Liquor POS Opencart Integration Manual

Advance Search

You can search for a specific item with the following search criteria:

• Source Category
• Item SKU
• Item Description
• Item Keyword
• Parent SKU
• Brand
• Marketplace
• Item Status
• Location
• Style
• In stock?
• Supplier
• Date Added
• Price Range
• Stock Level
• Image Status
• Custom Fields
• Store

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.

Edit Product

Clicking on Product SKU or Item Name will redirect you to ‘Edit product’ page. This is where you can edit products’ information that are linked from the POS to Octopus Bridge. You can perform the following actions in Edit Product page:

1. Edit Product Name: You can create new product name to be displayed in your E-commerce platform. Make sure to click on the box to prevent over-writing Product Name from the POS.
2. Create Parent SKU: Make sure to create a Parent SKU for creating matrix items.
3. Create Product Description: If you want to create a new description to be displayed in your E-commerce platform, make sure to check this box to prevent POS description from over-writing description in your E-commerce platform.
4. Matrix item attributes: If you are creating a matrix item, make sure to input Style Name and Style Value.
5. Upload Product Images: You can upload up to five images per item in Octopus. Make sure to reload page after uploading image/s.

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

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.

Order Details

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 No
• Order Date
• Current Order Status
• Billing Address
• Shipping Address
• Customer Contact Details
  

Order Summary: Order summary section contains the following information:

• SKU
• Identification number
• Seller SKU
• Description
• Quantity
• Unit Price
• Shipping Amount
• Tax
• Discount
• Grand Total

Installing odbc Drivers

The first step is to install the odbc drivers for configuration of index files of Liquor POS database.

The installation process is described below:

1. Once you unzip the setup package, you will get the following files:

• • exe
  • exe
  • 2xe
  • msi

2. Click on adsodbc.exe and setup wizard will start.

3. Click on Next button

4. Click on I Accept Terms in the License Agreement and click on Next

5. Select the destination folder where you want to install the plugin and click on Next button.

6. In setup Type, choose Complete and click on Next

7. In the Advantage Local Server Language Settings pop-up, Select English (UK)for ANSI character set dropdown, and click on OK

8. Click on the Finish

9. The odbc driver installation is complete.

Installing Advantage Data Architect

Once the odbc driver is installed, we need to install the Advantage Data Architect. It is GUI tool that we use for configuration of index files of Liquor POS.

The installation process is described below:

1. Once you unzip the setup package, you will get the following files:

• exe
• exe
• 2xe
• msi

2. Click on the arc32.exe and the setup wizard will start.

3. Click on Next

4. Click on I Accept Terms in the License Agreement and click on Next

5. In setup Type, choose Complete and click on Next button.

6. In the Advantage Local Server Language Settings pop-up, select English (UK) for ANSI character set dropdown, and click on OK

7. Click on the Finish

8. The Advantage Data Architect installation is complete.

OBDC Driver Setup

In the ODBC driver setup, enter the following information:

1. Database Source Name: Enter your database source name
2. Database Description: Enter your database description
3. Data Dictionary: Click on Browse button and select database
4. Table Type: Select Clipper
5. Locking Type: Select Record
6. Advantage Locking: Proprietary

Connecting with Database

1. Open the Advantage Data Architect. Click on File and select New Connection Wizard

2. In existing Data, select Create Connection to an existing data dictionary

3. In connection details, enter the following:

• Database Name: Enter the database name
• ConnectionPath: Enter the connection path
• ServerType: Enter the server type as local
• CommunicationType: Enter the communication type as default

TableType:Select Table Type as adt

4. Click on Finish

Configuring the Index Files

Configuring the pendinginv.dbf file

1. Open the Advantage Data Architect.
2. In the connection repository, select DBF file.
3. Right click and select Advanced Open.

4. Select Table Type Clipper (DBF/NTX)

5. Click on Additional Indexes and click on Add.

6. Select NTX and click on OK.

Configuring the LCUST.DBF file

1. In the connection repository, select DBF file.

2. Right click and select Advanced Open.

3. Select Table Type Clipper (DBF/NTX)

4. Click on Additional Indexes and click on Add.

5. Select NTX and click on OK.

Configuring the Barcode.DBF file

1. In the connection repository, select DBF file.

2. Right click and select Advanced Open.

3. Select Table Type Clipper (DBF/NTX)

4. Click on Additional Indexes and click on Add.

5. Select NTX and click on OK.

Installing Octopus Link

Octopus Link (also referred to as “integrator”) offers a complete interface to integrate your Liquor point of sale system with Octopus.

