Octopus Integration – User Manual

 

1.   About This Manual

v  This manual documents how to connect Octopus to the Linga application.

v  Please read this manual before integrating Octopus with Linga to ensure proper synchronization.

 

2.   Implementation In Back Office (BO)

Navigation: Log into BO, select a Store, then select Marketplace > Browse and Subscribe Integrations

 

v  Subscription

                  I.     Ensure you are subscribed to Octopus (under the Online Ordering section).

                II.    Go back to the main Marketplace page, then select Configurations/Manage Integrations.    

               III.     On the Current Integrations page, under Actions select the Settings (gear icon) for Octopus.

              IV.    The Settings page for the Octopus integration appears (including Merchant Name and Access ID). For Action, two tabs are available on the page: Actions and settings.

 

 

Action Tab

v  Once connected to Octopus: whenever you want to synchronize the Categories / Products / Inventory count with Octopus, press the corresponding Sync button.

 

Sync Categories

v  Sync Categories by clicking the Sync Categories button. You will need to click this button each time new Categories were created after the most recent synchronization.

v  Note: This button syncs Categories only and doesn’t apply to Products or Inventory.

 

Sync Products

v  Sync Products by clicking the Sync Products button. You will need to click this button each time new Products were created after the most recent synchronization.

v  Note: Ensure each product’s image has maximum dimensions 1000 x 1000 pixels.

 

Sync Stocks

v  Once Categories and Products are synced, you can sync Stocks by clicking the Sync Stocks button. Fluctuating Stock amounts will be synced automatically after the initial synchronization.

Settings Tab

                  I.    Retrieve the Merchant Name and Access ID from Octopus.

                II.     Enter the retrieved Name and ID in the respective fields, then press Save.

 

 

3.  Octopus

v  Once synced with Back Office - the Categories, Products and Stock can be viewed in the Octopus app.

4.  POS Flow

Ø  In POS, Order details from Octopus will appear under the Online Orders tab via the All Orders module. The tab displays a table with the following columns:

Ø Third Party Name

Ø Third Party Order No. (number)

Ø Aggregator Order No. (number)

Ø Transaction Time

Ø Customer

Ø Check Total

Ø Status (can be updated via dropdown selection)

1)    Once the Order is placed as 3^rd party via Octopus, it’s received through the Online Orders tab in POS.

2)    Once the Order is received, it will be considered as Auto Accepted and the count will be deducted from BO Inventory. The Status will be Take Action by default.

v  The Allow Negative Pricing toggle setting doesn’t apply here. Regardless of the toggle or quantity unavailable in inventor, you are allowed to place the Order and deduct the count in Inventory.

v  Other Statuses include:

Ø  Cancelled – If the requested stock is not available, then the store user must manually Cancel the Order. This will restore the inventory quantity in BO.

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

Ø  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.

v  Search – When using Search, it will find results based on the values in the following columns:

Ø  3^rd Party Name

Ø  Aggregator Order No / 3^rd Party Order No

Ø  Transaction Time

Ø  Customer (Name)

Ø  Receipt Total

Ø  Status