Video
Overview
24sevenCommerce - POS and eCommerce Integration
+1 408-643-0097
Live Chat

Tallysoft Wix Integration Manual

Request a Demo

About Octopus Bridge

Octopus Bridge is an application that enables brick & mortar retailer to connect their POS/ERP system with their e-commerce website and online marketplaces.

The flowchart below shows Octopus Bridge linking POS data to online stores and marketplaces. It also shows the item information uploaded from POS/ERP to E-commerce and order quantity pushed back to POS from the e-commerce platform so that the stock can be in Sync.


Octopus-online-integration
 

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.

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.


My Products - Octopus









8. Archive Product: To archive a product, click on the product(s), you want to archive and click on the delete button below. 9. Select Item(s): To select one or multiple items, click on the checkbox in front of it.  

My Product 2






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:

  1. 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.
  2. Create Parent SKU: Make sure to create a Parent SKU for creating matrix items.
  3. 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.
  4. Matrix item attributes: If you are creating a matrix item, make sure to input Style Name and Style Value.
  5. Upload Product Images: You can upload up to five images per item in Octopus. Make sure to reload page after uploading image/s.


Octopus-edit-products

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.

Publishing-Items-to-eCommerce-Octopus

Note: Only Shopping carts and Marketplaces that you signed up for, will be shown in My Products page.


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

Marketplaces

Shopping Carts tab

Shopping cart

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.
All-Import-Templates-Octopus

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.



Add-New-Templets-Octopus

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.

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


POS-Code-Mapping

Order Management

Order management tab is where you can view all the order details downloaded from your E-commerce platform. Click on View Orders and you will be redirected to the order management page.



Order-Management-Octopus


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

order 2

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.

order management

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.

download orders

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

Order details

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.



All-Logs
Log Details is where you can view the log activities or the error details in the channel.


Logs Details

Overview

The eCommerce Interface allows for seamless integration between the brick and mortar store and an online store. Products created in the TallySales Management System can be uploaded to the online store with current inventory levels. Online orders are downloaded and processed to allow for accurate sales reporting and inventory control.

Making a Product Web Ready

Defining the Product

1. From the Product Tab of TallyExplorer, open the Product to be made web ready.
2. Select an Image for the product.
3. Select the eCommerce Tab.
4. Define eCommerce values.

eCommerce-Product-Management.png
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.

  1. From the Product Management Tab of TallyExplorer, Open the Product to be made web-ready.
  2. Select the Item Tab.
  3. Select the SKU to configure.
  4. Open the Item Properties Flyout.
  5. Update the eCommerce Section of the Item Properties.
  6. 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.”

Removing a Product from the Web

  1. From the Product Tab of TallyExplorer, open the product to be made web ready.
  2. Select the eCommerce Tab.
  3. Unselect the This product is available on the web check box.
  4. From the Quick Access Toolbar (QAT), select Save.

Order Fulfillment

Fulfillment is the process in which the eCommerce Order is accepted into TallySoft. When an eCommerce Order is fulfilled, the order is converted into a sale within TallySales and the inventory of the products are reduced.

Printing a Pick List

A Pick List is a listing of all products included on an order which is used to retrieve the products from the warehouse shelves.

  1. From the Sales/Marketing Tab of TallyExplorer, select the eCommerce Orders functions.
  2. Open the eCommerce Order to print.
  3. Select Print Pick List.
  4. Select Print.

Fulfilling an Order

  1. From the Sales/Marketing Tab of TallyExplorer, select the eCommerce Orders functions.
  2. Open the eCommerce Order to fulfill.
  3. 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).”

  4. Using a barcode scanner, scan the products picked to fulfill the eCommerce Order.
  5. Select OK (The Accept and Delivery screen appears).
  6. Enter the Shipping Tracking Number.
  7. Optional: Enter the Shipping Carrier name.
  8. Optional: Enter the Shipping Service used.
  9. 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.

Manual Task

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

Wix Preparation

In order to connect octopus to Wix, you first need to approve the octopus app to communicate with Wix.

1. Please click on the link below:
http://wix.to/gsDTDEk

2. You will be redirected to the wix app page.

wix app page

3. Click on the Add to Site button. You will be redirected to Wix login page.

Wix-login

4. Login to your Wix account and select the website.

Connecting Octopus to Wix

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>>Wix.

Wix 9

4. Click on settings and click on the Generate Token.

Wix 1

5. The system will redirect you to wix login page.

6. Enter your wix credentials and click on the login button.

Wix 7

7. Click on the Add to Site button.

Wix 11

8. After this, you will be redirected back to Wix settings page where the following details will be auto-populated:

    • Authorization Code
    • Access Token
    • Refresh Token

 

9. 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 Wix 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 Wix platform. This is recommended only when the settings have been fully configured and tested.

10. Sync Status: Select Enable

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

  1. Hover your mouse to the Shopping Carts tab
  2. Select Wix under the dropdown menu
  3. Click on Wix products

Wix 9


All Wix Products

  1. This screen shows items that have been enabled to sync with Wix and should already be in sync. To manually publish items to Wix, Select All Pages and Publish.
  2. You can also use CheckBoxes to select a specific item to publish.
  3. 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.
  4. Add Product to Wix: This button allows you to add products to an Wix website.
  5. 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.

Wix 10

Download Categories

In order to make sure products are displayed in the correct product category in Wix, make sure to create your Department & Category structure in Wix first. Once created, you can Download Category structure into the Channel.

To download Wix Category:

  1. First you need to click on the Download Category tab
  2. Then click on the ‘Download’ button
  3. Once you download categories it will show how many categories that are downloaded successfully.

Wix 5

Note: Always download categories to update Octopus every time you create/update a new category in Wix.

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

  1. The left-hand side shows the POS category structure.
  2. Department & Categories downloaded from Wix are shown on the right-hand side with a drop-down box.
  3. 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.

Wix 6

Map Product Attributes

Merchants using various POS systems may use any of the fields within a POS while creating items.

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

Wix 3

Custom Rules

In the Custom Rules tab, product-specific rules should be defined before the items are set up to sync with Wix. Once done, all items synchronizing with Wix will inherit these rules.rule(s) set here will be applied to all the products being uploaded from Channel to Wix.

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 Wix, the quantity of the item will be shown as 40.

Wix 4

Order Inclusive Tax: Select this if you are posting products including tax.