Windward Integration with Shopify Manual

Windward System5 Integration
with Shopify Manuals
Windward System Five offers independent retailers powerful point of sale features and
controls not normally found in comparable systems. The multi-functional point of sale
transaction screen can be used in both touch and click format. Either application makes an
exceptional visual statement to your customers about the level of professionalism of your store.
Windward Software combines style and substance in the sales process. Not only is the system
easy to learn and use, it performs a multitude of functions and controls for the smooth running of
your business.
Windward Integration
Windward have created a number of integrated software solutions for businesses in particular
fields that are designed to complement our powerful Windward System Five platform.
Many businesses using Windward have well-established business management software in
place. Rather than having to reinvent the wheel and undo all of that work, sometimes software
integration is the best option. This approach allows our customers’ systems to work in harmony
with Windward System Five, with minimal disruption that's why we include Windward System 5
to integrate with Octopus.

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System 5 POS Panel
To access the System 5 POS panel, First, you need to hover you mouse to POS in the main
menu > then click System 5.
SYSTEMFIVE
1. Full Inv Update: Click this button to download full inventory from the POS System. This
button is used for first time set up
2. Delta Inv Update: To manually update / add items from System 5 click on this button.
OmniChannel can also have the update set automatically.
3. Push Orders: To manually push orders from Octopus to System5 click on this button.
OmniChannel can also have the push order/s set automatically.

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SystemFive Setting Details
The setting tabs is where you can enter the System 5 API details to connect Octopus to System
5. Make sure to secure your System 5 API details first before starting the integration. You can
select the sync status to enable or disable if you want to automatically update items from
Octopus to your E-Commerce website.
Note: System5 API credentials are given by Windward if you purchase API.

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System5 Custom Rules
This is where we can set different settings for the products. This settings include Style Setting
Panel, Schedule Setting Panel, Price Mapping Setting Panel, Import Products Setting
Panel and Other Settings Panel.
Style Setting Panel
You can set the Style name depending on what product you are selling in the Shopping cart or
Marketplace. Style Name samples: Size, Color, etc..

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Schedule Setting Panel
You can set scheduler time to automatically update or upload product data from System5.
Scheduler time is set by time intervals.
Tender Type - you can select the tender type by clicking the drop box. Choose between the
examples - MasterCard, Shopify, Visa, Amex, Cash, etc..
Price Mapping Setting Panel
You can set different price levels uploaded from System5 POS. This price levels can be map
under Map settings of the Shopping Cart Module to whichever E-Commerce platform you are
using.

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Invoice Setting Panel
You can set invoice type by clicking the drop-down menu. Select between Work Order and
Cash. The Invoice Sub-Type selected are shown in System 5. Department for invoice are
selected only if you are using a departmentalize system in the POS. You can consult Windward
Support for more information.
Import Products Setting Panel
You can select import products by clicking the drop-down menu. You can import items from
System5 by selecting either E-Commerce only (import to E-Commerce in System5) or All.
Inventory Department is selected only if you are using departmentalize system in the POS. You
can consult Windward Support for more information. You can also import the Brand by selecting
Supplier or Brand from System5.
Other Settings Panel
You can select Part number, Supplier Part number and Item number to set SKU for product
items.

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Field Lock Setting Panel
You can click on the box to select if you don't want to update any data from System5 to
Octopus.

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Shopify Preparation
Make sure to do the following before setting up POS integration with OmniChannel channel:
1. Word Press Administator has created a Read/Write account for OmniChannel Channel.
This allows OmniChannel to generate the necessary API key.
2. Merchant needs to prepare a category structure in Shopify. The category structure in
Shopify will be mapped with POS category structure.
Shopify API Requirements:
Kindly provide the following details of Shopify:
1. Shopify Storefront URL
2. Shopify Admin URL
3. Admin Login / Password

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POS configuration for OmniChannel Channel
An authorized OmniChannel Account Manager will help set up a merchant account on
OmniChannel Channel (Channel Manager).
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 OmniChannel link
Note: In configuring OmniChannel link, please see OmniChannel link manual for your specific
POS
System configuration. A OmniChannel account manager will help you with set-up and training.
Shopify API Requirements:
Kindly provide the following details of Shopify:
1. Shopify Storefront URL
2. Shopify Admin URL
3. Admin Login / Password
Note: Make sure to back-up Shopify store (all files and database) before sharing the above
information with OmniChannel Commerce team.
This is just a precautionary step to avoid any unexpected situation.

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Generating Shopify API Key
A Shopify Key is necessary to connect your Shopify store to OmniChannel.
Please follow the steps below to create an API key.
Go to:
https://www.shopify.com/login
Type in your email address and Password
Once you’ve logged in, go to Apps
· Click on ‘View private apps’

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Click on ‘Generate API credentials’
For Private app name, please type in OmniChannel
Contact email field is optional and can be left blank.
Then click the ‘Save’ button once you’re done.

