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 setting tabs is where you can enter the System 5 API details to connect Octopus to System 5. Make sure to secure your System 5 API details first before starting the integration. You can select the sync status to enable or disable if you want to automatically update items from Octopus to your E-Commerce website.
Note: System5 API credentials are given by Windward.
Setup the Style Names depending on the type of products you are selling. Style Name examples are Size, Color, etc.
Setup Scheduler Time to automatically pull product data from System5. Scheduler time is set by time intervals. It also shows when the next update will happen and as well when the last updated took place.
As there are many different price levels defined in the POS, here you can decide which price levels you want to pull for the purpose of the website. These price levels will be mapped with e-commerce platforms.
You can set up the Invoice Type by clicking the drop-down menu. Select between Work Order or Cash. The Invoice Sub-Type selected are shown in System 5. Department For Invoice is selected only if you are using a departmentalized system in the POS. You can consult Windward Support for more information.
Tender Type –Select the tender type by clicking the dropdown box. Choose between the examples – MasterCard, Shopify, Visa, Amex, Cash, etc.
You have the option to pull ‘eCommerce ready only’ items from POS or All. If All items are pulled, you can use Octopus to decide which items are to be sent to your website.
Inventory Department is selected only if you are using departmentalize system in the POS. You can consult Windward Support for more information. You can also import the Brand by selecting Supplier or Brand from System5.
SKU As: Each item must have an SKU on the website. You can decide which POS field to use as a website SKU.
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:
To access the System 5 POS panel, first, you need to hover your mouse to POS in the main menu > then click System 5.
Full Inv Update: Click this button to pull full inventory from the POS System. This button is used for the first time set up.
Delta Inv Update: To manually update/add items from System 5 click on this button. Octopus can also be set up to pull updates automatically.
Push Orders: To manually push orders from Octopus to System5 click this button. Octopus can also be set up to push orders automatically.
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:
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.
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.
