[IMP] sales: updated Amazon Connector setup doc for 16

closes odoo/documentation#6936

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Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
Co-authored-by: dalaOdoo <dala@odoo.com>
Co-authored-by: Demesmaeker <edm@odoo.com>
Co-authored-by: meng-odoo <meng@odoo.com>
Co-authored-by: brse-odoo <brse@odoo.com>
Co-authored-by: StraubCreative <zst@odoo.com>
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KC (ksc) 2023-11-03 10:59:11 -07:00 committed by Zachary Straub (ZST)
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==================================
Configure Amazon Connector in Odoo
==================================
==============================
Amazon Connector configuration
==============================
Register your Amazon account in Odoo
====================================
Odoo allows users to register an Amazon seller account in the database, but the user **must** have
a paid Amazon Seller account prior to completing the configuration.
Set up a paid Seller account on Amazon by first logging into the Amazon platform, and navigating to
:menuselection:`Account \& Lists --> Start a Selling Account` from the drop-down menu located in
the header section.
Then on the :guilabel:`Sell with Amazon` page, follow the sign-up process and finally proceed to
follow the instructions below to register and link that Amazon Seller account in Odoo.
.. seealso::
`Sell with Amazon <https://www.amazon.com/b/?node=12766669011>`_
Connect Amazon Seller account to Odoo
=====================================
.. _amazon/setup:
To register your seller account in Odoo, navigate to :menuselection:`Sales --> Configuration
--> Settings --> Connectors --> Amazon Sync --> Amazon Accounts` and click on :guilabel:`CREATE`.
To connect an Amazon Seller account in Odoo, navigate to :menuselection:`Sales app -->
Configuration --> Settings --> Connectors section`, activate the :guilabel:`Amazon Sync` feature,
and click :guilabel:`Save`.
#. Choose a meaningful name for your account (e.g. `Europe`), and select your :guilabel:`Sign-up
Marketplace`. This is the original sign-up marketplace of your seller account (e.g. if you
created your account on Amazon Germany, your sign-up marketplace will be `amazon.de`)
Then, return to :menuselection:`Sales app --> Configuration --> Settings --> Connectors section`,
and click on the :guilabel:`Amazon Accounts` link under the :guilabel:`Amazon Sync` setting.
#. Upon saving, a button to :guilabel:`link with Amazon` appears. Click on it to be redirected to
the Amazon login page, or directly to the consent page if you are already logged in. There,
confirm that you want Amazon to give Odoo access to your account and related data.
.. image:: setup/amazon-accounts-link-setting.png
:align: center
:alt: The Amazon Accounts link beneath the Amazon Sync settings in Odoo Sales.
#. Amazon redirects you to Odoo, with your account registered.
Doing so reveals a separate :guilabel:`Amazon Accounts` page. From here, click :guilabel:`New` to
create and link a new Amazon account.
Once the account is registered, the marketplaces available to this account are synchronized and
listed under the :guilabel:`Marketplaces` tab. If you wish, you can remove some items from the list
of synchronized marketplaces to disable their synchronization.
On the blank :guilabel:`Amazon Account` form page, start by choosing a name for the account (e.g.
`American Marketplace`). Then, in the :guilabel:`Credentials` tab, select the marketplace on which
the seller account was initially created from the :guilabel:`Home Marketplace` drop-down menu.
Match database products in Amazon
=================================
.. image:: setup/amazon-accounts-form-page.png
:align: center
:alt: A typical Amazon Account form page in the Odoo Sales application.
When an Amazon order is synchronized, up to three sales order items are created in Odoo for each
product sold on Amazon: one for the marketplace product, one for the shipping charges (if any) and
one for the gift wrapping charges (if any).
After saving, the field in the :guilabel:`Credentials` tab is replaced by a :guilabel:`Link with
Amazon` button.
.. image:: setup/amazon-accounts-form-link-button.png
:align: center
:alt: A typical Amazon Account form page and Link with Amazon button in Odoo Sales.
Clicking that button redirects to either the Amazon login page, or directly to the required consent
page, if the user is already logged in to Amazon.
On the login page, log in to the desired Amazon seller account.
On the consent page, confirm that Amazon is allowed to give Odoo access to the account and related
data.
Upon confirmation, Amazon returns the user to Odoo, and the account has been registered.
With the Amazon account successfully registered, the marketplaces available to this specific account
are synchronized with Odoo and listed under the :guilabel:`Marketplaces` tab.
If desired, remove items from the list of synchronized marketplaces to disable synchronization.
Amazon orders in Odoo
=====================
When an Amazon order is synchronized, up to three line items are created on the sales order in Odoo.
Each one represents a product sold on Amazon: one for the product that was sold on Amazon
Marketplace, one for the shipping charges (if any), and one for the gift wrapping charges (if any).
.. _amazon/matching:
The selection of a database product for a sales order item is done by matching its
**internal reference** with the **SKU** for marketplace items, the **shipping code** for delivery
charges, and the **gift wrapping** code for gift wrapping charges.
:guilabel:`Internal Reference` (a customizable product reference idenifier in Odoo, like `FURN001`)
with the Amazon *SKU* for marketplace items, the Amazon *Shipping Code* for delivery charges, and
the Amazon *Gift Wrapping* code for gift wrapping charges.
For marketplace products, pairings are saved as **Amazon Offers** which are listed under the
**Offers** stat button on the account form. Offers are automatically created when the pairing is
established and are used for subsequent orders to lookup SKUs. If no offer with a matching SKU is
found, :ref:`the internal reference is used instead <amazon/matching>`.
For marketplace products, pairings are saved as *Amazon Offers*, which are listed under the
:guilabel:`Offers` smart button on the account form.
.. image:: setup/amazon-offers-button.png
:align: center
