Octopus Integration – User Manual

1.  About this manual

·         This user manual is specially designed for the user to connect the Octopus with POS application.

·         Please read this manual before integrating the octopus with POS application to ensure the synchronization process.

2.  Implementation in Backoffice

Page Navigation: Log into My Store>> Home >> Marketplace>>

A.     Subscript

First, you need to browse subscribe the marketplace and signup into Octopus. as shown in the below image

 

                  

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Then go to configurations/Manage integrations page and click on the Octopus settings button as shown in the below image.      

 

·         Upon clicking on the settings button, a new popup page will open for fetching the Octopus details. (Merchant name &Access Id) and for action two tabs are available in octopus setting page. 

                                  A, Action     B, Settings

B.     Action

·         whenever you want to synchronize the category, products, and inventory count with octopus, by clicking the sync button, the syncs are made as shown in the below image.

C.    Sync Category

·         Once you connected with Octopus, you can sync Category by clicking the sync category button as shown in the below image.

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Note-Users need to click this button again to sync octopus with newly created categories since the last synchronization. There is an option to sync category alone whenever the user needs it.

 

D.    Sync Products

·          Once you Synchronized the category with Octopus, you can sync products by clicking the sync product button as shown in the below image.

·         Note-Users need to click this button again to sync octopus with newly created products since     the last synchronization.

·         Ensure the products images have a maximum dimension size of 1000*1000 pixels or less.

·         There is an option to sync products alone whenever the user needs it.

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E.     Sync Stocks

·         Once you Synchronized the category & products with Octopus, you can sync stocks by clicking the sync stocks button as shown in the below image.

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Note-Stock count updated through various processes will be synced automatically after the initial stock synchronization.

·         There is an option to sync Inventory alone whenever the user needs it.

F.     Settings

·         You need to get merchant name & access ID from the octopus.

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Enter the Merchant name and Access ID in the Marketplace settings page and click save button as shown in the below image.

 

3.  Octopus

·         Once you synced with the Backoffice, you can see the categories, products and inventory counts in the octopus application.                             

4.  POS Flow

·         In POS, order details from octopus will be available in online orders tab.

·         Once user clicks on online orders tab in All orders module, user can be able to view order details.

·         Online order tab displays 3^rd party name, aggregator order no or 3^rd party order no, transaction time, customer, check total, status.

·         Update the status as completed or cancelled.

·         Once the order is placed in third party via octopus then order will be received in pos online order tab. Once the order is received it will be considered as auto accepted & the count will be deducted from BO Inventory (Allow negative pricing toggle setting is not applicable here, irrespective of the toggle /quantity unavailable in inventory we will allow the user to place the order and deduct the count in inventory). By default, the status will be Take action.

·         Cancelled – Incase if the stock is not available then the store user has to manually come & cancel the status. This will restore the inventory quantity in BO.

Note-There is no partial cancel option, the user wants to fully cancel the order.

·         Completed – There is no action here. This is just for the store user to close the order. Latest order will be on the top & remaining order can be handled in pagination.

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Search – Search will work based on 3^rd party name, aggregator order no or, 3^rd party order no, transaction time, customer, check total, status.