Zedonk Woocommerce Integration Manual

Octopus Bridge Intro

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

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

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 ERP.

My Products

When ERP 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 topmost item or the first item displayed on this page is the last item uploaded from the ERP. Example shown below: The item with Product SKU number ‘7909510673809’ is the last item uploaded from the ERP.

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

1. Advance Search: To view advance search, click on the + button on top right corner of the screen.

2. Push Products to Shopping Cart: To push products to the shopping cart.

3. Select All Pages:This will Select all the products listed under the Product Management module

4. Items Per Page: This will allow selecting the no. of items you want to display per page.

5. Select All Items on the Current Page: Clicking on this checkbox will allow you to select all products on the current page.

6. Edit Product: Click on Product SKU or Product Title to edit product information.

7. Delete Product: To delete a product, click on the checkbox in front of that particular product and click on the “Delete” icon located on the right side of the screen.

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.

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 a search, it means that the product item is not yet synced from the ERP. Also, make sure that in searching items, you are using the correct Item SKU or Parent SKU. Example below shows that the item is not yet found in Octopus Bridge.

Edit Product

Clicking on Product SKU or Item Name will redirect you to the ‘Edit product’ page. This is where you can edit products’ information that are linked from the ERP 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 ERP.
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 ERP 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.

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. Actions:

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 ERP values to octopus bridge values. ERP 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.

Click on upload after selecting file.

Select Field Name.

3. Replace All Value: Click to replace value after selecting Field Name.

4. Item per Page: Clicking this will create a drop-down box where you can select how many product items to be displayed per page.

5. Search: You can search specific value using the search bar.

6. Channel Value: Edit Channel value here.

Publish Items to Shopping Cart/Marketplace

After you update item information under ‘Edit Item’ page, you can go ahead and publish this item/s to a specific Shopping cart or Marketplace. Please follow the steps below to publish.

1. First you need to select which item/s you want to publish. In 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’

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

About Zedonk

Zedonk is a web-based ERP software designed specifically for the fashion industry to keep up with the ever-changing needs of the industry. It has evolved to match the demands of the industry ensuring people can run their business smoothly and stress-free and is accessible for brands/businesses of all sizes. It allows merchants to access and securely store all their real-time data from anywhere in the world. No need to download or install, just go online and login to get up and running.

Zedonk integration enables Fashion, Accessories, Shoes, Jewellery, and Homeware brands to sell on multiple popular eCommerce shopping carts and marketplaces including Shopify, WooCommerce, BigCommerce, Magento 1.X, Magento 2.X, NopCommerce, Amazon, Farfetch, eBay, Google Shopping, etc.

Zedonk Custom Rules

This is where we can set different settings for the products. These settings include

• Schedule Setting panel
• Lockdown Setting Panel

Schedule Setting Panel

• Schedule Time: Scheduler time is set for automatic product data upload from ERP into Octopus.
• Sync All Inventory: Check this box, if you want to sync all products from the ERP to Octopus.
• Website Brand: This dropdown allows you to select one of the Zedonk fields and save it as a Brand. This is useful if you want to use Brand in your website.
• Price: Select any of the ERP prices from the dropdown to assign it as a regular retail price for the website.
• Price A/B/C: If you intend to use different prices for different website platforms, Price Levels A, B, and C are a great way to keep them separate.
• Cost: You can select what you want to save in Cost, from the dropdown menu.

Field Lock Setting Panel:-

You can click on the box to select if you don’t want to update any data from Zedonk to Octopus.

Woo Commerce Preparation

Important: Please take a back-up of your web store (all files and database) before starting the integration. This is just a precautionary step to undo any unwanted situation.

Woo Commerce API Requirements

Woo Commerce API version must be v2.0 or higher.
To check version, use the following URL

http://DomainName.com/wc-api/v2

DomainName.com is the URL where Woo Commerce website is being hosted.

Make sure to do the following before setting up integration:

Word Press Administrator has created a Read/Write account for Octopus Channel. This allows Octopus to generate the necessary API key.
Merchant needs to prepare a category structure in Woo Commerce. The category structure in Woo Commerce will be mapped with POS category structure.

Connect Octopus with WooCommerce

Please login at http://gui.octopusbridge.com
Login using your account details:

User Name
Password

Once you’ve logged in, go to:

Shopping Carts > WooCommerce > Settings

Type in the following information:

Woocommerce Key:
Woocommerce Secret Key:
Woocommerce Base 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 in Octopus. These items will not be pushed to your eCommerce 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 eCommerce platform. This is recommended only when the settings have been fully configured and tested.

All items listed on this page are automatically synched with Woo. To manually publish items to WooCommerce, Select All Pages and Publish.
You can also use the boxes to select specific item to publish.
Product SKU: The dot besides the product SKU is an indicator if a product is successfully synchronizing with the website. Green means successfully synching while red means it is not. If red, it may need some time to synch. But if continues to be red, please check Logs
When an item has been successfully setup to sync with WooCommerce, it shows its WooCommerce ID: If an ID is missing, it means the item is not yet synchronized with WooCommerce.
Add Product to WooCommerce: This button allows you to add products to WooCommerce Website. Again, this process is automated/scheduled but can be manually forced to run immediately.
Search tab: This tab allows you search a specific item by entering the product SKU or keyword. It also displays how many items are in a WooCommerce.
Item per Page: Clicking this will create a drop-down box where you can select how many product items to be displayed per page.
Product Sync status: Please note while ‘In Process’ is enabled, any new updates will be queued up. While the synch is scheduled, the In Process status will come and go. Every time there is an update from POS, it will turn on but once done syncing it will show ‘Complete’.

Download Categories

Woo Commerce API has certain limitations with POS integration. One of which is the inability to create POS Department & Category structure in Woo Commerce. In order for the integration to work, make sure to create your Department & Category structure in Woo Commerce first. Once created, you can Download Category structure into the Channel.

To download Woo Commerce 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.

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.

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

Custom Rules

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

Custom Title: Combine multiple fields together and create a SEO friendly product Name.
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 Shopify, the quantity of the item will be shown as 40. This quantity (40) is also used as the Out of Stock value.
Out of Stock Rule 1: Select this checkbox if you want to delete products from Online Store when stock reaches ‘Zero’.
Product Status: Check this box if you want to post your product into Woo Commerce as ‘Draft’. This allows you to edit product attributes before making them public.
Out of Stock Rule 2: instead of deleting items when an item is out of stock, this option hides the item from public view. When item becomes available, it is automatically shown on the front end of the website. Selecting this rule will over write Product Status rule.
Order Inclusive Tax: If product prices are inclusive of taxes, select this option.
Oder Tax After Discount: Select this option if tax is calculated after applying discounts
Products’ Sale’s Date: Some POS systems allow products to be put On Sale between a From and To Date. This option transfers the From and To dates to Woo Commerce website.
Product Weight: Enables sending product weight to Woo Commerce