diff --git a/content/applications/sales/sales/amazon_connector/setup.rst b/content/applications/sales/sales/amazon_connector/setup.rst index 9799fdb2f..11d9384d7 100644 --- a/content/applications/sales/sales/amazon_connector/setup.rst +++ b/content/applications/sales/sales/amazon_connector/setup.rst @@ -1,114 +1,154 @@ -================================== -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 `_ + +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. -Additionally, you can configure the account to automatically synchronize the available quantity of -your product present in your offers. To do so, check the :guilabel:`FBM Stock Synchronization` box. -This will automatically send to Amazon the current available quantities of products in Odoo at -regular intervals. You'll then need to :ref:`match database products in Amazon ` -for Odoo to know which products needs to be send, as well as the Amazon SKU used to recognize them. +.. image:: setup/amazon-accounts-form-page.png + :align: center + :alt: A typical Amazon Account form page in the Odoo Sales application. -Match database products in Amazon -================================= +After saving, the field in the :guilabel:`Credentials` tab is replaced by a :guilabel:`Link with +Amazon` button. -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). +.. 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 `. +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 `. .. 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. + + 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:: - When synchronizing the available quantity of products, only :guilabel:`Storable Products` are - synchronized. - -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. - -.. note:: - To modify the default products, activate the :ref:`developer mode ` and navigate - to :menuselection:`Sales --> Configuration --> Settings --> Connectors --> Amazon Sync --> + To modify default products, activate the :ref:`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 `, 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 `. -#. 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 - `_, 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 `_, and the :guilabel:`Seller Central URL` as described in the `Amazon Documentation for seller central URLs `_. -#. Set the name of the record to `Amazon.` 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.` 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` diff --git a/content/applications/sales/sales/amazon_connector/setup/amazon-accounts-form-link-button.png b/content/applications/sales/sales/amazon_connector/setup/amazon-accounts-form-link-button.png new file mode 100644 index 000000000..c3e92ea73 Binary files /dev/null and b/content/applications/sales/sales/amazon_connector/setup/amazon-accounts-form-link-button.png differ diff --git a/content/applications/sales/sales/amazon_connector/setup/amazon-accounts-form-page.png b/content/applications/sales/sales/amazon_connector/setup/amazon-accounts-form-page.png new file mode 100644 index 000000000..fb56b3796 Binary files /dev/null and b/content/applications/sales/sales/amazon_connector/setup/amazon-accounts-form-page.png differ diff --git a/content/applications/sales/sales/amazon_connector/setup/amazon-accounts-link-setting.png b/content/applications/sales/sales/amazon_connector/setup/amazon-accounts-link-setting.png new file mode 100644 index 000000000..0961ba689 Binary files /dev/null and b/content/applications/sales/sales/amazon_connector/setup/amazon-accounts-link-setting.png differ diff --git a/content/applications/sales/sales/amazon_connector/setup/amazon-offers-button.png b/content/applications/sales/sales/amazon_connector/setup/amazon-offers-button.png new file mode 100644 index 000000000..9db51d177 Binary files /dev/null and b/content/applications/sales/sales/amazon_connector/setup/amazon-offers-button.png differ