Tallysoft Liquor CMS Integration Manual

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.

In the product management module, a user can perform the following actions:

Advance Search: To view advance search, click on the + button on top right corner of the screen.
Push Products to Shopping Cart: To push products to the shopping cart.
Select All Pages: This will Select all the products listed under the Product Management module
Items Per Page: This will allow to select the no. of items you want to display per page.
Select All Items on Current Page: Clicking on this checkbox will allow you to select all products on the current page.
Edit Product: Click on Product SKU or Product Title to edit product information.
Delete Product: To delete a product, click on the checkbox in front of that particular product and click on “Delete” icon located in right side of the screen.

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:

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.
Create Parent SKU: Make sure to create a Parent SKU for creating matrix items.
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.
Matrix item attributes: If you are creating a matrix item, make sure to input Style Name and Style Value.
Upload Product Images: You can upload up to five images per item in Octopus. Make sure to reload page after uploading image/s.

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

If you do have a point-of-sale system or want to quickly edit items by Exporting / Importing multiple items, Import Products is a great option.

1. Click Add New Template to start .

2. Click History to select a file previously uploaded on Octopus Bridge.

3. Click Import New to import a new template after it has been created.

4. Action:

Notify- you can type in your email to get notifications if modifications are being made in the file.
Modify- click to update files.
Delete- delete existing files from the list.

POS Code Mapping

You can use POS code mapping if you want to map POS values to octopus bridge values. POS values are commonly in a coded format. For example, blk. You need to set blk into black which is more understandable for users viewing the website. You can also map multiple values at the same time using a spreadsheet format.

POS Code Upload Format: You can download the excel format by clicking on the “POS Code Upload Format” link.
Choose File: Once you have made changes in the excel format, select spreadsheet file to upload.
Click on upload after selecting file.
Select Field Name.
Replace All Value: Click to replace value after selecting Field Name.
Item per Page: Clicking this will create a drop-down box where you can select how many product items to be displayed per page.
Search: You can search specific value using the search bar.
Channel Value: Edit Channel value here.

Order Search

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

Source of Order: You can select the shopping cart/marketplace from where the order was placed
Order Status: Ordered/Shipped/Declined
Order No: Specific order number of shopping cart/marketplace
Username/email address: Customer’s username or email address
Date Filters: Sort order on a specific date period
SKU: Item SKU Number

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.

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

Setting	Description
This product is available on the web	Allows the product to be visible in the online store. All other eCommerce fields may be defined prior to selecting “This product is available on the web”. This process will allow the product to be fully defined prior to the products upload to the web store.
Web Department	The Department to place the product into within the online store.
Web Category	The category within the selected Web Department to place the product into within the online store.
Pricing Factor
Inventory Buffer	The Inventory Buffer is added to the OnHand of the product to compensate for items that sell more quickly or that require more lead time to replenish.
Override Product Description	The Override Product Description allows for a more detailed Product Description to be used by the Web Store.
Short Description	A short description of the product used by the online store.
Long Description	A long description of the product used by the online store.

5. From the Quick Access Toolbar (QAT), select Save.

Defining the Item Overrides

The description, pricing, and inventory buffers can be defined for a specific item within the product to act as an override from the general product’s definition. For example, allowing a discontinued color to be sold at a lower price than the other colors of the same product.

From the Product Management Tab of TallyExplorer, Open the Product to be made web-ready.
Select the Item Tab.
Select the SKU to configure.
Open the Item Properties Flyout.
Update the eCommerce Section of the Item Properties.
From the Quick Access Toolbar (QAT), select Save.

“Repeat the above steps for each item within the product that will override the general product definition.”

Fulfilling an Order

From the Sales/Marketing Tab of TallyExplorer, select the eCommerce Orders functions.
Open the eCommerce Order to fulfill.
Select Accept and Process.

“If the eCommerce Pick Verify feature is activated, the Pick Verify screen appears. Otherwise, the Accept and the Delivery screen appears (skip to step 6).”
Using a barcode scanner, scan the products picked to fulfill the eCommerce Order.
Select OK (The Accept and Delivery screen appears).
Enter the Shipping Tracking Number.
Optional: Enter the Shipping Carrier name.
Optional: Enter the Shipping Service used.
Select Accept (The Accept and Delivery screen closes and the order’s status is updated to Delivered).

