For companies on Comarch ERP Optima
Sales your accounting will accept
Optima is often shared ground with the accounting office. That is why we start by asking who works in it and where the document is created, and only then plan the connection with the store and the B2B panel.
We agree who owns the documentOptima at your company, at the accounting office or in both places. That decides where the invoice is created and who sees it first.
Item records and price lists for salesGoods, units, VAT rates and the price lists you choose feed the store and the wholesale panel. You decide which price list goes where.
Documents with one issuerThe invoice is created in one place: in Optima, or in the store and back into Optima. When accounting is outside the company, the day's sales go out as a file.
Set where your Optima runs and who issues invoices. The day's orders at Voltio Wholesale get a document in that one place right away.
Where Optima runs
Who issues invoices
Connection to the Optima database. When Optima runs at your company or the office shares its database, we connect to it with an account with limited permissions. Item records, prices and trading partners come through continuously, documents go back.
Voltio store
store and B2B panel, the day's orders
Comarch ERP Optima
at your company
Today 4 documents, total 22 961.64 PLN gross. Invoices are created in Optima, the store shows them to customers in their account. The office sees them in your Optima without retyping.
The office gets the sales without retyping: documents from the store go to Optima or as a file to the office. Nobody retypes invoices from emails.
What comes from Optima to the store and what goes back to it
This is the scope we build for your Optima installation: we set it during the review and write it down before the start, so there is no doubt about what synchronises and what stays manual.
Voltio Wholesale B2B panel
logged in: Elektro Kowal sp. j.
YDY 3×2.5 cable
Invoice details
The buyer sees its balance
Last order
The Voltio office sees in the same panel:
From Optima to the store, 5
From the store to Optima, 2
From the store onwards, to the office, 1
You choose which Optima price list goes to the store and which to the wholesale panel. Elektro Kowal sees the price from the Hurt 2026 price list, a store visitor sees the retail price.
The same tax ID does not create a second record in Optima
A new buyer from the store reaches Optima without a duplicate by tax ID, and a regular customer logs in to an account with the details from the records. Type the tax ID the way a customer would.
Company registration in the Voltio store
Or check one of the examples
Trading partners in Optima
1 284 records, duplicates by tax ID: 0
From the review to the start, together with you
- Review and a call with accounting
We check the Optima modules and the variant (at your company, at the office, in the Comarch cloud) and agree who issues documents.Your case: Optima at your company, we do the review with the person who runs it.
- Choice of route and access
A database connection or a file for the office. Access always with limited permissions, agreed with whoever runs Optima.We ask for an Optima database account with limited permissions.
- Mapping
You point out the price lists, the warehouse (if it is in Optima) and the groups of trading partners. We agree what the source of truth is for each piece of data.For example the Hurt 2026 price list goes to the wholesale panel and the retail price list to the store.
- Test on a sample
A few goods, one test trading partner and a test document go the full way, and documents start in trial mode.The trial documents are checked by the person who runs Optima.
- Start and care
We switch on synchronisation on a schedule, then look after the connection under ERP care.From that day, ERP care: we reply the next business day.
What we need
Three things on your side. The rest is on ours.
a person who knows your Optima, or a contact at the accounting office
a decision on who issues sales documents
a list of the price lists and warehouses that should reach the store
With database access, item records, prices and trading partners come through continuously, and documents go back to Optima.
We set up the Optima connection for you
Business package: you have an inventory program and sell wholesale and retail, in several channels. We connect the store to your Optima installation and tune the connection on a copy of the database.
One-off PLN 4,999 netYou pay once, before the implementation starts.
Plus ERP care: PLN 199 net per month. We keep an eye on the synchronisation and reply the next business day.
Then running the system: from PLN 49.99 net per month. No promotional price that goes up after a year, and no fees on orders or turnover.
Ready in 21 business days. An offer for companies, VAT invoice to your tax ID.
The package does not fit? We will price it individually, outside the package. Work outside the package is priced before it starts, and you pay only for what you approve. Compare all packages
In the Business package
Everything from the Brand package
Integration with WAPRO, Subiekt or Streamsoft: stock, prices, orders. We connect Optima, Symfonia and enova365 after reviewing your installation.
B2B sales: wholesale prices, customer groups, payment on terms, company registration with a tax ID. B2B, a second market and currencies are part of running every package, and with Business we configure them for you.
Automatic invoices and KSeF
Packing station documents
Staff accounts with roles
A launch plan with dates and weekly calls
90 days of care
Deadline guarantee: if we miss it through our fault, 3 months of running the system free.
Before the pro forma we review your installation
Four things decide whether the Business package is enough:
the Optima modules and where the database runs
the route: a database connection or a file for the office
the number of price lists and warehouses to map
who issues documents and whether we work with settlements
What companies on Optima and their accounting offices ask
Our accounting is at an accounting office. What then?
There are two routes: we connect to the database the office works on, after agreeing access with them, or we produce a file that the office reads in on its side. The first is more convenient, the second is quicker to launch.
Should invoices be created in the store or in Optima?
It is your decision, made once, at the start. What matters is that there is one issuer: two systems issuing documents for the same orders means two numberings.
We only have Optima for accounting, the warehouse is elsewhere
Then we take trading partners from Optima and send documents back to it, and pull stock and the catalog from the other system. During the review we agree what the source of truth is for each piece of data.
Our Optima is in the Comarch cloud. Does that change things?
The connection method changes, the scope stays the same. During the review we check what access your variant gives and plan the exchange around it.
Is the Business package enough for my installation?
Usually yes. Most of the time goes into agreeing with accounting who issues documents and when; the technical part goes faster. You get the scope and the quote after the review, before the pro forma.
Does the accounting office have to change the way it works?
The office works in Optima as it does today. With a database connection the documents appear there by themselves; with a file the office reads it in on its side. All we need from the office is agreement on access or on the time of the file.
See also
We build the Optima connection together with you and your accounting
A review of the modules and of where accounting works, and agreeing who issues documents. Choice of route: a database connection or a file for the office. A test on a sample before everything starts.