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NOTES:
These are the few fixes:
1. We need only these 2 keys to connect channel to the Shopify “API Key” as “Shopify
Key” and Password as “Shopify Secret Key ”
2. The base URL should not contain http://
3. Base URL must be end with “/”
Setting up Channel to connect to Shopify
Go to: http://gui.octopusbridge.com
Login using your account details:
● · User Name
● · Password
● · Merchant Name

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Once you’ve logged in, go to:
Shopping Carts > Shopify > Settings
Type information in the following:
● Shopify API Key
● Shopify Password
● Shopify Base URL

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● Process Version
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 Shopify platform unless it is done manually. This is the recommended
setting while configuring the system for the first time.
Once you’ve set it to ‘Yes’, any items uploaded from the POS will automatically be pushed to
your Shopify platform. This is only recommended once the setting has been fully configured and
tested.
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. In Product Management tab...
1. First you need to select which item/s you want to publish. In the example below shows
we are selecting three items.

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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 SCM (Shopping Cart Module).
4. Export Filtered Date - You can export the data currently selected in Product
Management.
Note: Only Shopping carts and Marketplaces that you signed up for, will be shown in My
Products page.
Configure Channel to Publish data
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 Shopify product fields with their own POS
product fields.

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For example, Shopify website Product Name (Title) can be mapped with any of the POS data
fields provided in the pull-down menu.
This also provides an option NOT to send certain POS data to Shopify website.
Some fields, such as, SKU and Quantity are mandatory and are automatically updated in the
website.
1. The Left hand side shows the Shopify fields
2. The right hand side shows the POS fields
Shopping Carts Module (SCM)
‘Shopify Products’ module shows all point of sale products that are sync from the POS,
Shopping Carts Module (SCM) shows only those items that are being updated to a shopping
cart.

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In Product Management, when an Item is selected to be published to an ecommerce platform, it
is first sent to the Shopping Cart Module. SCM for each supported shopping cart, including
marketplaces, like - 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 Shopify may have a different Product Name, Prices, and Quantity as
compared to items being sent to eBay.
1. Hover your mouse to the shopping carts tab
2. Click Shopify under the drop down menu
3. Click on Shopify products
Continue to next page...
1. This screen shows items that have been enabled to be sync with Shopify. To publish
items to Shopify, Select All Pages and Publish.
2. You can also use the boxes to the right to select specific item to publish.

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3. Product SKU: The icon besides the product SKU is an indicator if a product item is
successfully forwarded to the website / Marketplace. Green means successfully added
while red means it is not successfully added.
4. When an item has been successfully setup to sync with Shopify, it shows its Shopify ID.
If an ID is missing, it means the item is not yet synch with Shopify.
5. Add Product to Shopify: This button allows you to add products to a Shopify website.
6. 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 Shopify.
7. Item per Page: Clicking this will create a drop-down box where you can select how
many product items to be displayed per page.

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Custom Rules
In Custom Rules tab, Merchants can set various rules before publishing the product data into
the online store.
1. Custom Title: The Product Name can be edited and made Search Engine friendly.
2. 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.
3. Out of Stock Rule 1: Select the Checkbox if you want to delete products from Online
Store when stock reaches at ‘Zero’.
4. Out of Stock Rule 2: Select the Checkbox, if you want to Prevents shoppers from
buying an ‘Out of Stock’ item.
5. Invisible Posting: You have the option to track inventory by Shopify.
6. Out of Stock Rule 3: Select the Checkbox, if you want to Prevents shoppers from
buying an ‘Out of Stock’ item.
7. Inventory Management: Check this if you do not want to track Inventory by Shopify.
8. Country Name/Code: Check this if you want country name in orders. Some POS
systems require it.
9. Marge Existing Images: Check this if you want to marge existing images in Shopify
10. Payment Rule: Check this if you accept multiple payment method in single order.
See image on the next page...

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Note: Remember that the rule(s) set here will be applied to all the products being uploaded
from Channel to Shopify.

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Octopus Channel Intro
Octopus Channel is an application that enables brick & mortar retailer to connect their POS
system with their e-commerce website and online marketplaces.
The flowchart below shows Octopus Channel linking POS data to Online stores and
marketplaces. It also shows the item information uploaded from POS to E-commerce and orders
downloaded from the E-commerce platform to the POS.

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Once you are signed up to Octopus Channel product you will be given the login details. Login
details are your Username, Password and Merchant. You can login to your account at
http://gui.octopusbridge.com/octopus .
Once you login to the channel using your login details, you are automatically routed to
the Product management tab. Here you can see all the product items uploaded from the
POS.

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Product Management
When POS items are uploaded into the Channel, they show up under ‘Product Management’
tab. 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 ‘100472991036’ is the last item
uploaded from the POS.

