[IMP] sales,finance/payment_providers: delete ebay_connector and alipay
Ebay Connector and Alipay have been deleted See Also: - odoo/odoo#180352 - odoo/enterprise#70109 - odoo/upgrade#6514 task-4185344 closes odoo/documentation#11036 Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
@ -9,7 +9,6 @@ Online payments
|
||||
|
||||
payment_providers/wire_transfer
|
||||
payment_providers/adyen
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||||
payment_providers/alipay
|
||||
payment_providers/amazon_payment_services
|
||||
payment_providers/asiapay
|
||||
payment_providers/authorize
|
||||
@ -452,7 +451,6 @@ other payments.
|
||||
.. seealso::
|
||||
- :doc:`payment_providers/wire_transfer`
|
||||
- :doc:`payment_providers/adyen`
|
||||
- :doc:`payment_providers/alipay`
|
||||
- :doc:`payment_providers/authorize`
|
||||
- :doc:`payment_providers/asiapay`
|
||||
- :doc:`payment_providers/buckaroo`
|
||||
|
@ -1,39 +0,0 @@
|
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======
|
||||
Alipay
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======
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||||
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||||
`Alipay <https://www.alipay.com/>`_ is an online payments platform established in China by Alibaba
|
||||
Group.
|
||||
|
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.. warning::
|
||||
The provider Alipay is deprecated. It is recommended to use :doc:`asiapay` instead.
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|
||||
Configuration
|
||||
=============
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||||
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||||
.. seealso::
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||||
- :ref:`payment_providers/add_new`
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||||
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||||
Credentials tab
|
||||
---------------
|
||||
|
||||
Odoo needs your **API Credentials** to connect with your Alipay account, which comprise:
|
||||
|
||||
- **Account**: Depending on where you are situated
|
||||
- `Express Checkout` if your are a Chinese Merchant.
|
||||
- `Cross-border` if you are not.
|
||||
- **Alipay Seller Email**: Your public Alipay partner email (for express checkout only).
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||||
- **Merchant Partner ID**: The public partner ID solely used to identify the account with Alipay.
|
||||
- **MD5 Signature Key**: The signature key.
|
||||
|
||||
You can copy your credentials from your Alipay account, and paste them in the related fields under
|
||||
the **Credentials** tab.
|
||||
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||||
To retrieve them, log into your Alipay account, they are on the front page.
|
||||
|
||||
.. important::
|
||||
If you are trying Alipay as a test, in the *sandbox*, change the **State** to *Test Mode*. We
|
||||
recommend doing this on a test Odoo database, rather than on your main database.
|
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.. seealso::
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- :doc:`../payment_providers`
|
@ -20,4 +20,3 @@ deliver and invoice what has been sold.
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sales/invoicing
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sales/products_prices
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sales/amazon_connector
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||||
sales/ebay_connector
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|
@ -1,13 +0,0 @@
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:nosearch:
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||||
|
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==============
|
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eBay Connector
|
||||
==============
|
||||
|
||||
.. toctree::
|
||||
:titlesonly:
|
||||
|
||||
ebay_connector/setup
|
||||
ebay_connector/manage
|
||||
ebay_connector/troubleshooting
|
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ebay_connector/linking_listings
|
@ -1,123 +0,0 @@
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=========================
|
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Linking existing listings
|
||||
=========================
|
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|
||||
Once the eBay account is linked existing listings from within the eBay seller account need to be
|
||||
added manually to the Odoo product listings.
|
||||
|
||||
The process will be as follows:
|
||||
- Turn off eBay scheduled actions
|
||||
- Add products and link listings
|
||||
- Turn on eBay scheduled actions
|
||||
|
||||
.. seealso::
|
||||
To learn more about the eBay connector visit these pages as well:
|
||||
|
||||
- :doc:`setup`
|
||||
- :doc:`manage`
|
||||
- :doc:`troubleshooting`
|
||||
|
||||
Turn off eBay scheduled actions
|
||||
===============================
|
||||
|
||||
To start linking existing listings in eBay, first turn off the eBay notifications in the scheduled
|
||||
actions in Odoo. The reason for this is so that no orders or eBay data syncs during this process.
|
||||
The :guilabel:`Scheduled Actions` can be accessed by first activating
|
||||
:ref:`developer mode <developer-mode>`. After doing so, go to :menuselection:`Settings --> Technical
|
||||
--> Automation --> Scheduled Actions`.
|
||||
|
||||
.. warning::
|
||||
:doc:`../../../general/developer_mode` must be activated to ensure the technical menu appears for
|
||||
the user.
|
||||
|
||||
Disabling scheduled actions enables users to sync and validate eBay data before receiving orders.
|
||||
The following are descriptions of scheduled actions that need to be temporarily deactivated:
|
||||
|
||||
- :guilabel:`eBay: get new orders`: eBay pushes new orders not already in Odoo (based on
|
||||
:guilabel:`client_order_reference`, or :guilabel:`sales order reference` field). This command
|
||||
also updates existing orders, where changes we made in eBay. New and updated orders are then
|
||||
placed in draft mode. Customers will be created if they are not already in Odoo.
|
||||
- :guilabel:`eBay: synchronize stock`: eBay displays Odoo's stock on hand.
|
||||
- :guilabel:`eBay: update categories`: eBay will push updated monthly categories (only up to fourth
|
||||
layer; a manual update required for the rest).
|
||||
|
||||
To toggle off the eBay notification, select the entry from the :guilabel:`Scheduled Actions` list.
|
||||
Then, on the page, click the :guilabel:`Active` toggle button to turn it off.
|
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|
||||
Sync eBay categories
|
||||
--------------------
|
||||
|
||||
To ensure that Odoo's eBay products have all the categories available on eBay, the eBay categories
|
||||
should be synced to Odoo next.
|
||||
|
||||
Navigate to :menuselection:`Settings --> Technical --> Automation --> Scheduled Actions`. Click into
|
||||
the scheduled action labeled: :guilabel:`Ebay: update categories` and then click :guilabel:`Run
|
||||
Manually`.
|
||||
|
||||
.. important::
|
||||
Odoo only recognizes eBay category paths up to four layers deep. If a product has a listing of
|
||||
more than four, the category field will only populate up to the fourth layer.
