[IMP] sales: updated amazon order management
closes odoo/documentation#7378 Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
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KC (ksc)
Zachary Straub (ZST)
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============================
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Manage Amazon orders in Odoo
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============================
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=======================
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Amazon order management
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=======================
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Synchronization of orders
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=========================
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Order synchronization
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=====================
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Orders are automatically fetched from Amazon, and synchronized in Odoo, at regular intervals.
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Orders are automatically fetched from Amazon and synchronized in Odoo at regular intervals.
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The synchronization is based on the Amazon status: only orders whose status has changed since the
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last synchronization are fetched from Amazon. For **FBA** (Fulfilled by Amazon), only **Shipped**
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and **Canceled** orders are fetched. For **FBM** (Fulfilled by Merchant), the same is done for
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**Unshipped** and **Canceled** orders. For each synchronized order, a sales order and a customer are
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created in Odoo if they are not yet registered.
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last synchronization are fetched from Amazon. This includes changes on either end (Amazon or Odoo).
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When an order is canceled in Amazon and was already synchronized in Odoo, the corresponding sales
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order is automatically canceled in Odoo.
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For *FBA* (Fulfilled by Amazon), only *Shipped* and *Canceled* orders are fetched.
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For *FBM* (Fulfilled by Merchant), the same is done for *Unshipped* and *Canceled* orders. For each
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synchronized order, a sales order and customer are created in Odoo (if the customer is not already
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registered in the database).
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.. note::
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To force the synchronization of an order whose status has not changed since the last
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synchronization, activate the :ref:`developer mode <developer-mode>`, navigate to your Amazon
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account and modify the date under :menuselection:`Orders Follow-up --> Last Order Sync`. Pick a
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date anterior to the last status change of the order that you wish to synchronize and save.
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When an order is canceled in Amazon, and was already synchronized in Odoo, the corresponding
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sales order is automatically canceled in Odoo.
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Force synchronization
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=====================
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In order to force the synchronization of an order, whose status has **not** changed since the
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previous synchronization, start by activating the :ref:`developer mode <developer-mode>`. This
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includes changes on either end (Amazon or Odoo).
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Then, navigate to the Amazon account in Odoo (:menuselection:`Sales app --> Configuration -->
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Settings --> Connectors --> Amazon Sync --> Amazon Accounts`), and modify the date under
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:menuselection:`Orders Follow-up --> Last Order Sync`.
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Be sure to pick a date that occurs prior to the last status change of the desired order to
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synchronize and save. This will ensure synchronization occurs correctly.
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.. tip::
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To synchronize immediately the orders of your Amazon account switch to :ref:`developer mode
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<developer-mode>`, head to your Amazon account and click on **SYNC ORDERS**. The same can be done
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with pickings by clicking on **SYNC PICKINGS**.
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To immediately synchronize the orders of an Amazon account, switch to :ref:`developer mode
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<developer-mode>`, head to the Amazon account in Odoo, and click :guilabel:`Sync Orders`. The
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same can be done with pickings by clicking :guilabel:`Sync Pickings`.
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Manage deliveries in FBM
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========================
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When a **FBM** (Fulfilled by Merchant) order is synchronized in Odoo, a picking is created along
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with the sales order and the customer. You can either ship all the ordered products to your customer
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at once or ship products partially by using backorders.
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Whenever an FBM (Fulfilled by Merchant) order is synchronized in Odoo, a picking is instantly
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created in the *Inventory* app, along with a sales order and customer record. Then, decide to either
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ship all the ordered products to the customer at once, or ship products partially using backorders.
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When a picking related to the order is confirmed, a notification is sent to Amazon who will, in
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turn, notify the customer that the order (or a part of it) is on its way.
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When a picking related to the order is confirmed, a notification is then sent to Amazon, who, in
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turn, notifies the customer that the order (or a part of it) is on its way.
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.. important::
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Amazon requires to provide a tracking reference with each delivery. You'll need to assign a
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carrier. If the carrier doesn't automatically provide a tracking reference, you'll need to set
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one manually. This concerns all marketplaces.
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Amazon requires users to provide a tracking reference with each delivery. This is needed to
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assign a carrier.