:alt: The Amazon Offers smart button on the account form in Odoo Sales.
Offers are automatically created when the pairing is established, and they're used for subsequent
orders to lookup SKUs. If no offer with a matching SKU is found, :ref:`the internal reference is
used instead <amazon/matching>`.
.. tip::
It is possible to force the pairing of a marketplace item with a specific product by changing
either the product or the SKU of an offer. The offer can be manually created if it was not
automatically done yet. This is useful if you do not use the internal reference as the SKU or if
you sell the product under different conditions.
It's possible to force the pairing of a marketplace item with a specific product, by changing
either the product or the SKU of an offer to ensure they match. The offer can be manually created
if it was not automatically done yet.
If no database product with a matching internal reference is found for a given SKU or gift wrapping
code, a default database product **Amazon Sale** is used. The same is done with the default product
**Amazon Shipping** and the shipping code.
This is useful if the internal reference is not used as the SKU, or if the product sells under
different conditions.
If no database product with a matching internal reference is found for a given Amazon SKU or gift
wrapping code, then a default database product, *Amazon Sale*, is used. The same is done with the
default product *Amazon Shipping* if no database product is found for a given Amazon shipping code.
.. note::
To modify the default products, activate the :ref:`developer mode <developer-mode>` and navigate
to :menuselection:`Sales --> Configuration --> Settings --> Connectors --> Amazon Sync -->
To modify default products, activate the :ref:`developer mode <developer-mode>`, and navigate to
:menuselection:`Sales app --> Configuration --> Settings --> Connectors --> Amazon Sync -->
Default Products`.
Configure taxes of products
===========================
Product tax configuration
=========================
To allow for tax reporting of Amazon sales with Odoo, the taxes applied to the sales order items are
those set on the product or determined by the fiscal position. Make sure to have set the correct
taxes on your products in Odoo or to have it done by a fiscal position, to avoid discrepancies in
the subtotals between Seller Central and Odoo.
those set on the product, or determined by the fiscal position.
Make sure to have the correct taxes set on your products in Odoo, or have it done by a fiscal
position, to avoid discrepancies in the subtotals between *Amazon Seller Central* and Odoo.
.. note::
As Amazon does not necessarily apply the same taxes as those configured in Odoo, it may happen
that order totals differ by a few cents from that on Seller Central. Those differences can be
resolved with a write-off when reconciling the payments in Odoo.
that order totals differ by a few cents between Odoo and *Amazon Seller Central*. Those
differences can be resolved with a write-off when reconciling the payments in Odoo.
.. _amazon/add-new-marketplace:
Add a new marketplace
=====================
:ref:`All marketplaces are supported by the Amazon Connector <amazon/supported-marketplaces>`, but
recently created ones might be missing from your database. To add a new marketplace, proceed as
All marketplaces are supported by the Amazon Connector. To add a new marketplace, proceed as
follows:
#. Activate the :ref:`developer mode <developer-mode>`.
#. Go to :menuselection:`Sales --> Configuration --> Settings --> Connectors --> Amazon Sync -->
#. Go to :menuselection:`Sales app --> Configuration --> Settings --> Connectors --> Amazon Sync -->
Amazon Marketplaces`.
#. Create a new marketplace record. Enter the :guilabel:`Marketplace ID` and select the
:guilabel:`Amazon Region` for your marketplace as described in the `Amazon Documentation for
marketplace IDs and regions
<https://developer-docs.amazon.com/amazon-shipping/docs/marketplace-ids>`_, and the
#. Click :guilabel:`New` to create a new marketplace record.
#. Enter the Marketplace ID in the :guilabel:`API Idenifier` field, and select the :guilabel:`Amazon
Region` for your marketplace as described in the `Amazon Documentation for marketplace IDs and
regions <https://developer-docs.amazon.com/amazon-shipping/docs/marketplace-ids>`_, and the
:guilabel:`Seller Central URL` as described in the `Amazon Documentation for seller central URLs
<https://developer-docs.amazon.com/amazon-shipping/docs/seller-central-urls>`_.
#. Set the name of the record to `Amazon.<country code>` to easily retrieve it (e.g.:
**Amazon.se**). The :guilabel:`API Identifier`, the :guilabel:`Region` and the :guilabel:`Seller
Central URL` fields should respectively hold the *MarketplaceId*, the selected Amazon region and
the *Seller Central URL* values from the Amazon Documentation.
#. Set the :guilabel:`Name` of the record to `Amazon.<country code>` to easily retrieve it (e.g.
`Amazon.se`). The :guilabel:`API Identifier`, the :guilabel:`Region` and the :guilabel:`Seller
Central URL` fields should respectively hold the *Marketplace ID*, the selected Amazon region,
and the *Seller Central URL* values from the Amazon Documentation.
#. Once the marketplace is saved, update the Amazon Account configuration by going to
:menuselection:`Sales --> Configuration --> Settings --> Connectors --> Amazon Sync -->
Amazon Accounts`. Open the account on which you wish to use the new marketplace, go to the
:guilabel:`Marketplaces` tab and click on :guilabel:`Update available marketplaces` (an animation
should confirm the success of the operation). Newly added marketplaces are automatically added to
the list of synchronized marketplaces. If the new marketplace is not added to the list, it means
that it is either incompatible or unavailable for your seller account.
:menuselection:`Sales app --> Configuration --> Settings --> Connectors --> Amazon Sync -->
Amazon Accounts`.
#. Select the account on which to use the new marketplace, go to the :guilabel:`Marketplaces` tab,
and click on :guilabel:`Update available marketplaces`. An animation should confirm the success
of the operation. Newly added marketplaces are automatically added to the list of synchronized
marketplaces. If the new marketplace is not added to the list, it means that it is either
incompatible or unavailable for the seller account.
.. seealso::
- :doc:`features`

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