|
||||
|
||||
If product categories beyond four paths are required, users need to manually add those paths.
|
||||
This has historically been done by getting a list of all product categories beyond 4 paths,
|
||||
manually importing them into the Product Category model in Odoo, then linking them individually
|
||||
to the product.
|
||||
|
||||
Users can import the remaining product categories into the eBay product categories manually using
|
||||
using the :guilabel:`Action` menu and :guilabel:`Import` feature.
|
||||
|
||||
Link eBay listings
|
||||
==================
|
||||
|
||||
To add eBay listings in Odoo, either manually add products, using a listing ID, or establish an
|
||||
automatic listing link between Odoo and eBay.
|
||||
|
||||
.. tip::
|
||||
For more information on listing a product from scratch visit: :ref:`How to list a product?
|
||||
<ebay-connector/listing>`
|
||||
|
||||
Manual listing link
|
||||
-------------------
|
||||
|
||||
To add an eBay listing to products in Odoo, begin by going to :menuselection:`Sales app --> Products
|
||||
--> Products` and selecting the desired product. Click on :guilabel:`Sell on eBay` (either in the
|
||||
:guilabel:`eBay` tab or under the :guilabel:`Product name`). Select :guilabel:`Save` if necessary.
|
||||
|
||||
Still the product form, click :guilabel:`link to listing` in the top menu and enter in listing ID
|
||||
from eBay in the pop up (the listing ID is in the eBay product URL).
|
||||
|
||||
.. example::
|
||||
An example URL would be as such:
|
||||
`www.ebay.com/itm/272222656444?hash=item3f61bc17bb:g:vJ0AAOSwslJizv8u`. The listing ID is
|
||||
`272222656444` in this case. Once the listing ID has been entered the eBay listing information
|
||||
will sync into Odoo.
|
||||
|
||||
Turn on eBay scheduled Actions
|
||||
==============================
|
||||
|
||||
The next step is to turn on the eBay notifications in the scheduled actions in Odoo so that orders
|
||||
and data are exchanged. The :guilabel:`Scheduled Actions` can be accessed by first activating
|
||||
:ref:`developer mode <developer-mode>` and go to :menuselection:`Settings --> Technical -->
|
||||
Automation --> Scheduled Actions`.
|
||||
|
||||
Turning on the following scheduled actions allows users to sync and validate eBay data
|
||||
automatically.
|
||||
|
||||
- :guilabel:`eBay: get new orders`: eBay will push all new orders not already in Odoo (based on
|
||||
client_order_reference, or sales order reference field), and will update orders if there has been
|
||||
a change from eBay. Orders will be put in draft mode. Customers will be created if they are not
|
||||
already in Odoo.
|
||||
- :guilabel:`eBay: synchronize stock`: eBay will display the stock on hand in Odoo.
|
||||
- :guilabel:`eBay: update categories`: eBay will push updated monthly categories (only up to fourth
|
||||
layer, will need to manually update the rest).
|
||||
|
||||
.. note::
|
||||
If an order comes in and the listing from the order is not linked to a product, eBay will create
|
||||
a consumable product.product in its place. These consumables should be altered on the
|
||||
*Sales Order* while in draft state to represent a storable product, and then the user can link to
|
||||
the listing as they come in.
|
||||
|
||||
.. seealso::
|
||||
- :doc:`/applications/sales/sales/ebay_connector/manage`
|
||||
- :doc:`/applications/sales/sales/ebay_connector/troubleshooting`
|
||||
- :doc:`/applications/sales/sales/ebay_connector/setup`
|
@ -1,162 +0,0 @@
|
||||
======================
|
||||
How to list a product?
|
||||
======================
|
||||
|
||||
.. _ebay-connector/listing:
|
||||
|
||||
In order to list a product on eBay and Odoo there are two methods in Odoo to do so:
|
||||
|
||||
#. (*Preferred method*) Make a product in Odoo and list the item eBay.
|
||||
|
||||
- Click :guilabel:`List Item on eBay` in the top menu of the product template. The product
|
||||
template can be accessed by navigating to :menuselection:`Sales app --> Products --> Product`
|
||||
and selecting the individual product.
|
||||
#. (*Less preferred method*) List the item on eBay, then create the product in Odoo, and finally
|
||||
link product to the item on eBay.
|
||||
|
||||
- Click :guilabel:`Link With Existing eBay Listing` in the top menu on the product template.The
|
||||
product template can be accessed by navigating to :menuselection:`Sales app --> Product -->
|
||||
Product` and selecting the individual product.
|
||||
|
||||
.. note::
|
||||
If an order comes in and the listing from the order is not linked to a product, eBay will create
|
||||
a consumable product.product in its place. These consumables should be altered on the *sales
|
||||
order* while in draft state to represent a storable product, and then the user can link to the
|
||||
listing as they come in.
|
||||
|
||||
.. seealso::
|
||||
To learn more about the eBay connector visit these pages as well:
|
||||
|
||||
- :doc:`setup`
|
||||
- :doc:`linking_listings`
|
||||
- :doc:`troubleshooting`
|
||||
|
||||
Listing without variation
|
||||
=========================
|
||||
|
||||
Access the product template by navigating to :menuselection:`Sales app --> Products --> Product` and
|
||||
selecting the individual product.
|
||||
|
||||
In order to list a product, select the :guilabel:`Sell on eBay` field on a product template.
|
||||
:guilabel:`Sell on eBay` is either in an :guilabel:`eBay` tab or under the :guilabel:`Product
|
||||
name`. Click :guilabel:`Save` if necessary.
|
||||
|
||||
.. image:: manage/manage-ebay-template.png
|
||||
:align: center
|
||||
:alt: The eBay template form listed in the product template in Odoo.
|
||||
|
||||
When the :guilabel:`Use Stock Quantity` field is checked, the quantity set on eBay is the Odoo
|
||||
*Forecast Quantity* (Odoo *Inventory* app).
