plans⁠ ﻿
﻿ Delivery notifications⁠ ﻿
﻿ API keys and the Business Intelligence API⁠ ﻿
﻿ Adjustment reasons⁠ ﻿
﻿ Advanced settings⁠ ﻿
More tools﻿ Reports and analytics⁠ ﻿
﻿ Automations⁠ ﻿
﻿ Oppy AI assistant⁠ ﻿
﻿ Standard Operating Procedures (SOPs)⁠ ﻿
Help and more﻿ Contact Support⁠ ﻿
﻿ Roadmap⁠ ﻿
﻿ News & Updates⁠ ﻿
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