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.
Once verified, an OAuth Successful message will appear on the app dashboard. This confirms that Octopus Bridge is successfully connected to Shopify.
Clicking on the Download Locations from Shopify button in the Download Location tab, enables you to download the store locations created in Shopify.
The Map Locations tab allows you to map the Shopify locations with the POS locations.
In the Custom Rules tab, product-specific rules should be defined before the items are set up to sync with Shopify. Once done, all items synchronizing with Shopify will inherit these rules.rule(s) set here will be applied to all the products being uploaded from Channel to Shopify…
1. 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’.
Going forward, before an item is sent to Shopify, this rule will combine the fields to create a unique name. If left blank, Custom Tile does not apply.
Safety Net 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 Shopify, the quantity of the item will be shown as 40.
Out of Stock Rule 1: Select this checkbox if you want to delete products from Shopify when the stock reaches ‘zero’. If an item has been deleted, it will delete any custom work you may have done at the Shopify level.
Out of Stock Rule 2: Select this checkbox if you want to prevent shoppers from buying an ‘Out of Stock’ item. When stock become > 0, the product is put back on the website automatically.
Product Status: This enables posting new products as Draft on the Shopify dashboard.
Out of Stock Rule 3: Select this checkbox if you want to make out of stock items as Draft. It will override the Product Status rule. When an item returns in stock, it becomes visible again.
Inventory Management: Check this if you do not want to track Inventory by Shopify. It will not show inventory levels on the front of the website.
Country Name/Code: Check this if you want the country name in orders. Some POS systems require it.
Merge Existing Images: Check this if you want to merge existing images in Shopify.
Payment Rule: Check this if you accept multiple payment methods in a single order.
Store Location: After downloading the Shopify store locations to Octopus, you need to select the store where you want to upload the inventory.
Update Style Attributes: Check this if you want to update style attributes (color, size, etc).
Create Custom Collections: Check this if you want to create custom collections the same as your POS.
Custom Tags:
Step 1: In the Map Fields from the Tag option select Custom Tag from the dropdown menu.
Step 2: Now go to Custom Rules tab and in the field Custom Tags you can add multiple fields by clicking on the button Add Fields.
Step 3: Now from the drop-down select the field and press Add. If you want any special characters such as | to be present between 2 selected fields then you can enter the same in the Separator. After adding the required fields, click on the Save button.