|
||||
|
||||
The policies need to be set in order to be able to list on eBay. A value must be selected for the
|
||||
following fields :guilabel:`Payment Policy`, :guilabel:`Return Policy`, and :guilabel:`Shipping
|
||||
Policy`. The options are imported from the eBay database. If no option appears, they can be imported
|
||||
by navigating to :menuselection:`Sales app --> Configuration --> Settings --> eBay`, and clicking on
|
||||
the :guilabel:`Policies` button in the :guilabel:`Synchronization` field. This button **only**
|
||||
appears once the production and sandbox credentials have been set.
|
||||
|
||||
The :guilabel:`Description Template` allows the administrator to use templates in listings. The
|
||||
default template only uses the :guilabel:`eBay Description` field of the product. HTML can be used
|
||||
inside the :guilabel:`Description Template`, and in the :guilabel:`eBay Description` in Odoo 14.
|
||||
Starting in Odoo 15, the powerbox feature is available to use in the template and description.
|
||||
Simply type a forward slash `/` to reveal a menu with formatting, layout, and text options. To add
|
||||
an image, type `/image`.
|
||||
|
||||
To use images in the listing, an image needs to be added as one of the *Attachments* on the product
|
||||
template.
|
||||
|
||||
.. seealso::
|
||||
For more information on template configuration in Odoo visit:
|
||||
:doc:`../../../general/companies/email_template`.
|
||||
|
||||
Listing with variations
|
||||
=======================
|
||||
|
||||
When the :guilabel:`Sell on eBay` is checked on a product containing variations with
|
||||
:guilabel:`Fixed Price` as :guilabel:`Listing Type`, the eBay form is slightly different. Go to the
|
||||
:guilabel:`Variants` tab to or click :guilabel:`Configure Variants` in the top menu to configure the
|
||||
variant settings. Pricing can be configured for each variation.
|
||||
|
||||
When the :guilabel:`Listing Type` is changed to :guilabel:`Fixed Price`, Odoo presents a
|
||||
variant table at the bottom of the :guilabel:`eBay` tab, in which the :guilabel:`Fixed Price` can be
|
||||
entered, and the decision to :guilabel:`Publish on eBay` can be made for specific variants, along
|
||||
with other options.
|
||||
|
||||
.. image:: manage/fixed-listing-price.png
|
||||
:align: center
|
||||
:alt: The fixed price listing type in the eBay tab on a product form in Odoo sales.
|
||||
|
||||
Product identifiers
|
||||
===================
|
||||
|
||||
Products identifiers such as EAN, UPC, Brand or MPN are required in most of the eBay categories.
|
||||
|
||||
EAN and UPC identifiers
|
||||
-----------------------
|
||||
|
||||
The module manages the EAN and UPC identifiers with the :guilabel:`Barcode` field of the product
|
||||
variant. If the :guilabel:`Barcode` field is empty or is value is not valid, the EAN and UPC values
|
||||
will be set as 'Does not apply' as recommended by eBay.
|
||||
|
||||
Barcodes can be found on the product template, under the the :guilabel:`General Information` tab.
|
||||
Access the product template, first, by navigating to :menuselection:`Sales app --> Products -->
|
||||
Product` and selecting the individual product.
|
||||
|
||||
Listing with item specifics
|
||||
---------------------------
|
||||
|
||||
In order to add item specifics, one should create a product attribute with a single value in the
|
||||
:guilabel:`Attributes & Variants` tab on the product form. Examples of item specifics include: `MPN`
|
||||
or `Brand`. The Brand and MPN values are working as item specifics and should be defined in the
|
||||
:guilabel:`Attributes & Variants` tab on the product form. If these values are not set, 'Does not
|
||||
apply' will be used for the eBay listing.
|
||||
|
||||
Process invoices and payments
|
||||
=============================
|
||||
|
||||
Posting payment
|
||||
---------------
|
||||
|
||||
When eBay orders are placed they are always paid for up front, via the eBay site. At no point will
|
||||
users pay for items on eBay through Odoo. Therefore, once orders are synced into Odoo from eBay they
|
||||
are already paid for. Odoo's invoicing and payment functionalities are not utilized. However,
|
||||
invoices need to be created and marked as Paid to “close” the *Sales Order*.
|
||||
|
||||
Users can opt to mass create and post invoices in batches. To do so, navigate to Quotations in the
|
||||
list view by going to :menuselection:`Sales app --> Orders --> Quotations`. In the upper right
|
||||
corner, select the list view icon. Hover over the icons to reveal the name of each. Then check the
|
||||
boxes on the left that invoices should be made for and go to the :guilabel:`Action` menu or ⚙️ [Gear
|
||||
icon] . Click on :guilabel:`Create Invoices`.
|
||||
|
||||
A pop-up will appear and click on the :guilabel:`Create and view invoice` button. A new screen will
|
||||
populate with the newly created invoices. Next, select all of them by clicking on the box icon next
|
||||
to :guilabel:`Number` in the header row of the list, this will select all the records. Then navigate
|
||||
to the :guilabel:`Action` menu and click :guilabel:`Post entries`. Following this step, a pop-up
|
||||
will appear and click on :guilabel:`Post journal entries`. This will take the invoices out of
|
||||
*draft* and set them to *posted*.
|
||||
|
||||
Reconciling payments
|
||||
--------------------
|
||||
|
||||
Users typically utilize PayPal to receive payment from eBay, and then send lump sums from PayPal
|
||||
into their bank account. To reconcile this income, users can reconcile the one PayPal transfer with
|
||||
all related invoices.
|
||||
|
||||
First navigate to the :guilabel:`Accounting Dashboard` by going to the :menuselection:`Accounting
|
||||
app --> Dashboard --> Bank`. :guilabel:`Create` a new transaction and enter the :guilabel:`Label`
|
||||
as `eBay Sales`. Fill out the :guilabel:`Amount` and enter a :guilabel:`Statement` date in. Click on
|
||||
:guilabel:`Create and edit`.
|
||||
|
||||
For the :guilabel:`Ending Balance` field, enter the same account that was entered for the
|
||||
:guilabel:`Amount` above. Click on :guilabel:`Save`. Next, open the new balance that needs to be
|
||||
reconciled. Under the tab marked: :guilabel:`Match Existing Entries` select the entries that are
|
||||
included in this balance.
