RMH Woocommerce Integration Manual

Product Management

When POS items are uploaded into Octopus Bridge, they show up under My Products’ tab in the Product Management module. This is where a user can further modify the products before they are pushed to an E-commerce platform.

The top most item or the first item displayed in this page is the last item uploaded from the POS. Example shown below: The item with Product SKU number “7909510673809” is the last item uploaded from the POS.

Publish Items to Shopping Cart/Marketplace

After you have updated an item under ‘Edit Item’ page, you can go ahead and publish this item to a specific Shopping cart or Marketplace. Under Product Management tab.

1. First you need to select which item/s you want to publish. The example below shows we are selecting three items.

2. Next, select which Shopping cart or Marketplace you want to publish the item. In the example below we are selecting Shopify as our shopping cart.

3. Then click on the Add icon on the right to publish. Once you are done, items can now be viewed under the Shopify 'bucket.

Import Products

Add New Template:

You can view the past import activities in the channel by clicking on Import History.

1. File Type: Clicking this will create a drop-down box where you can select the File Type.

2. File Name: Type in the name of the file you wish to create.

3. Column Delimeter and Text Qualifier: Use only if file type is a text file.

4. Save file after choosing the file type and the file name.

Order Management

Logs

You will be able to View all the Octopus Bridge activities and errors in the ‘Logs’ tab.

1. You can search logs on a specific date period or search using a keyword in the search tab at the top.

2. You can export logs to a CSV in your local drive.

3. You can view Log details by clicking on the ‘view’ button on the right-hand side of the screen.

About Retail Management Hero (RMH)

Retail Management Hero (RMH) offers independent retailers powerful point of sale features and controls not normally found in comparable systems. The multi-functional point of sale transaction screen can be used in both touch and click format. Either application makes an exceptional visual statement to your customers about the level of professionalism of your store.

Retail Management Hero (RMH) Software combines style and substance in the sales process. Not only is the system easy to learn and use, it perfoRMH a multitude of functions and controls for the smooth running of your business.

Retail Management Hero (RMH) has created a number of integrated software solutions for businesses in particular fields that are designed to complement our powerful Retail Management Hero (RMH) platform.

Many businesses using Retail Management Hero (RMH) have well-established business management software in place. Rather than having to reinvent the wheel and undo all of that work, sometimes software integration is the best option. This approach allows our customers’ systems to work in harmony with Retail Management Hero (RMH), with minimal disruption. Octopus helps achieve this goal. It allows a merchant to connect their existing system to online platfoRMH.

Installing Octopus Link

Octopus Link (also referred to as “integrator”) offers a complete interface to integrate your point of sale system to the online world. Below we are outlining screenshots of the key steps involved in the installation process of Octopus Link.

NOTE: You are advised to get in touch with the demo facilitator, as Link is a customized software component that may require additional instructions to serve certain specific purposes.

The installation process is described below:

Once you unzip the setup package, you will get two files – license.lic and OctopusLink.msi. Please click on the OctopusLink.msi file and you will be taken to the following screen:

Step 1: Click on the Octopus Link executable file.

Step 11: Once you have set-up the Scheduler, go to the Addresses tab to install, start or stop the service. (Always perform this step after you set the scheduler and Save Settings)

After installing the service, please click on Save Settings.

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.

Step 12: Mappings tab allows you to map POS fields with website. For now, please leave it as default.

3 Now Click on Edit Items

4 Now select the item you wish to web enable

5 Click on “Properties” button to open the properties of the selected item

6  Now Click on Options tab on the Item Properties window and Check the box next to “Item is available on the website” and press Ok to close Item Properties.

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

Map Categories

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

POS Category structure may or may not be same as WooCommerce category structure.

This option allows to ‘map’ POS category structure to WooCommerce Categories so that POS items are placed in the right category when loaded into WooCommerce platform.

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

Map Fields

Merchants using various POS systems may use any of the fields within a POS while creating items. Map Fields option allows a merchant to map WooCommerce product fields with their own POS product fields.

For example, Woo website Product Name (Title) can be mapped with any of the POS data fields provided in the drop-down menu.

This also provides an option NOT to send certain POS data to Woo Commerce website.

Some fields, such as, SKU and Quantity are mandatory and are automatically updated in the website.