Manual Web Publishing

Occasionally an update may need to be sent to the online store immediately instead of waiting for the normal automatic publishing process. This can be achieved by performing a manual publish.

From the TallySales\Support Folder of the Publishing Host, open TallyCommerce.Utiltites.exe (The eCommerce Utilities screen appears).
Select the Manual Tasks Tab.
Select Update Products (The Update Product process begins and returns back to an idle state).
Select Update Inventory (The Update Inventory process begins and returns back to an idle state).
Select Process Deleted Products (The Deleted Product process begins and returns back to an idle state).
Select Download Order (The Order Download process begins and returns back to an idle state).
Select Upload Tracking No. (The Tracking No. Upload process begins and returns back to an idle state).
Select Close.

Connecting Octopus to Liquor CMS

Go to https://gui.octopusbridge.com/octopus
Login using user octopus account credentials.
Once you have logged in, go to shopping carts/Liquor CMS.

Click on settings and enter the following information:

Liquor CMS API Key: Enter your Liquor CMS API key here
Liquor CMS Base URL: Enter your Liquor CMS 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 Liquor CMS 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 Liquor CMS platform. This is recommended only when the settings have been fully configured and tested.

Sync Status: Select Enable

Liquor CMS 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 Liquor CMS 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, Liquor CMS Product module shows only those items that are actively synchronizing with Liquor CMS.

Hover your mouse to the Shopping Carts tab
Select Liquor CMS under the dropdown menu
Click on Liquor CMS products

All Liquor CMS Products

This screen shows items that have been enabled to sync with Liquor CMS and should already be in sync. To manually publish items to Liquor CMS, Select All Pages and Publish.
You can also use Check Boxes to select a specific item to publish.
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.
Liquor CMS ID: When an item has been successfully set up to sync with Liquor CMS, it shows its Liquor CMS ID. If an ID is missing, it means the item is not yet synced with Liquor CMS.
Add Product to Liquor CMS: This button allows you to add products to an Liquor CMS website.
Search tab: This tab allows you to search for a specific item by entering the product SKU or keyword.
Item per Page: Clicking this will create a drop-down box where you can select how many product items to be displayed per page.

Map Brands

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

The left-hand side shows the POS Brand structure.
Downloaded website brands from Liquor CMS platform are shown on the right-hand side with a drop-down box.
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 Liquor CMS, make sure to create your Department & Category structure in Liquor CMS first. Once created, you can Download Category structure into the Channel.

To download Liquor CMS Category:

First you need to click on the Download Category tab
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 Liquor CMS

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 Liquor CMS Category structure. This option allows to ‘map’ POS category structure with Liquor CMS categories so that POS items are placed in the right category.

The left-hand side shows the POS category structure.
Department & Categories downloaded from Liquor CMS are shown on the right-hand side with a drop-down box.
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.

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

Note:

Sync Brands should be set to No in case of Liquor CMS websites.
Sync Brands should be set to Yes in case of a CMS Max website.
Sync Category should be set to No in case of Liquor CMS websites.
Sync Category should be set to Draft in case of CMS Max websites.

Liquor CMS Custom Rules

Under Custom Rules, Merchant can set various rules before publishing the product data into online store.

Custom Title: The Product Name can be edited and made Search Engine friendly.
Stock 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 Liquor CMS, the quantity of the item will be shown as 40.
Out of Stock Rule: Select the Checkbox if you want to delete products from Online Store when stock reaches at ‘Zero’.
Product Status: Select the Checkbox, if you want to post your product into Liquor CMS as ‘Draft’.
Order Inclusive Tax: Select if you are posting product prices with tax included.
Order Tax After Discount: select if you are including tax in your prices.

Note: Please note that the Rule(s) set here will be applied to all the products being uploaded from Channel to Liquor CMS.

Post all products as simple: If you want to post matrix items as standard items.
Least priced item as config: Select if you want to display item/s with the lowest price.
Special Price Rule: You can select either a specific sale date or set a sale price.

Tallysoft Liquor CMS Integration Manual

About Octopus Bridge

Product Management

Advance Search

Edit Product

Publish Items to Shopping Cart/Marketplace

Import Products

Add New Template:

POS Code Mapping

Order Management

Order Details

Logs

Overview

Making a Product Web Ready

Defining the Product

Defining the Item Overrides

Removing a Product from the Web

Order Fulfillment

Printing a Pick List

Fulfilling an Order

Manual Web Publishing

Company

Services & Resources

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