|
||||
|
||||
After adding all the necessary entries, click :guilabel:`Validate` to complete the reconciliation.
|
||||
To verify the payment, navigate to :menuselection:`Customers --> Invoices` and select the desired
|
||||
customer invoice. The *Paid* label should appear under the :guilabel:`Payment Status` column.
|
||||
|
||||
.. seealso::
|
||||
- :doc:`/applications/sales/sales/ebay_connector/troubleshooting`
|
||||
- :doc:`/applications/sales/sales/ebay_connector/linking_listings`
|
||||
- :doc:`/applications/sales/sales/ebay_connector/setup`
|
Before Width: | Height: | Size: 24 KiB |
Before Width: | Height: | Size: 35 KiB |
@ -1,402 +0,0 @@
|
||||
====================
|
||||
eBay connector setup
|
||||
====================
|
||||
|
||||
Overview
|
||||
========
|
||||
|
||||
Odoo's eBay connector allows eBay listings to connect with Odoo products. Once connected,
|
||||
:doc:`updates to the listings <linking_listings>` can be made in Odoo or in eBay. When an item sells
|
||||
on eBay, draft *sales orders* are created in Odoo for the user to review and confirm. Once the sales
|
||||
order is confirmed, Odoo *Inventory* and *Sales* apps function standard to pull products out of
|
||||
inventory, and allow the user to create invoices.
|
||||
|
||||
.. seealso::
|
||||
To learn more about the eBay connector visit these pages as well:
|
||||
|
||||
- :doc:`manage`
|
||||
- :doc:`linking_listings`
|
||||
- :doc:`troubleshooting`
|
||||
|
||||
eBay - Odoo linked fields
|
||||
-------------------------
|
||||
|
||||
The following are eBay product details. Each of these eBay fields update corresponding fields in
|
||||
Odoo.
|
||||
|
||||
- eBay URL
|
||||
- eBay status
|
||||
- Quantity sold
|
||||
- Start date
|
||||
- Title
|
||||
- Subtitle
|
||||
- Item condition
|
||||
- Category
|
||||
- Category 2
|
||||
- Store category
|
||||
- Store category 2
|
||||
- Payment policy
|
||||
- Seller profiles
|
||||
- Postal code
|
||||
- Shipping policy
|
||||
- Listing type (fixed price or auction)
|
||||
|
||||
- Starting price for Auction
|
||||
- Buy it now price
|
||||
- Fixed Price amount
|
||||
|
||||
- Use stock quantity
|
||||
- Quantity on eBay
|
||||
- Duration
|
||||
- Allow best offer
|
||||
- Private listing
|
||||
- eBay description
|
||||
- eBay product image
|
||||
- Country
|
||||
|
||||
eBay terms
|
||||
----------
|
||||
|
||||
*Variations* group multiple products into one, with variation (or variant) options. Variations can
|
||||
sync to Odoo's attributes and values. Variations will appear in drop down menus near the top of the
|
||||
page when viewing an eBay listing. These are comparable to product variants in Odoo.
|
||||
|
||||
.. image:: setup/ebay-variation.png
|
||||
:align: center
|
||||
:alt: An example on eBay of the variations that can be added to a product.
|
||||
|
||||
*Item specifics*, located at the bottom of the listing, detail product-specific information. These
|
||||
specifics don't sync with Odoo fields by default; a development is required to link these fields.
|
||||
|
||||
.. image:: setup/item-specifics.png
|
||||
:align: center
|
||||
:alt: Item specifics listed on an eBay product.
|
||||
|
||||
*Sandbox* and *Production* are terms that are used to categorize the eBay environments as either
|
||||
still in development/testing (*Sandbox*) or for use in the real instance of the database with real
|
||||
customer information/dataset (*Production*). It is recommended to start first in the *Sandbox* to
|
||||
test, and then following the processes below, create a *Production* instance.
|
||||
|
||||
.. tip::
|
||||
eBay's sandbox environment can be accessed by navigating to `eBay's sandbox portal
|
||||
<https://sandbox.ebay.com/>`_ at `https://sandbox.ebay.com/`. eBay's production environment can
|
||||
be accessed by navigating to `eBay.com portal <https://www.ebay.com/>`_ or
|
||||
`https://www.ebay.com/`.
|
||||
|
||||
.. important::
|
||||
The environment selection **must** remain the same for all environment settings on eBay and on
|
||||
Odoo throughout this setup.
|
||||
|
||||
eBay actions available on Odoo
|
||||
------------------------------
|
||||
|
||||
The following are built-in actions in Odoo that add or update eBay listings:
|
||||
|
||||
- **List**/ **Link**: generate a new eBay listing with an Odoo product by clicking :guilabel:`List
|
||||
Item on eBay` or :guilabel:`Link With Existing eBay Listing`.
|
||||
- :guilabel:`Revise item` button: after making changes to an eBay listing in Odoo, save the record,
|
||||
and then click the :guilabel:`Revise Item` in Odoo to update the eBay listing.
|
||||
- **Relist**: if an item's listing was ended early or :guilabel:`auto-relist` was not selected, a
|
||||
user can relist the item from Odoo. The start date will reset.
|
||||
- :guilabel:`End item's listing` button: end a listing on eBay directly from Odoo.
|
||||
- **Unlink product listings**: users can unlink a product from the eBay listing; the listing will
|
||||
stay intact on eBay.
|
||||
|
||||
Setup required on Odoo prior to eBay setup
|
||||
==========================================
|
||||
|
||||
To link eBay with Odoo, install the eBay module by navigating to the Odoo dashboard and clicking
|
||||
into the :guilabel:`Apps` application. Search the term `eBay` and install the `eBay Connector`
|
||||
module.
|
||||
|
||||
The following items must be configured before eBay is set up:
|
||||
|
||||
- In Odoo, create and configure products that are intended to be listed in eBay. eBay does not
|
||||
import new products into Odoo. All products must first be created in Odoo, and then linked to
|
||||
listings.
