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:
Loyverse Setting Details
The Settings tab is where you enter Loyverse API details to connect Octopus with Loyverse .
To generate API token for Loyverse , login to Octopus, go to POS > Loyverse > Settings page and click on Generate Token button. It will redirect you to Loyverse 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 Loyverse.
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 .
Loyverse Custom Rules
This is where we set up custom rules that help set up integration between Loyverse and Octopus. These settings include scheduling, style mappings, inventory management, mappings of pricing/sizes, etc.
Schedule Setting Panel –
1. Scheduler Time: This setting allows you to automatically update/upload product data from Loyverse 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 Sync Cycle: This 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 Loyverse.
6. Size Attribute Name: Color, Size, etc.
7. Save Order Source As: When an order is downloaded into Loyverse, how should it be saved.
8. Save Brand As: Select Brand or Supplier name.
9. 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.
10-12. Price Levels (Price A, Price B, and List Price): Select which price to map with different price levels.
LockDown Setting Panel: After the initial product pull from Loyverse, 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:
Loyverse Sync
After applying all settings, please click on Start Synchronization. This will start pulling your POS data into Octopus.
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, Magento Products 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 Magento, 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 Magento.
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.
Product Sync 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.