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The list of functions that are designated can be found on Img 2.1 below.
1. Advance search: To use Advance Search, click on the round symbol with the plus sign on
the right side of the screen.
2. Shopping cart module: To select a shopping cart module, click on the check-box beside the
name. This gives you the option on what shopping cart you want to push your selected items.
Please note you will see only the platforms for which you have subscribed.
3. Select All Pages: Checking this box Selects ALL items on all pages that are under ‘My
Products’.
4. Items per Page: Clicking this will create a drop-down box where you can select how many
product items to be displayed per page.
5. Clicking on this check-box will select all the items shown on the current page.
Img 2.1

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The list of functions that are designated can be found on Img 2.2 below.
6. Clicking on the product SKU or Item Name will allow you to edit product information.
7. Delete: To delete one item from the channel, select the check-box and click on the ‘trash bin’
icon located on the right side of the screen.
8. Archive: To Archive items click on this symbol located below the delete icon.
9. Clicking on this box allows you to select one item or multiple items.
Img 2.2

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Advance Search
You can search for a specific item using this Channel feature by typing in the Item SKU, Parent
SKU. You can also filter number of items by other specific values, like the (brand, category,
date, etc.)
If Product items are not shown after doing search, it means that the product item is not yet
linked from the POS. Also, make sure that in searching items you are using the correct Item
SKU or Parent SKU. Example below shows that item is not yet found in the Channel.

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Edit Product
Clicking on Product SKU or Item Name will bring you to ‘Edit product’ page. This is where you
can edit products' information that are linked from the POS to Octopus Channel. Image 3.1 on
the next page shows all the product information you can edit.
The list of functions that are designated can be found on Img 3.1 on the next page.
1. 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. Make sure to create a Parent SKU for matrix items.
3. If you want to create a new description to be displayed in your E-commerce platform, make
sure to check box to prevent POS description from over-writing description in your E-commerce
platform.
4. If you are creating a matrix item make sure to input Style Name and Style Value.
5. You can upload up to five images per item in the channel. Make sure to reload page after
uploading image/s.

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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 to select a file to upload on Channel.
3. Click Import New once a template was created.
4. Notify- you can type in your email to get notifications if modications are being made in
the file. Modify- click to update files. Delete- delete existing files from the list.
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. 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.

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POS Code Mapping
You can use POS code mapping if you want to map POS value to Channel value. POS value
are commonly in a form of a code. 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 view the excel format by clicking.
2. Choose File: 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.

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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, will be shown in My Products
page.

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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.
Marketplaces tab
Shopping Carts tab

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Order Management
Order management tab is where you can view all the order details downloaded from your E-
commerce platform.
Order search
1. Source of Orders: Select Marketplace / Shopping cart
2. Order status: Paid, Shipped, Decline
3. Username, Email: Customer’s username or email address
4. Order no: Specific order number of Marketplace / Shopping cart
5. Sort order on a specific date period.

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All Orders
1. Channel Manager Order number: Click on the order number to view Order details.
2. Page tab: You can select which page you want to display by clicking on the page
number at the bottom.
Note: One order may contain more than one product item.
Downloading orders
Orders are downloaded automatically from the E-commerce platform to the Channel 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 ‘Download
orders from..’ button.

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Order details
Order details page is where you can view all the order information downloaded from an E-
commerce platform.
Order information (upper part) - Order number, Order date, Current Order status, Billing and
shipping address, and customer contact details.
Order information (lower part) - SKU, Identification number, Seller SKU, Description, Quantity,
and Total value of the item/s.

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Logs
View all the Channel 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.
Log Details is where you can view the log activities or the error details in the channel.

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Basic Troubleshooting and Faqs
I can't see my product items uploaded from POS.
Check if the item/s are imported in Product Management first, then check Shopping ca..
Images are not uploading from PoS to website.
Check Octopus if images are shown Product Management or in product details. If images are
shown. Make sure items are in the Shopping Cart Module and uploaded or updated to
Ecommerce platform. If problem still occurs please contact
helpdesk@omnichannelcommerce.biz
Product information are not updating in the website.
First, check if product data is updating in Octopus, if product data is in Octopus make sure that
data or information is mapped to the correct fields by checking the nap fields section of SCM.
How do I know if Product items are uploaded to the website successfully?
Login to you website backend and check if product items are showing up. You can also check
Shopping Cart module if it generates an ID.
How do I know if orders are downloaded to Octopus sucessfully?
Please refer to page 32.
Is there a way to automate downloading of orders from E-Commerce website to PoS?
Since we don't have this option in the Channel, contact helpdesk and they will make the
adjustments from the backend.
The number of items in PoS does not match the number of items in Octopus.
Some PoS Systems count their Matrix items as one item regardless of the number of variations
it has while in Octopus each item are counted as individual items.

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