After you sign-up with Octopus Bridge, you will be given the login details. Login details are your Username and Password. You can login to your account at http://gui.octopusbridge.com/octopus
Once you login to Octopus Bridge using your login details, you are automatically redirected to the Product Management tab where you will be able to see all the items uploaded from the POS.
You can search for a specific item with the following search criteria:
If Product items are not shown after doing search, it means that the product item is not yet synced from the POS. Also, make sure that in searching items, you are using the correct Item SKU or Parent SKU. Example below shows that item is not yet found in Octopus Bridge.
Shopping Cart Module
Once you have selected and added your product items to a specific Shopping cart module or Marketplace module ‘bucket’, they will start appearing under the respective bucket. Images are shown below.
Marketplace Tab
Shopping Carts tab
Order Search
You can search for a specific order with the following search criteria:
All Orders:
Order Date: The date and time when the order was downloaded
Channel Mgr Order #: Each order, when downloaded into Octopus, is given an Octopus order number. This number is also pushed to the point of sale system for reference.
Marketplace Order #: This is the order number received from your website or marketplace. The number is prefixed by the platform abbreviation for easy reference. This number is also downloaded into the point of sale system.
Customer Bill To and Customer Ship-To Details are received from the website.
Total: The total amount of the order.
Status: Depending on where the order is coming from, it would be either in Pending/Processing or Paid status. Orders coming from marketplaces are marked Paid as they are already paid for. Orders coming from websites built on Magneto/Woo/etc might be marked as Processing depending on how the website is set up.
Tracking: This feature is only applicable for Offline POSs, such as RetailPro, RMS etc. Octopus Plugin updates the Tracking Number on our system generated by the Shipping company of the Merchant. It also works for the merchants, who uses Ship Station and Ship Work integration with Octopus.
Action: When orders are downloaded from website into Octopus, all items must match with items uploaded from the POS. For example, if an ordered item has a different SKU than what was uploaded from POS, the order will NOT be downloaded. In such cases, Edit link will show. This allows you to Edit the order and fix the SKU number so that it matches with one of the existing items. After the SKU has been fixed, the order would download during the next sync cycle. Orders not showing Edit indicates that the orders have been downloaded into POS and cannot be edited.
Page Tab: You can navigate to a particular page by clicking on that particular page number.
Downloading Orders
Orders are downloaded automatically from the E-commerce platform to Octopus on a scheduled basis. You can also manually download orders from a specific E-commerce platform. Just click on the orders tab in the Shopping cart module you selected then click on the ‘Download orders from Shopify’ button.
In order details page, you can view all the order information downloaded from the e-commerce platform to Octopus.
Order Details: Order details section contains the following information:
Order Summary: Order summary section contains the following information:
The Setting tabs is where you enter Erply API details to connect Octopus to Erply.
We suggest you to create a new ‘Web’ user account in Erply with Read and Write permissions.
After creating Erply account, please log into Octopus and go to POS > Erply > Settings and add the user login details. Sync Status should be selected as Enable to automatically pull Erply data into Octopus. Press the Save button. Octopus now should be connected to your Erply POS.
Note : You can select the Sync Status as Disable while you’re still setting it up. Please remember to go back and select Enable when ready.
1. Scheduler Time: This setting allows you to automatically update/upload product data from Erply to Octopus. Scheduler time is set by time intervals.
2. Next Time Synch: This shows the time when next synch cycle will run
3. Last Synch Cycle: Shows when the last synch cycle ran
4. Sync All Inventory: Check this box if you want to sync all products from the POS.
5. Pull Inventory From: Select which Inventory you want to pull from Erply
6. Stock Level: Select between Total Stock, Reserved Stock or Free Stock in Erply
7. Size Attribute Name: Color, Size, etc.
8. Parent SKU from ID: Select ID or Code, from where you want to Import the SKUs.
9. Save Order As: When an order is downloaded into Erply, how should it be saved.
10. Save Brand As: Select Brand or Supplier name.
11. Currency: Select type of currency used in Erply
12. Price: Select Price, Price with Vat, Cost, Price List price, Price list with Vat depending on the price you want to display in your E-Commerce platform.
13-15. Price Levels (Price A, Price B and List Price): Select which price to map with different price levels.
16. Order Employee ID: Select the Employee ID
17. Register ID:
After the initial product pull from Erply, you can define which attributes of an item should NOT be overwritten in Octopus. This feature is useful if you are using Octopus to manage your items. Please see the image below:
To access the Erply POS panel, first, you need to hover your mouse to POS in the main menu > then click Erply
After all the settings are done for Erply POS, “Click on Start Synchronization”
This will start downloading the inventory from Erply to Octopus, as per the settings done.
Once verified, an OAuth Successful message will appear on the app dashboard. This confirms that Octopus Bridge is successfully connected to Shopify.
Clicking on the Download Locations from Shopify button in the Download Location tab, enables you to download the store locations created in Shopify.
The Map Locations tab allows you to map the Shopify locations with the POS locations.
In the Custom Rules tab, product-specific rules should be defined before the items are set up to sync with Shopify. Once done, all items synchronizing with Shopify will inherit these rules.rule(s) set here will be applied to all the products being uploaded from Channel to Shopify…
1. Custom Title: This feature allows you to create a search engine-friendly Product Name by combining multiple fields. For example, you may want to use Product Name and Brand fields from POS to create a unique eCommerce product name, resulting in ‘Product Name by Brand’.
Going forward, before an item is sent to Shopify, this rule will combine the fields to create a unique name. If left blank, Custom Tile does not apply.
Safety Net Rule: The quantity inserted in this box is reduced from the Product Management stock. For example, if a Product Management item quantity is 50 and you insert 10 in the ‘Enter Value’ field; in Shopify, the quantity of the item will be shown as 40.
Out of Stock Rule 1: Select this checkbox if you want to delete products from Shopify when the stock reaches ‘zero’. If an item has been deleted, it will delete any custom work you may have done at the Shopify level.
Out of Stock Rule 2: Select this checkbox if you want to prevent shoppers from buying an ‘Out of Stock’ item. When stock become > 0, the product is put back on the website automatically.
Product Status: This enables posting new products as Draft on the Shopify dashboard.
Out of Stock Rule 3: Select this checkbox if you want to make out of stock items as Draft. It will override the Product Status rule. When an item returns in stock, it becomes visible again.
Inventory Management: Check this if you do not want to track Inventory by Shopify. It will not show inventory levels on the front of the website.
Country Name/Code: Check this if you want the country name in orders. Some POS systems require it.
Merge Existing Images: Check this if you want to merge existing images in Shopify.
Payment Rule: Check this if you accept multiple payment methods in a single order.
Store Location: After downloading the Shopify store locations to Octopus, you need to select the store where you want to upload the inventory.
Update Style Attributes: Check this if you want to update style attributes (color, size, etc).
Create Custom Collections: Check this if you want to create custom collections the same as your POS.
Custom Tags:
Step 1: In the Map Fields from the Tag option select Custom Tag from the dropdown menu.
Step 2: Now go to Custom Rules tab and in the field Custom Tags you can add multiple fields by clicking on the button Add Fields.
Step 3: Now from the drop-down select the field and press Add. If you want any special characters such as | to be present between 2 selected fields then you can enter the same in the Separator. After adding the required fields, click on the Save button.