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If the carrier doesn't automatically provide a tracking reference, one must be set manually. This
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rule applies to all Amazon marketplaces.
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.. tip::
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- If your chosen carrier isn't one supported by Odoo, you can still create a carrier bearing its
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name (e.g. create a carrier named `Colissimo`). This name is case insensitive, but be careful
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about typos, as Amazon won't recognize them.
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- Create a delivery carrier named `Self Delivery` to inform Amazon that you make your own
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deliveries. You still have to enter a tracking reference.
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- Keep in mind that the customer is notified by email about the delivery, and the carrier and
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tracking reference are displayed in the email to the customer.
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If the chosen carrier isn't supported by Odoo, a carrier with the same name can still be created
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(e.g. create a carrier named `easyship`). The name used is **not** case sensitive, but be mindful
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to avoid typos. If there are typos, Amazon will **not** recognize them. Next, create a delivery
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carrier named `Self Delivery` to inform Amazon that the user will make the deliveries. Even with
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this route, a tracking reference still **must** be entered. Remember, the customer is notified by
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email about the delivery, and the carrier, along with the tracking reference, are displayed in
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the email to the customer.
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.. seealso::
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- :doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper`
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:doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper`
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.. _manage/manage_delivery_errors:
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@ -77,71 +93,103 @@ corrected in Odoo, synchronize the shipment again using the :guilabel:`Retry Ama
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Follow deliveries in FBA
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========================
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When a **FBA** (Fulfilled by Amazon) order is synchronized in Odoo, a stock move is recorded for
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each sales order item so that it is saved in your system. Inventory managers can find such moves
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in :menuselection:`Inventory --> Reporting --> Product Moves`. They pick up products in a specific
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inventory location called **Amazon**. This location represents your stock in Amazon's warehouses
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and allows you to manage the stock of your products under the FBA program.
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When an FBA (Fulfilled by Amazon) order is synchronized in Odoo, a stock move is recorded in the
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*Inventory* app for each sales order item. That way, it's saved in the system.
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Inventory managers can access these stock moves by navigating to :menuselection:`Inventory app -->
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Reporting --> Moves History`.
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For FBA orders, the stock move is automatically created in Odoo by the Amazon connector, thanks to
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the shipping status of Amazon. When sending new products to Amazon, the user should manually create
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a picking (delivery order) to transfer these products from their warehouse to the Amazon location.
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.. tip::
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To follow your Amazon (FBA) stock in Odoo, you can make an inventory adjustment after
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replenishing it. You can also trigger an automated replenishment from reordering rules on the
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Amazon location.
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To follow *Amazon (FBA)* stock in Odoo, make an inventory adjustment after replenishing stock. An
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automated replenishment from reordering rules can also be triggered on the Amazon location.
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.. tip::
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The Amazon location is configurable by Amazon account managed in Odoo. All accounts of the same
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company use the same location by default. It is however possible to follow the stock by
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marketplace. First, remove the marketplace for which you want to follow the stock separately from
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the list of synchronized marketplaces. Then, create another registration for this account and
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remove all marketplaces, except the one to isolate from the others. Finally, assign another stock
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location to the second registration of your account.
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The Amazon location is configurable by accessing the Amazon account managed in Odoo. To access
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Amazon accounts in Odoo navigate to :menuselection:`Sales app --> Configuration --> Settings -->
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Connectors --> Amazon Sync --> Amazon Accounts`.
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Issue invoices and register payments
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====================================
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All accounts of the same company use the same Amazon location, by default. However, it is possible
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to follow the stock filtered by marketplace.
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To do that, first remove the marketplace, where the desired stock to follow separately can be found,
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from the list of synchronized marketplaces, which can be found by navigating to
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:menuselection:`Sales app --> Configuration --> Settings --> Connectors --> Amazon Sync --> Amazon
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Accounts`.
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Next, create another registration for this account, and remove all marketplaces--- **except** the
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marketplace this is desired to be isolated from the others.
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Lastly, assign another stock location to the second registration of the account.
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Invoice and register payments
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=============================
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Issue invoices
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--------------
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Sending invoices to Amazon customers directly from Odoo is not feasible due to Amazon's policy of
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not sharing customer email addresses. Instead, it is possible to manually upload the invoices
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generated on Odoo to the Amazon backend.
