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.
Important: Please take a back-up of Magento store (all files and database) before starting the integration. This is just a precautionary step to undo any unwanted situation.
Although Magento has built an API, it is quite limited for our use, therefore, we have created a custom API for integrating a POS.
Please make sure the following have been done:
Please provide the following details for Magento 1.9
NOTE: You can find prefix from Cpanel => PHPAdmin => database => Name of Table. There may be 4 to 6 characters before the name of the table.
Log into your Magento store and follow the steps bellow:
Step I: Create a Web Service Role
1. From the Admin menu, select System > Web Services > SOAP / XML RPC Roles.
2. In the Role Information section, enter a Role Name such as “API.”
3. Click the Add New Role button
4. Once API role is added, click on API to the left. It will bring you to another page.
5. In the panel to the left, select Role Resources. Set Resource Access to “All” to enable full access to customer, catalog, and sales information.
6. When complete, click the Save Role button.
Step II: Create a Web Service User
1. From the Admin menu, select System > Web Services > SOAP / XML RPC Users.
2. Click the Add New User button.
3. Complete the following fields:
4. In the API Key field, enter a verification key or password. This is the credential that third-party web services must use to access your Magento store. This can be any string of letters or numbers you can remember.
5. To confirm, re-enter the key in the API Key Confirmation field.
6. In the panel on the left, select User Role.
7. Then, select a User Role for the user.
8. When complete, click the Save User button.
Generating Magento Access Token
1. Login to your Magento Admin and click on System and go to Integrations.
2. Click on Add New Integrations
3. In the integration info tab, enter Octopus in Name
4. Under Current User Identity Verification, enter your Magento admin password.
5. In the API tab, select All in the Resource Access dropdown and click on the Save button
6. The system will redirect back to integrations page where octopus integration will be listed with Inactive To activate the integration, click on Activate.
7. Click on the Allow button
8. The Access Token will be generated. Copy this access token and save it with you.
Connect Octopus to Magento
1. Go to https://gui.octopusbridge.com/octopus
2. Login using user octopus account credentials.
3. Once you have logged in, go to shopping carts/Magento.
4. Click on settings and enter the following information:
Whereas ‘My Products’ module shows all point of sale products, Shopping Carts Module (SCM) shows only those items that are actively being updated in a shopping cart.
Under Product Management, when an Item is selected to be published to an ecommerce platform, it is first sent to the Shopping Cart Module (SCM). SCM for each supported shopping cart, including marketplaces, like – Amazon and eBay, gives users the ability to define shopping cart specific rules.
These rules may vary based on the eCommerce platform. For example, Items being sent to Magento can have different Product Name, Prices, and Quantity as compared to items being sent to eBay.
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.
Product Synch Status: While items are synchronizing between Octopus and Magento, the status will be ‘In Process’. Once done syncing it, will show ‘Complete’.
You can set additional attributes in Magento using Custom Attributes. Take note that this attributes are invisible from the Channel, therefore cannot be edited. Attributes can be edited in POS level only.