|
||||
|
||||
- Odoo does not allow multiple eBay listings to be linked per product in Odoo. If the company
|
||||
sells the same product for multiple listings, follow these instructions:
|
||||
|
||||
- Set up one *base* product (noted in the :guilabel:`Component` field of the :abbr:`BoM (Bill
|
||||
of Materials)`) from which all eBay listings will pull from. This will be a storable product
|
||||
so stock can be kept. Highlighted in green below, this product will be included in the kit on
|
||||
each subsequent “linked” product below.
|
||||
|
||||
- Set up 2+ *linked* products (noted in the :guilabel:`Product` field of the :abbr:`BoM (Bill
|
||||
of Materials)`, one for each eBay listing. The product type will be determined by the
|
||||
company's accounting settings, as explained in the Odoo documentation. Highlighted in yellow
|
||||
below, each product should have a :guilabel:`BoM type` equal to :guilabel:`Kit` and have the
|
||||
base product as a :guilabel:`Component` of the kit. When this linked eBay product is sold, the
|
||||
delivery order created will have the base product listed in lieu of the linked product.
|
||||
|
||||
.. image:: setup/products-odoo.png
|
||||
:align: center
|
||||
:alt: Setting up bill of materials with base product and linked products.
|
||||
|
||||
.. seealso::
|
||||
:doc:`../../../inventory_and_mrp/manufacturing/basic_setup/bill_configuration/`
|
||||
|
||||
- eBay does not automatically create invoices for eBay orders that get pushed into Odoo. Set
|
||||
invoicing policy on eBay products: invoicing policy will dictate when the product can be invoiced.
|
||||
Since most eBay users collect payment before the product is shipped, “invoice on ordered” will
|
||||
allow users to mass create invoices for eBay orders every day.
|
||||
- Set the :guilabel:`Outgoing Shipments` route for the warehouse to :guilabel:`Deliver goods
|
||||
directly (1 step)`.
|
||||
|
||||
.. warning::
|
||||
When the :guilabel:`Outgoing Shipments` route is set to two or three steps, a known bug occurs:
|
||||
eBay wrongly marks orders as delivered when the pick operation in Odoo is confirmed. The
|
||||
expected behavior is to mark orders as delivered **after** the *delivery order* is confirmed.
|
||||
This mislabeling prevents tracking numbers in eBay from being imported onto the delivery order.
|
||||
- If the Accounting/Invoicing apps are installed, practice registering payment and reconciling
|
||||
invoices created from eBay orders with incoming eBay money.
|
||||
|
||||
.. seealso::
|
||||
:doc:`../../..//finance/accounting/bank/reconciliation`
|
||||
|
||||
- Generate a marketplace account deletion/closure notification token. To begin, navigate to
|
||||
:menuselection:`Sales app --> Configuration --> Settings`. Under the :guilabel:`eBay` heading,
|
||||
change the mode to :guilabel:`Production`, and input random text values for the
|
||||
:guilabel:`Production Cert Key`. Then click the :guilabel:`Generate Token` button under the
|
||||
:guilabel:`eBay Marketplace Account Deletion/Closure Notifications` section. This token will be
|
||||
used during the setup on eBay for the deletion/closure notifications configuration.
|
||||
|
||||
.. image:: setup/generate-token.png
|
||||
:align: center
|
||||
:alt: Generate a verification token in Odoo.
|
||||
|
||||
Set up on eBay
|
||||
==============
|
||||
|
||||
Set up eBay developer account
|
||||
-----------------------------
|
||||
|
||||
To start, create an eBay developer account via `eBay's developer portal
|
||||
<https://go.developer.ebay.com/>`_. This site requires a different login and password than the eBay
|
||||
account, though the same email address can be used to register. The verification to create a
|
||||
developer account is around 24 hours.
|
||||
|
||||
Set up eBay keyset
|
||||
------------------
|
||||
|
||||
Once the eBay developer account is created, set up an application on `eBay's developer portal
|
||||
<https://go.developer.ebay.com/>`_. Next, navigate to the :guilabel:`Hi [username]` heading at top
|
||||
right of screen, then from the drop-down menu options, click :guilabel:`Application Keysets`. Doing
|
||||
so opens a pop-up that prompts the user to :guilabel:`Enter Application Title` (up to fifty
|
||||
characters), and choose a development environment (:guilabel:`Sandbox` or :guilabel:`Production`).
|
||||
These two fields generate first keyset. This application title is not saved until the keyset is
|
||||
generated. Click on :guilabel:`Create a keyset` to generate the keyset.
|
||||
|
||||
.. warning::
|
||||
The newly created *production keyset* is disabled by default. Activate it by subscribing to the
|
||||
eBay Marketplace 'account deletion or closure notifications' or by applying to eBay for an
|
||||
exemption. Once enabled, the database can make 5000 calls per day using this keyset.
|
||||
|
||||
.. image:: setup/disabled-keyset.png
|
||||
:align: center
|
||||
:alt: Disabled keyset present after creating a keyset.
|
||||
|
||||
Configure account deletion / notification settings (Production)
|
||||
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
|
||||
|
||||
To configure notifications or delete the database on a production environment, navigate to the `eBay
|
||||
developer portal <https://go.developer.ebay.com/>`_. Configure the account deletion/notification
|
||||
settings in eBay by navigating to the `Hi [username]` at top right of screen, then
|
||||
:guilabel:`Application Keysets`.
|
||||
|
||||
Next, click the :guilabel:`marketplace deletion/account closure notification` option under the
|
||||
:guilabel:`Production` keyset column. Enter an email under :guilabel:`Email to notify if marketplace
|
||||
account deletion notification endpoint is down`. Click :guilabel:`Save` to enable the email.
|
||||
|
||||
Following this action, enter the :guilabel:`Marketplace account deletion notification endpoint` URL
|
||||
provided by Odoo. This HTTPs endpoint is found in Odoo by navigating to :menuselection:`Sales app
|
||||
--> Configuration --> Settings`, in the :guilabel:`eBay Marketplace Account Deletion/Closure
|
||||
Notifications` field.
|
||||
|
||||
Clicking the :guilabel:`Generate Token` button in Odoo below this field creates a verification token
|
||||
for the eBay production environment. In Odoo, :guilabel:`Copy` the newly created token and navigate
|
||||
to eBay to fill in the :guilabel:`Verification token` field. Click :guilabel:`Save` to enable the
|
||||
:guilabel:`Event Notification Delivery Method`.
