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 Settings tab is where you enter Lightspeed API details to connect Octopus with Lightspeed.
To generate API token for Lightspeed, login to Octopus, go to POS > Lightspeed > Settings page and click on Generate Token button. It will redirect you to Lightspeed website and ask for the login details. Login and authorize Octopus application. This will generate API details and automatically populate.
Please select Sync Status to Enable if you want to automatically update Octopus products from Lightspeed.
Click “Save”.
Note- You can select the Sync Status as Disable while you’re still setting it up. Please remember to go back and change to Enable after setup is completed and tested .
Please fill in the Lightspeed details here. This information is used when orders are pushed into your POS
Please follow the steps below for filling in the above SettingsPanel:
1. Register ID: To get Register ID, go to Lightspeed login page.
2. Employee ID: To fill in Employee ID, go to Lightspeed Settings.
After clicking on Employee Setup, employee details will open (shown as below). Click on employee name.
While clicking on employee name, in the URL box employee id will be shown as (id=1)
3. Payment ID: To fill in the payment ID, click on Settings.
Please map web price levels with your Lightspeed price levels. The web price levels will be sent to your eCommerce platform.
You can set scheduler time for automatic updates or upload product data from Lightspeed. Scheduler time is set by time intervals.
Sync All Inventory – Check this box if you want to sync all products from the POS.
Download Images from – From the drop-down menu, please select Item type for the images (Line item or Main item).
SKU As – From the drop-down, select System SKU, Custom SKU, or Manufacturer SKU.
The data mapped here will be used for your ecommerce platform.
After the initial product pull, you can define which attributes of an item should NOT be pulled from the POS again.
This feature is useful if you are using Octopus to manage your items. Please see the image below:
After applying all settings, please click on Start Synchronization. This will start pulling your POS data into Octopus.
Read and accept Amazon MWS License Agreement then click ‘Next’
When you want to map items with Amazon account, you must put them into the Amazon ‘bucket’. We can only map items if they are already present on Amazon. They need to create items first on Amazon itself and then push it from Octopus to Amazon to map and Sync.
After this, the item is listed under Marketplace – Amazon.
Syncing items manually
Product SKU must be the same as Seller SKU – When items listed on Amazon have the same Seller SKU as the Product SKU, they are automatically linked up. when they are linked up, you will begin to see the ASIN field populated in Channel. If ASIN is not populated, it means the items are not yet synched up.
If items do not sync up automatically, you can try by copying/pasting the Amazon ASIN into the Channel. Here are the steps:
Order
You can manually download orders from Amazon on a specific date period. You can click on radio button selections or just type in the ‘date from’ and ‘date to’ then click Download Order button.
Custom Rules
Stock Rule: You can select which Stock rule to use. Safety Net rule or Quantity rule. The quantity inserted in the box will be reduced from the Product Management stock. For example: In Product Management, if total quantity of an item is 50 and you inserted 10 in the ‘Enter Value’ field; in Amazon, the quantity of the item will be shown as 40.
1. Safety Net rule – set rule to prevent items from selling when this number is reached. For example, in example below, when an item available quantity is reached 2, the items will be delisted from Amazon.
2. Set Quantity Rule – Can be used if you have more than 1 item to sell but you want to list only 1 item at a time. This gives the shoppers a sense of urgency. When the listed item is sold, it relists another one automatically.