The installation process is described below:

1. Once you unzip the setup package, you will get two files – lic and OctopusLink.msi. Please click on the OctopusLink.msi file and you will be taken to the Octopus Setup Wizard.

2. Once Octopus Setup Wizard opens, Click Next.

3. Click on Browse and select the file location where Octopus Link is to be installed. After selecting file location click Next to start the installation.

5. You should have an Octopus Plug-in icon your desktop.

6. Click on the icon to open User Authentication. Type in your Username, Password and click Browse to enter the License key provided and click Continue. User authentication information should have already been provided to you by the support team.

7. Enter the Database Information for Liquor and Click Save Database Information. You may need to ask your Liquor POS administrator if you don’t have the login details.

Configuration Settings

1. Access the Octopus plugin from the Taskbar menu. Right click on the yellow Octopus icon and it will display a few options. Click on Configuration Settings.

2. Scheduler settings can be Set/Changed under the Options This determines how often your items are updated and orders are downloaded.

3. Once you have set-up the Scheduler, go to the Addresses The Account ID and service URL should be auto populated.

Note: The URLs displayed in this tab are automatically populated through your license file and you should not change any of these unless explicitly advised to do so.

4. Mappings tab allows you to map POS fields with website. For now, please leave it as default.

Finally, once you Save Settings please right-click the Octopus Link icon on your system tray, click exit, and restart Octopus from your desktop or Start menu.

Enabling Items for Web in Liquor

Go to store operation manager by clicking on the Store Operations Manager Icon on the desktop and login by providing User ID and Password.

2. Go to Database >>Click On Items

3. Now select the item you wish to web enable

4. Click on Properties button to open the properties of the selected item.Now Click on Options tab on the Item Properties window

5. Check the box next to Item is available on the website and press Ok to close Item Properties.

Uploading Inventory

1. Right Click Octopus link in the System Tray and click on Manage Inventory.

2. Click on Upload Inventory in the Web Integrator Window to upload the web enabled Item to the e-Store.

Buying Opencart API extension

To connect octopus to Opencart, the opencart version should be 3.0 and above. The customer has to purchase the Opencart REST Admin API:

https://opencart-api.com/product/rest-admin-api/

While purchasing the API extension:

1. From Opencart version dropdown, select opencart 3.x
2. From API security dropdown, select Simple(Secret Key)

Installing the extension

1. After you buy the extension, you will receive an email with ZIP folder and order ID. Unzip the folder and upload this extension with the help of FTP. Once the installation is complete, go to Extensions from the left menu and select Modifications.

2. Click on the Refresh button on the top.

Generating Opencart API Key

AnOpencart Key is necessary to connect your Opencart store to Octopus. Please follow the steps below to create an API key.

1. Login to your Opencart Admin portal.

2. Click on Extensions from the left menu and select Extensions from the expanded menu.

3. From the Extension Type dropdown menu, select Modules.

4. In modules, go to Rest Admin API and click on the edit button.

5. Enter the Order ID received on the email in Your Order ID field and click on Activate License Click on the Generate API Secret key button.

6. Your Opencart API Secret Key will be generated.

Connect Octopus to Opencart

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/Opencart.

5. Click on settings and enter the following information

• Opencart Key: Enter your Opencart Secret API Key.
• Opencart Secret Key: Enter your Opencart Secret API key.
• Opencart Base URL: Enter your Opencart store URL.
• Enable Pass-through: When setting up the configuration for the first time, this option should be set to No.
• Setting No, means that any items uploaded from the POS to Octopus will remain at Channel level. These items will not be pushed to your Opencart platform unless it is done manually. This is the recommended setting while configuring the system for the first time.
• You also may set this to No if you have set up your POS to upload All items into Octopus, but you do not want to send All items, automatically, to your eCommerce platform. Setting this to No gives you the opportunity to make items web ready before publishing them to your website.
• Once you set it to Yes, any items uploaded from the POS will automatically be pushed to your Opencart platform. This is recommended only when the settings have been fully configured and tested.
• Sync Status: Select Enable

Opencart Product Module

In Product Management, when an Item is selected to be published to an eCommerce platform, it is first sent to the specific Shopping Cart Module (SCM). SCM for each supported shopping cart, including marketplaces such as Amazon and eBay, gives users the ability to define shopping cart specific rules.

