Microsoft Dynamics RMS is a comprehensive POS platform designed for small and midsize retailers operating everything from a single store to a whole chain. It is a complete and scalable solution especially for those businesses that aim for significant expansion and growth.
Octopus RMS Link Installation Guide
Step 1: Click on the Octopus Link executable file.
Step 2: Once Octopus Setup Wizard will open, Click on ‘Next‘.
Step 3: Click on ‘Browse‘ and select the file location where RMS Link will be installed. After selecting file location click on ‘Next’.
Step 4: Click on ‘Next‘ to start the installation.
Step 5: Once the installation is complete, click on ‘Close‘.
Step 6: After your click close an Octopus Plug-in icon will show on your Desktop.
Step 7: Click on the Plugin icon to open User Authentication. Type in your Username, Password and click ‘Browse‘ to enter the License key provided and click Continue
Step 8: Enter the Database Information for RMS and Click ‘Save Database Information‘.
Step 9: Access the Octopus Plugin from the Taskbar menu located on the lower right hand corner of the screen. Right click on the Yellow Octopus icon and it will display a few options you can select.
Step 10: Scheduler settings can be Set/Changed under the “Options” tab
Step 11: Once you have set-up the Scheduler, you can to go to the Addresses tab to install, start or stop the service. (Always perform this step after you set the scheduler and save the settings)
Make sure to do the following before setting up POS integration with OmniChannel:
1. Word Press Administator has created a Read/Write account for OmniChannel. This allows OmniChannel to generate the necessary API key.
2. Merchant needs to prepare a category structure in WooCommerce. The category structure in WooCommerce will be mapped with POS category structure.
POS configuration for OmniChannel
An authorized OmniChannel Account Manager will help set up a merchant account for OmniChannel (Channel).
Obtain OmniChannel URL and API Keys. This information is to be setup at the POS system level.
Depending on the POS system being used, it may:
● Either have a built-in ability for configuration, or
● It uses Octopus link
Note: In configuring OmniChannel link, make sure to check Octopus manual for your specific POS system configuration.
After following configuration guide, please upload a few test items into the Channel
WooCommerce API Requirements
WooCommerce API version must be v2.0
To check version, use the following URL
DomainName.com is the URL where Woocommerce website is being hosted.
Generating WooCommerce API key
Prior to initiating this process, ensure that WordPress admin has setup a OmniChannel account to obtain API details. Follow the steps below:
First, login to ‘WordPress Admin section’.
The link format would be: http://DomainName.com/wp-admin
Once logged in: click on 1. ‘WooCommerce’ tab > 2. Click on Settings > 3. Click on API > 4. Under ‘Keys/Apps’ click on ‘Add Key’
After following Configuration documentation, upload a few test items into the Channel.
Continue to next page…
Once you clicked on add key, go to Key/Apps tab.
- Type in the description ‘OmniChannel Commerce’
- Type in the name of the user.
- Choose Read/Write under Permissions.
- Then click Generate API Key button
Note: Make sure to Copy/Paste the key in notepad. Once Saved, this information cannot be viewed again.
Setting up Channel to connect with WooCommerce
First you need to login at: http://gui.octopusbridge.com
Login using your account details:
● Password, and
● Merchant Name
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 for first time configuration, this option should be set to ‘No’.
Setting to ‘No’, means that any items uploaded from the POS will remain in Channel level. They will not be pushed to your WooCommerce platform unless it is done manually. This is the recommended setting while configuring the system the first time.
Once you’ve set it to ‘Yes’, any items uploaded from the POS will automatically be pushed to your WooCommerce platform. This is only recommended once the setting has been fully configured and tested.
WooCommerce have certain limitations with POS integration. One of which is the inability to create POS Department & Category structure in WooCommerce. In order for the integration to work, make sure to create your Department & Category structure in WooCommerce first. Once created, you can Download Category structure into the Channel.
To download WooCommerce 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 category to update the category in the channel every time you create a new category in WooCommerce.
Configure Channel to Publish data
When items are uploaded from the POS into the channel, they are uploaded with POS Department & Category structure. At the Channel level, it’s 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 menus.
- The drop-down menu shows mapped and unmapped categories. To map additional categories, click unmapped categories from the drop-down menu.
Note: If it does not show your WooCommerce categories, you need to download categories first to update this.
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.