|
||||
|
||||
.. image:: setup/account-closure.png
|
||||
:align: center
|
||||
:alt: Configuring account deletion / notification settings in eBay.
|
||||
|
||||
After completing the above fields, click :guilabel:`Send Test Notification` to test the new
|
||||
notifications. Proceed to the next step when the green check mark appears. Revisit the above
|
||||
settings if the test post is not as expected.
|
||||
|
||||
After configuring notification settings, go back to the :menuselection:`Application Keys` page to
|
||||
generate production keysets.
|
||||
|
||||
Creating the keyset
|
||||
~~~~~~~~~~~~~~~~~~~
|
||||
|
||||
A successful setup of the notifications enables the ability to create Production Keysets which are
|
||||
needed in the remainder of the Odoo configuration. Navigate back to the :menuselection:`Application
|
||||
Keys` page generate a production keyset.
|
||||
|
||||
The administrator is prompted to :menuselection:`Confirm the Primary Contact`. Enter or confirm the
|
||||
account owner (the person legally responsible for the eBay API License Agreement). Fill out
|
||||
:guilabel:`First Name`, :guilabel:`Last Name`, :guilabel:`Email`, :guilabel:`Phone`. Then, select
|
||||
either the :guilabel:`Individual` or :guilabel:`Business` options.
|
||||
|
||||
.. note::
|
||||
The provided email address or phone number does **not** have to match the account's. eBay uses
|
||||
this information to contacting the business or individual in case of issues with user tokens.
|
||||
Additional contacts can be added from the :guilabel:`Profile & Contacts` page on eBay.
|
||||
|
||||
Click on :guilabel:`Continue to Create Keys` to confirm the primary contact. The
|
||||
:guilabel:`Application Keys` populates in a new screen and an email is also sent to the developer
|
||||
account. An :guilabel:`App ID (Client ID)`, :guilabel:`Dev ID`, and :guilabel:`Cert ID (Client
|
||||
Secret)` all populate.
|
||||
|
||||
.. image:: setup/application-keys.png
|
||||
:align: center
|
||||
:alt: Application keys are populated after creating the app in eBay.
|
||||
|
||||
Copy these values down as they will be input into Odoo later in the process.
|
||||
|
||||
Create eBay user token
|
||||
----------------------
|
||||
|
||||
Now, create a *user token* in eBay by navigating to the `Hi [username]` at top right of screen,
|
||||
then :guilabel:`User Access Tokens`.
|
||||
|
||||
.. image:: setup/user-tokens.png
|
||||
:align: center
|
||||
:alt: Generate user token s on the eBay developer console.
|
||||
|
||||
Select the correct :guilabel:`Environment`: :guilabel:`Sandbox` for testing or
|
||||
:guilabel:`Production` for the live database. Maintain the same selection for all environment
|
||||
settings on both eBay and Odoo.
|
||||
|
||||
Next, select the radio button labeled :guilabel:`Auth'n'Auth`.
|
||||
|
||||
Choose :guilabel:`Sign in to Production` or :guilabel:`Sign in to Sandbox` to get a user token in
|
||||
the chosen environment. This button varies based on the selection made above for either
|
||||
:guilabel:`Sandbox` or :guilabel:`Production`.
|
||||
|
||||
Doing so triggers a a pop-up window to :guilabel:`Confirm your Legal Address`. Complete the required
|
||||
fields, which are :guilabel:`First Name`, :guilabel:`Last Name`, :guilabel:`Primary Email`,
|
||||
:guilabel:`Legal Address`, and :guilabel:`Account Type`. For :guilabel:`Account Type`, select either
|
||||
:guilabel:`Individual` or :guilabel:`Business`. To complete the confirmation, click :guilabel:`Sign
|
||||
into eBay to get a Token`.
|
||||
|
||||
.. note::
|
||||
eBay will contact this individual or business should there be any issues with the application
|
||||
keys. Other contacts can be added on the :menuselection:`Profile & Contacts` eBay page.
|
||||
|
||||
The administrator will be redirected to either a sandbox or production sign-in page for eBay. This
|
||||
login is different than the eBay developer's console, it is the eBay account where the items will be
|
||||
sold on. This email and/or login can differ from the eBay developer account.
|
||||
|
||||
Enter the :guilabel:`Email` or :guilabel:`Username` for the eBay account and sign into the eBay
|
||||
account.
|
||||
|
||||
.. important::
|
||||
Should an additional user be needed for the sandbox simulation, a test user needs to be created.
|
||||
Visit `eBay's Register for Sandbox form <https://developer.ebay.com/sandbox/register>`_. Detailed
|
||||
instructions can be found on eBay's help pages: `Create a test Sandbox user
|
||||
<https://developer.ebay.com/api-docs/static/gs_create-a-test-sandbox-user.html>`_.
|
||||
|
||||
Grant application access
|
||||
------------------------
|
||||
|
||||
After signing into the production or sandbox environment, eBay presents the administrator with an
|
||||
*agreement* to grant access to the user's eBay data.
|
||||
|
||||
Clicking :guilabel:`Agree` allows eBay to link the eBay account with the *application programming
|
||||
interface* (API). This agreement can be changed at any time by visiting eBay's account preferences.
|
||||
|
||||
.. warning::
|
||||
eBay has a timed sequence between signing in and agreeing to the terms for the :abbr:`API
|
||||
(Application Programming Interface)` linkage to the account. Once complete a :guilabel:`User
|
||||
Token` will populate on the :menuselection:`User Tokens` page.
|
||||
|
||||
A :guilabel:`User Token` will populate on the screen. Make sure to copy this token down as it will
|
||||
be used in the next steps along with the :guilabel:`Application Keyset`.
|
||||
|
||||
.. image:: setup/user-token.png
|
||||
:align: center
|
||||
:alt: Generated user token and API explorer link on the eBay developer console.
|
||||
|
||||
.. important::
|
||||
Signing in to the eBay account is necessary to create to the token. The eBay developer can also
|
||||
revoke the token by clicking on the :guilabel:`Revoke a Token` link.