These rules may vary based on the eCommerce platform that you are using. For example, Items being sent to Opencart may have a different Product Name, Prices, and Quantity as compared to items being sent to eBay.

Whereas ‘Product Management’ module shows all the products uploaded from the POS, Opencart Product module shows only those items that are actively synchronizing with Opencart.

1. Hover your mouse to the Shopping Carts tab
2. Select Opencart under the dropdown menu
3. Click on Opencart products

All Opencart Products

1. This screen shows items that have been enabled to sync with Opencart and should already be in sync. To manually publish items to Opencart, Select All Pages and Publish.
2. You can also use CheckBoxes to select a specific item to publish.
3. Product SKU: The dot is an indicator if a product is successfully synchronizing with the website. Green means successfully added while red means it is not successfully synced. If Red, you can use the Log files to troubleshoot.
4. Opencart ID:When an item has been successfully set up to sync with Opencart, it shows its Opencart ID. If an ID is missing, it means the item is not yet synced with Opencart.
5. Add Product to Opencart: This button allows you to add products to an Opencart website.
6. Search tab: This tab allows you to search for a specific item by entering the product SKU or keyword.
7. Item per Page: Clicking this will create a drop-down box where you can select how many product items to be displayed per page.

Download Brands

If you intend to use Brands on your website, you need to create them in Opencart and download them into Octopus. Click on the Download Brands button to start downloading. Once Brands are downloaded in Octopus, they will show in Map Brands section.

Map Brands

This option allows to ‘map’ POS Brand structure to Opencart Brands so that POS brand labels are placed in the right item when loaded into Opencart platform.

1. The left-hand side shows the POS Brand structure.
2. Downloaded website brands from Opencart platform are shown on the right-hand side with a drop-down box.
3. The drop-down menu shows mapped and unmapped brands. To map additional brands, click unmapped Brands from the drop-down menu, then select which brand to map.

Download Categories

In order to make sure products are displayed in the correct product category in Opencart, make sure to create your Department & Category structure in Opencart first. Once created, you can Download Category structure into the Channel.

To download Opencart Category:

1. First you need to click on the Download Category tab
2. Then click on the ‘Download’ button

Once you download categories it will show how many categories that are downloaded successfully.

Note: Always download categories to update Octopus every time you create/update a new category in Opencart.

Map Categories

When items are uploaded from a POS into Octopus, they are uploaded with POS Department & Category structure. At the Octopus level, it’s called Source Categories.

POS Category structure may or may not be the same as Opencart Category structure. This option allows to ‘map’ POS category structure with Opencartcategories so that POS items are placed in the right category.

1. The left-hand side shows the POS category structure.
2. Department & Categories downloaded from Opencart are shown on the right-hand side with a drop-down box.
3. The drop-down menu shows mapped and unmapped categories. To map additional categories, click unmapped categories from the drop-down menu, then select which category to map.

Map Product Attributes

Merchants using various POS systems may use any of the fields within a POS while creating items.

1. Map Fields option allows a merchant to map Opencart product fields with their own POS product fields.
2. For example, Opencart website Product Name (Title) can be mapped with any of the POS data fields provided in the pull-down menu.
3. This also provides an option DO NOT UPDATE to not send certain POS data to Opencart website.
4. Some fields, such as, SKU and Quantity are mandatory and are automatically updated in the website.
5. The left-hand side shows the Opencart fields. The right-hand side shows the POS fields

Custom Rules

In the Custom Rules tab, product-specific rules should be defined before the items are set up to sync with Opencart. Once done, all items synchronizing with Opencart will inherit these rules.rule(s) set here will be applied to all the products being uploaded from Channel to Opencart.

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’.

1. Click on Add Fields.
2. Select a field, such as Product Name
3. Enter Separator, such as, By
4. Click on Add
5. Once again, click on Add Fields
6. Select another field, for example, Brand
7. Remember to remove the ‘Enter Separator’ from before
8. Click on Add

Going forward, before an item is sent to Opencart, this rule will combine the fields to create a unique name. If left blank, Custom Tile does not apply.

Set Deduction 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 Opencart, the quantity of the item will be shown as 40.

Set Quantity Rule: Regardless of the stock level in product management, as long as the quantity in opencart is greater than the quantity entered in the enter value field, the product will remain in stock in opencart. As soon as the quantity becomes equal to the quantity entered in the box, the product will become “Out of Stock” on Opencart.