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Comarch ERP Optima
Enables Management of Key Business Areas
Comarch ERP Optima is advanced ERP software designed for small and medium-sized enterprises. It enables the management of key business areas such as accounting, sales, warehousing, CRM, and human resources and payroll. The integration of the Optima system with the ONe B2B platform ensures smooth data flow and automation of business processes.
Key Benefits of Integration
of Comarch ERP Optima with ONe B2B
Process automation
Eliminates the need for manual data entry, reducing errors and saving time.
Fast information flow
Provides instant access to up-to-date data, improving customer service and increasing operational efficiency.
Better customer relationship management
Facilitates monitoring and managing customer data, orders, and payments.
Data Transfer
from Comarch ERP Optima to ONe B2B
Contractors
- Data exchange frequency: Every 10 minutes.
- Possible actions: Creating and updating contractors.
- Required attributes: Code, name, VAT ID (for businesses), country, city, street, postal code, phone, email.
Payment terms
- The payment terms dictionary in the ONe system must be appropriately configured according to the settings in Optima.
Credit limit
- Data exchange frequency: Every 2 hours.
- Additional information: Credit limits are only added for business entities.
Offline orders
- Data exchange frequency: Every 10 minutes.
- Required attributes: Selection of contractor, warehouse, price fields, address and contact fields.
Order statuses
- Data exchange frequency: Every 10 minutes.
- Updating order statuses: Based on actions performed in the Optima system.
Invoices and invoice statuses
- Data exchange frequency: Every 2 hours.
- Details: Transferring invoices and receipts, along with their statuses, to the ONe system.
Inventory levels
- Inventory updates are sent to ONe in line with data from Optima.
B2C and B2B price lists
- Data exchange frequency: Once daily.
- Details: Updating prices for individual (B2C) and business (B2B) contractors based on settings in Optima.
Contractor groups and products
- Details: The ability to assign contractors to discount groups and products to product groups.
Discounts
- Data exchange frequency: Every 2 hours.
- Details: Managing discounts for customer groups and individual contractors.
Data Transfer from ONe B2B to Comarch ERP Optima
Contractors
- Data exchange frequency: Every 10 minutes.
- Details: Creating and updating contractors in the Optima system based on data from ONe.
Orders
- Data exchange frequency: Every minute.
- Details: Transferring orders placed in the ONe system to Optima.
The integration of the ONe B2B platform with the Comarch ERP Optima
The integration of the ONe B2B platform with the Comarch ERP Optima system ensures full data synchronization, enabling better management of business processes and improving operational efficiency. This allows enterprises to focus on growth and customer service instead of manual data processing. Choosing the ONe B2B solution and integrating it with the Optima system is a step toward a modern and efficiently operating business.
30+ Ready-to-Go Integrations
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Let’s work together
Achieve more, faster with our cutting-edge B2B platform. Streamline your sales processes, boost operational efficiency, and build stronger customer relationships. Get in touch with us today to see how we can help your business grow.
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