|
||||
|
||||
API explorer
|
||||
------------
|
||||
|
||||
Now that the :guilabel:`Application Keyset` and :guilabel:`User Token` have been created, a test can
|
||||
be executed via the `API Explorer
|
||||
<https://developer.ebay.com/DevZone/build-test/test-tool/default.aspx>`_ to ensure that the
|
||||
:abbr:`API (Application Programming Interface)` is configured correctly. This test will execute a
|
||||
simple search using the :abbr:`API (Application Programming Interface)`.
|
||||
|
||||
To begin the :abbr:`API (Application Programming Interface)` test, click on :guilabel:`Get OAuth
|
||||
Application Token`. This will populate the key into the :guilabel:`Token` field.
|
||||
|
||||
A basic search function is set to execute. Click on :guilabel:`Execute` to complete the test. A
|
||||
successful test will respond with a :guilabel:`Call Response` of `200 OK` with a corresponding
|
||||
:guilabel:`Time`.
|
||||
|
||||
Entering credentials into Odoo
|
||||
==============================
|
||||
|
||||
The previously copied :guilabel:`User Token` and :guilabel:`Application Keyset` are now ready to be
|
||||
entered into the Odoo database.
|
||||
|
||||
Navigate back the eBay settings in Odoo (:menuselection:`Sales app --> Configuration --> Settings
|
||||
--> eBay`) and paste the following credentials from eBay into the corresponding fields in Odoo.
|
||||
|
||||
.. list-table::
|
||||
:header-rows: 1
|
||||
:stub-columns: 1
|
||||
|
||||
* - Platform
|
||||
- Dev Key/ID
|
||||
- Token
|
||||
- App Key/ID
|
||||
- Cert Key/ID
|
||||
* - eBay
|
||||
- Dev ID
|
||||
- User Token
|
||||
- App ID (Client ID)
|
||||
- Cert ID (Client Secret)
|
||||
* - Odoo
|
||||
- Developer Key
|
||||
- Production/Sandbox Token
|
||||
- Production/Sandbox App Key
|
||||
- Production/Sandbox Cert Key
|
||||
|
||||
.. important::
|
||||
The :guilabel:`Application Keyset` can be accessed by going to `eBay's developer portal
|
||||
<https://go.developer.ebay.com/>`_ and navigate to the `Hi [username]` at top right of screen,
|
||||
then click on :guilabel:`Application Keysets`. Get to the *User Token* in eBay by navigating to
|
||||
the `Hi [username]` at top right of screen, then :guilabel:`User Access Tokens` and click on
|
||||
:guilabel:`Sign in to Sandbox`. The :guilabel:`User Token` can also be accessed by clicking on
|
||||
:guilabel:`User Tokens` from the :menuselection:`Application Keys` page.
|
||||
|
||||
Confirm that the setup is correct by saving the credentials in Odoo. Once the initial setup is
|
||||
complete, a new menu tab in products will appear called `eBay` with the option to :guilabel:`Sell on
|
||||
eBay`. See the :doc:`manage` documentation on how to list products.
|
||||
|
||||
.. tip::
|
||||
Sync product categories by clicking :guilabel:`Product Categories`. After syncing, a new menu
|
||||
item, `eBay Category`, appears available for products to be configured with. These eBay
|
||||
categories are imported from the Odoo database and are available when listing an item on eBay
|
||||
through Odoo.
|
||||
|
||||
.. important::
|
||||
If Product Categories beyond four paths are required, users will need to manually add those
|
||||
paths. This has historically been done by getting a list of all product categories beyond four
|
||||
paths, manually importing them into the Product Category model in Odoo, and then linking them
|
||||
individually to the product.
|
||||
|
||||
.. seealso::
|
||||
Now that the setup is complete, proceed to either:
|
||||
|
||||
- :doc:`Create listings <manage>`
|
||||
- :doc:`Link existing listings <linking_listings>`
|
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Before Width: | Height: | Size: 6.5 KiB |
@ -1,129 +0,0 @@
|
||||
==============================
|
||||
Troubleshooting eBay connector
|
||||
==============================
|
||||
|
||||
.. seealso::
|
||||
To learn more about the eBay connector visit these pages as well:
|
||||
|
||||
- :doc:`setup`
|
||||
- :doc:`manage`
|
||||
- :doc:`linking_listings`
|
||||
|
||||
Accept account deletion notifications
|
||||
=====================================
|
||||
|
||||
Since September 2021, **eBay requires supporting customer account deletion/closure notifications**.
|
||||
As such, when eBay receives an account request for deletion, all eBay partners must confirm the
|
||||
reception of the request and take further action if necessary.
|
||||
|
||||
Odoo has a notification endpoint to receive those notifications, confirm the reception of the
|
||||
request, and handle the first set of actions to anonymize the account details in *Contacts* and
|
||||
remove the customer's access to the portal.
|
||||
|
||||
.. important::
|
||||
Make sure to correctly :ref:`set up the subscription to the marketplace account deletion
|
||||
notifications <ebay/subscribe-account-deletion-notifications>` as eBay may temporarily disable
|
||||
the related eBay account until the subscription is completed.
|
||||
|
||||
Verify the installation of Odoo is up to date
|
||||
---------------------------------------------
|
||||
|
||||
In order to activate the endpoint, the module *eBay Connector - Account Deletion* must be installed.
|
||||
If the Odoo database was first created after September 2021, the module is installed automatically
|
||||
and the administrator can proceed to the :ref:`next step <ebay/retrieve-endpoint-details>`.
|
||||
|
||||
Update Odoo to the latest release
|
||||
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
|
||||
|
||||
The notification endpoint is made available through a new Odoo module; to be able to install it, the
|
||||
administrator must make sure that the Odoo source code is up-to-date.
|
||||
|
||||
- If the company uses Odoo on Odoo.com or Odoo.sh platform, the code is already up-to-date, so
|
||||
proceed to the next step.
|
||||
- If the company uses Odoo with an on-premise setup or through a partner, then the administrator
|
||||
must update the installation as detailed in :doc:`this documentation page
|
||||
</administration/on_premise/update>` or by contacting an integrating partner.
