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OptX Core

OptX Core features

Everything you need to run operations.

Purchase orders, inventory, vendors and financial integrations, managed in one place.

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C.01

Purchase order management

Complete lifecycle management from creation to receipt with multi-status workflow tracking.

Multi-status workflow
Draft → Submitted → Confirmed → Shipped → Received
Partial tracking
Handle partial shipments and receipts
Line item management
Track quantities, costs and variants
Automated notifications
Stay updated on status changes
Document attachments
Store invoices, packing slips and receipts
Benefits
Eliminate manual spreadsheet trackingReal-time visibility into order progressNever miss a shipment or deliveryComplete audit trail
Purchase order dashboard showing the PO list with status, vendor and amount columns
C.02

Amazon SP-API integration

Synchronization with your Amazon Seller Central data through OAuth 2.0 authorization.

OAuth 2.0 authorization
You approve access on Amazon and control it
Read-only access
OptX Core never modifies your Amazon data
Encrypted storage
AES-256 at rest
Revocable
Remove access from Seller Central at any time
Benefits
Orders, inventory, products and inbound FBA in one placeAdvertising and Brand Analytics reportingSettlement data for accounting and tax
GL account mapping between Amazon transaction categories and the financial system
C.03

Vendor management

Centralized database for all vendor relationships with complete profile management and performance tracking.

Complete profiles
Contact info, payment terms and shipping preferences
Performance tracking
On-time delivery, quality ratings and reliability
Communication history
Track all interactions and correspondence
Document storage
Contracts, certifications and tax forms
Spending analytics
Purchase history and trend analysis
Benefits
All vendor information in one placeData-driven insights for negotiationStreamlined communicationPerformance accountability
Vendor profile with contact details and vendor management fields
C.04

Accounting and tax remittance integration

Automated synchronization with your accounting system and tax remittance tools for accurate bookkeeping and reporting.

Automatic categorization
Expenses categorized from POs
Journal entry generation
Automated accounting entries
Vendor bill creation
Sync bills directly to your ERP
Reconciliation tools
Match transactions and resolve discrepancies
Sales tax calculations
Automated tax calculations across jurisdictions
Tax remittance reporting
Tax reports and remittance forms by jurisdiction
Benefits
Multi-jurisdiction tax handling (sales tax, VAT, GST)Tax exemption management and documentationTax reconciliation with marketplace settlementsAudit trails for financial changesMulti-entity accounting support
Accounting integration screen with journal entries and ERP synchronization
Integration architecture

Amazon in, your books out.

  1. Source Amazon Seller Central (SP-API) Orders · Inventory · Products · Inbound FBA · Advertising · Brand Analytics
  2. Platform OptX Core Purchase orders · Inventory · Vendor management
  3. Destination Financial package / ERP Financial records · Vendor bills · Reports
Security and data protection

Encryption, access controls and audit trails.

Authentication

  • OAuth 2.0 for Amazon integration
  • JWT-based user sessions
  • Multi-factor authentication (MFA)
  • Single sign-on (SSO) support

Encryption

  • AES-256 encryption at rest
  • TLS 1.2+ for data in transit
  • Encrypted database backups
  • Secure key management

Access control

  • Role-based permissions (RBAC)
  • Granular feature-level controls
  • IP allowlisting (enterprise)
  • Session management and timeout

Audit

  • Complete audit trails
  • User action logging

Security testing

  • Regular security assessments
  • Vulnerability scanning
  • Security incident response plan

Data protection

  • Daily automated backups
  • 90-day backup retention
  • Disaster recovery procedures
  • Data export capabilities
Amazon data we access

What we read, and why.

Amazon data OptX Core reads
API area What we read Why
Orders Order IDs, dates, amounts Correlate purchase orders with sales data
Inventory SKUs, quantities, locations Stock level synchronization
Products ASINs, titles, attributes Catalog management
Fulfillment (Inbound FBA) FBA shipments, tracking, inbound status Monitor inbound inventory and receiving
Advertising Campaign metrics, spend, performance Analyze ad effectiveness and ROI
Brand Analytics Search terms, market basket, demographics Market insights and competitive analysis
Finance & Settlements Transaction data, settlement reports, financial records Accounting integration and tax remittance
Data retention
Active accounts
Retained while you use the product
Deleted accounts
30-day grace period, then deleted
Backups
90-day rolling retention
Financial records
7 years, as required by law
Your control
  • Revoke Amazon access anytime from Seller Central
  • Export all your data in CSV or Excel format
  • Request deletion of your data
  • Full visibility into system activity
Read the privacy policy

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