01Management
ERP documents
Customers, quotations, orders, delivery notes, invoices, due installments, attachments and document relationships in a web interface connected to source data.
Back to products
OptyWeb
The web platform connecting office, customers and logistics to the ERP.
OptyWeb brings the information and processes around the ERP to the web: customers, documents, portal orders, routes, fleet, deliveries, incidents and notifications. Each role works with its own view while data remains synchronized inside the same company.
- connected documents
- ERP
- portal and self-service
- 24/7
- logistics and tracking
- Live
What it solves
When customers, office staff, sales teams and delivery operations rely on email, calls, spreadsheets and separate apps, information is duplicated and the real status of each order gets lost. OptyWeb provides a shared web layer to view, operate and share ERP-connected data.
How it works
- 01ConnectOptyWeb receives customers, documents and operational data from the ERP through the synchronization layer.
- 02OperateOffice and sales teams work with documents, portal orders, incidents and planning from the browser.
- 03ShareCustomers access documents and orders according to their permissions without relying on calls or email.
- 04DeliverLogistics plans routes and DeliveryWay returns tracking, signatures, evidence and incidents to the same flow.
A new digital layer for your company
Much more than a customer portal
OptyWeb turns data already held in the ERP into an operational platform available in the browser. Office staff, sales teams, customers and delivery operations work on the same information, with modules and permissions adapted to each role.
02Production
Portal orders
Order creation with products, materials, operations, dimensions, compositions, attachments, configurable numbering, printing and export.
03Logistics
Routes and fleet
Routes, zones, vehicles, geocoding, optimization, manual ordering, live fleet, signal, progress and ETA to coordinate every delivery.
04Mobile
DeliveryWay
Execution leaves the office: tracking, stops, signatures, photos, incidents, racks, barcodes and driver expenses flow back into OptyWeb.
05Automation
Notifications and AI
In-app and email alerts, history and retries, plus optional AI Orders and AI Quotes modules that prepare inbound requests before review.
06Security
Roles and multi-company
Role- and module-based permissions, multi-tenant isolation and server-side authorization ensure each company and user sees only the data they are allowed to access.
Availability of modules such as logistics, notifications, AI Orders or AI Quotes depends on each company's configuration.
Product views
OptyWeb 360, from management to delivery
Ten views cover everyday work in OptyWeb: management, customers, orders, AI, logistics, fleet and alerts. The data shown is representative commercial sample data and does not belong to real customers.
01
Dashboard 360
Executive overview of sales activity, production, collections, routes, maintenance and incidents on one screen.
02
Financial analysis
Year-on-year comparison of quotes, orders, delivery notes and invoicing, with trends and configured consumption metrics.
03
Customers
Centralized customer management with identifiers, contacts, location and portal-access status.
04
Portal orders
Reception and management of orders created through the portal, including lines, pieces, dates, attachments and workflow states.
05
AI Orders inbox
AI-assisted work queue to classify requests, surface review points and assign owners.
06
Orders
Commercial order tracking with dates, status, sales owner, amount, customer visibility and linked documentation.
07
Delivery notes and distribution
Delivery control with driver, route, weight, zone, status, signature, incidents and amount.
08
Logistics planner
Visual stop sequencing with ETA, time windows, load, distance, duration and route optimization.
09
Live fleet
GPS tracking for multiple vehicles with progress, completed stops, next delivery and route metrics.
10
Notifications
Operational activity in one center: signatures, new orders, incidents, delays, quotes and production events.
One platform, five working experiences
The interface adapts to the role: users do not all see the same areas or perform the same actions.
- 01
Administrator
Configures the company, users, modules, catalogs, portal orders, logistics and operational rules.
- 02
Office
Manages customers, documents, portal orders, incidents, routes, vehicles, fleet and notifications.
- 03
Sales
Views its customer portfolio and authorized documents within the configured commercial scope.
- 04
Customer
Accesses quotations, orders, delivery notes, invoices, due dates and its own portal orders.
- 05
Driver
Works with assigned orders or delivery notes, route execution and expenses, connected through DeliveryWay.
Customer access
OptyWeb and the DeliveryWay app
Sign in to the web portal with the credentials provided by your company and install the delivery app on your drivers' phones.
OptyWeb sign-in
Portal for customers, distributors and internal staff: orders, documents, routes and tracking.
Sign in to OptyWeb
optyweb.optimaiberica.es
DeliveryWay app
Android app for drivers: routes, delivery signatures, photos, incidents and racks.
Optima's web evolution
From Web-Orders, Web-Quotes and Dashboards to a complete operations platform
The catalogue already described three needs: customer self-service, order entry connected to the ERP and dashboards available in the browser. OptyWeb extends that base with documents, logistics, fleet, mobile delivery, signatures, incidents, notifications and AI.
Web-Orders
Order status, history, delivery notes, invoices and DoP.
Web-Quotes
Order and quote entry connected to the ERP.
Web Dashboards
Production and sales KPIs in the browser and on mobile.
→
OPTYWEB 360
One platform for office, customers and logistics
ERP documents
Portal orders
AI orders
Notifications
Routes and planning
Live fleet
DeliveryWay
Signatures and incidents
Capabilities
The web platform connecting office, customers and logistics to the ERP.
OptyWeb brings the information and processes around the ERP to the web: customers, documents, portal orders, routes, fleet, deliveries, incidents and notifications. Each role works with its own view while data remains synchronized inside the same company.
Core capabilities
OptyWeb brings the information and processes around the ERP to the web: customers, documents, portal orders, routes, fleet, deliveries, incidents and notifications. Each role works with its own view while data remains synchronized inside the same company.
- Dashboard, customers and synchronized ERP quotations, orders, delivery notes, invoices and due installments.
- Portal orders with products, materials, operations, dimensions, attachments, configurable numbering, printing and export.
- Logistics planning with routes, zones, vehicles, geocoding, optimization, live fleet and delivery tracking.
- DeliveryWay connection for mobile route execution, tracking, signatures, photos, incidents, racks and expenses.
Operation and workflow
- In-app and email notifications for documents and operational events, with preferences, history and retries.
- Optional AI Orders and AI Quotes modules to prepare and review inbound requests before they enter the operational flow.
- Company-level roles and permissions for Administrator, Office, Sales, Customer and Driver, with multi-tenant isolation.
Integrations
When customers, office staff, sales teams and delivery operations rely on email, calls, spreadsheets and separate apps, information is duplicated and the real status of each order gets lost. OptyWeb provides a shared web layer to view, operate and share ERP-connected data.
How it fits the flow
- 01Connect: OptyWeb receives customers, documents and operational data from the ERP through the synchronization layer.
- 02Operate: Office and sales teams work with documents, portal orders, incidents and planning from the browser.
- 03Share: Customers access documents and orders according to their permissions without relying on calls or email.
- 04Deliver: Logistics plans routes and DeliveryWay returns tracking, signatures, evidence and incidents to the same flow.
OptyWeb