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Due to Amazon's policy of not sharing customer email addresses, it is **not** possible to send
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invoices directly to Amazon customers from Odoo. However, it **is** possible to manually upload the
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generated invoices from Odoo to the Amazon back-end.
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In addition, for your B2B clients, it is currently required to manually retrieve VAT numbers from
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the Amazon backend before creating the invoice in Odoo.
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Additionally, for B2B clients, it is currently required to manually retrieve VAT numbers from the
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Amazon back-end **before** creating an invoice in Odoo.
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.. note::
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For :doc:`TaxCloud <../../../finance/accounting/taxes/taxcloud>` users: invoices created from
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Amazon sales orders are **not** synchronized with TaxCloud, since Amazon already includes them in
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its own tax report to TaxCloud.
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.. warning::
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TaxCloud integration will be decommissioned in Odoo 17+.
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Register payments
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-----------------
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As customers pay Amazon as an intermediary, creating a dedicated *Bank* journal (for example, named
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`Amazon payments`) with a dedicated *Bank and Cash* intermediary account is recommended.
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Since customers pay Amazon as an intermediary, creating a dedicated *Bank* journal (e.g. named
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`Amazon Payments`), with a dedicated *Bank and Cash* intermediary account is recommended.
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In addition, as Amazon makes a single monthly payment, selecting all the invoices linked to a single
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payment is necessary when registering payments. Use the dedicated `Amazon payments`
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:guilabel:`Journal` and select :guilabel:`Batch Deposit` as the :guilabel:`Payment Method`. Then,
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select all the payments generated and click :menuselection:`Actions --> Create batch payment -->
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Validate`.
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Additionally, as Amazon makes a single monthly payment, selecting all the invoices linked to a
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single payment is necessary when registering payments.
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To do that, use the appropriate :guilabel:`Journal` dedicated to Amazon payments, and select
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:guilabel:`Batch Deposit` as the :guilabel:`Payment Method`.
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Then, select all the generated payments, and click :menuselection:`Actions --> Create batch payment
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--> Validate`.
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.. tip::
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The same can be done with vendor bills from Amazon dedicated to commissions. When the balance is
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received in the bank account at the end of the month and the banks statements are recorded,
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credit the Amazon intermediary account by the amount received.
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This same action can be performed with vendor bills from Amazon dedicated to commissions.
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Follow your Amazon sales in sales reporting
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===========================================
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When the balance is received in the bank account at the end of the month, and the bank statements
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are recorded, credit the Amazon intermediary account by the amount received.
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As a sales team is set on your account under the tab **Order Follow-up**, this helps you give quick
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glances at the figures in just a few clicks in Sales reporting. By default, your account's sales
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team is shared between all of your company's accounts.
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Follow Amazon sales in sales reporting
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======================================
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If you wish, you can change the sales team on your account for another to perform a separate
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On the Amazon account profile in Odoo, a sales team is set under the :guilabel:`Order Follow-up`
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tab.
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This gives quick access to important metrics related to sales reporting. By default, the Amazon
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account's sales team is shared between all of the company's accounts.
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If desired, the sales team on the account can be changed for another, in order to perform a separate
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reporting for the sales of this account.
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.. tip::
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It is also possible to perform reporting on a per-marketplace basis in a similar fashion. First,
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remove the marketplace you wish to track separately from the list of synchronized marketplaces.
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Then, create another registration for this account and remove all marketplaces, except the one to
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isolate from the others. Finally, assign another sales team to one of the two registrations of
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your account.
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It is also possible to perform reporting on a per-marketplace basis.
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First, remove the desired marketplace from the list of synchronized marketplaces.
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To access the list of synchronized marketplaces in Odoo, navigate to :menuselection:`Sales app
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--> Configuration --> Settings --> Connectors --> Amazon Sync --> Amazon Accounts`.
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Then, create another registration for this account, and remove all other marketplaces **except**
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the one to isolate.
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Lastly, assign another sales team to one of the two registrations of the account.
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.. seealso::
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- :doc:`features`
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