|
||||
|
||||
Update the list of available modules
|
||||
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
|
||||
|
||||
New modules must be *discovered* by the Odoo instance to be available in the :menuselection:`Apps`
|
||||
menu.
|
||||
|
||||
To do so, activate the :ref:`developer mode <developer-mode>`, and go to :menuselection:`Apps ->
|
||||
Update Apps List`. A wizard will ask for confirmation.
|
||||
|
||||
Install the eBay Connector - Account Deletion update
|
||||
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
|
||||
|
||||
.. warning::
|
||||
**Never** install new modules in the production database without testing them in a duplicate or
|
||||
staging environment. For Odoo.com customers, a duplicate database can be created from the
|
||||
database management page. For Odoo.sh users, the administrator should use a staging or duplicate
|
||||
database. For on-premise users, the administrator should use a staging environment - contact the
|
||||
integrating partner for more information regarding how to test a new module in a particular
|
||||
setup.
|
||||
|
||||
To install the module, go to the :menuselection:`Apps` menu, remove the `Apps` search facet and
|
||||
search for `eBay`. If the module *eBay Connector - Account Deletion* is present and marked as
|
||||
installed, the Odoo database is already up-to-date and the administrator can proceed with the next
|
||||
step. If it is not yet installed, install it now.
|
||||
|
||||
.. _ebay/retrieve-endpoint-details:
|
||||
|
||||
Retrieve endpoint details from Odoo
|
||||
-----------------------------------
|
||||
|
||||
The endpoint details can be found in :menuselection:`Sales --> Configuration --> Settings --> eBay`.
|
||||
First, input random text values for the :guilabel:`Production App Key` and for the
|
||||
:guilabel:`Production Cert Key`. Click on :guilabel:`Generate Token` to retrieve the
|
||||
:guilabel:`Verification Token`.
|
||||
|
||||
.. image:: troubleshooting/generate-token.png
|
||||
:align: center
|
||||
:alt: Generate a verification token in Odoo.
|
||||
|
||||
.. _ebay/subscribe-account-deletion-notifications:
|
||||
|
||||
Subscribe to account deletion notifications
|
||||
-------------------------------------------
|
||||
|
||||
Navigate to the `eBay developer portal <https://go.developer.ebay.com/>`_. Configure the account
|
||||
deletion/notification settings in eBay by navigating to the `Hi [username]` at the top right of
|
||||
screen, then go to :guilabel:`Alerts & Notifications`.
|
||||
|
||||
.. image:: troubleshooting/ebay-your-account.png
|
||||
:align: center
|
||||
:alt: Overview of the Alerts & Notifications dashboard of eBay
|
||||
|
||||
To subscribe to deletion/closure notifications, eBay needs a few details:
|
||||
|
||||
- An *email address* to send notifications to if the endpoint is unreachable.
|
||||
- The *endpoint details*:
|
||||
|
||||
- The URL to Odoo's account deletion notification endpoint
|
||||
- A verification token
|
||||
|
||||
.. image:: troubleshooting/ebay-notification-endpoint.png
|
||||
:align: center
|
||||
:alt: Dedicated fields to enter the endpoint details
|
||||
|
||||
.. tip::
|
||||
The administrator can edit the last two fields once the email address field is filled out.
|
||||
|
||||
Verify the connectivity with the endpoint
|
||||
-----------------------------------------
|
||||
|
||||
After setting the retrieved endpoint details in eBay's dashboard, consider testing the connectivity
|
||||
with the :guilabel:`Send Test Notification` button.
|
||||
|
||||
The following confirmation message should be received: "A test notification was sent successfully!"
|
||||
|
||||
.. image:: troubleshooting/test-notification.png
|
||||
:align: center
|
||||
:alt: Button to send test notification
|
||||
|
||||
.. seealso::
|
||||
- :doc:`/applications/sales/sales/ebay_connector/manage`
|
||||
- :doc:`/applications/sales/sales/ebay_connector/linking_listings`
|
||||
- :doc:`/applications/sales/sales/ebay_connector/setup`
|
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@ -69,8 +69,6 @@ based).
|
||||
|
||||
To the far right, there are two columns, which can be toggled on or off:
|
||||
|
||||
- :guilabel:`Use on eBay`: this currency can be used with the connected eBay account (if
|
||||
applicable).
|
||||
- :guilabel:`Active`: this currency is activated, which means it can be added to a pricelist, or
|
||||
used as the main currency of the company, if desired (via :menuselection:`Accounting app -->
|
||||
Configuration --> Settings --> Currencies section`).
|
||||
@ -104,9 +102,6 @@ a green switch, and *off* is indicated with a grey switch.
|
||||
On the right of the currency detail form, the appropriate :guilabel:`Currency Unit` (e.g. `Dollars`)
|
||||
and :guilabel:`Currency Subunit` (e.g. `Cents`) can be found.
|
||||
|
||||
If the currency is meant to be used for eBay purposes, toggle the :guilabel:`Use on eBay` option to
|
||||
the desired activation.
|
||||
|
||||
Next, under the :guilabel:`Rates` tab, the various conversion rates can be viewed, added, or
|
||||
deleted. Each row shows the :guilabel:`Date` of that specific rate, the :guilabel:`Company` to which
|
||||
it is connected, followed by the :guilabel:`Unit per...` and :guilabel:`...per Unit`.
|
||||
@ -155,9 +150,6 @@ Then, toggle the currency's availability with the :guilabel:`Active` toggle swit
|
||||
On the right of the currency detail form, enter the appropriate :guilabel:`Currency Unit` (e.g.
|
||||
`Dollars`) and appropriate :guilabel:`Currency Subunit` (e.g. `Cents`).
|
||||
|
||||
If the currency is meant to be used for eBay purposes, toggle the :guilabel:`Use on eBay` to the
|
||||
desired activation.
|
||||
|
||||
Next, under the :guilabel:`Rates` tab, add a new rate by clicking :guilabel:`Add a line`. Then,
|
||||
proceed to confirm and adjust the :guilabel:`Date`, :guilabel:`Company`, :guilabel:`Unit per...`,
|
||||
and :guilabel:`...per Unit` fields to ensure all the auto-populated information is accurate.
|
||||
|