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[IMP] sales: updated amazon order management

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closes odoo/documentation#7378

Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
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KC (ksc) 2023-11-08 13:10:10 -08:00 committed by Zachary Straub (ZST)
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content/applications/sales/sales/amazon_connector/manage.rst
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============================ =======================
Manage Amazon orders in Odoo Amazon order management
============================ =======================
Synchronization of orders Order synchronization
========================= =====================
Orders are automatically fetched from Amazon, and synchronized in Odoo, at regular intervals.
Orders are automatically fetched from Amazon and synchronized in Odoo at regular intervals.
The synchronization is based on the Amazon status: only orders whose status has changed since the The synchronization is based on the Amazon status: only orders whose status has changed since the
last synchronization are fetched from Amazon. For **FBA** (Fulfilled by Amazon), only **Shipped** last synchronization are fetched from Amazon. This includes changes on either end (Amazon or Odoo).
and **Canceled** orders are fetched. For **FBM** (Fulfilled by Merchant), the same is done for
**Unshipped** and **Canceled** orders. For each synchronized order, a sales order and a customer are
created in Odoo if they are not yet registered.
When an order is canceled in Amazon and was already synchronized in Odoo, the corresponding sales For *FBA* (Fulfilled by Amazon), only *Shipped* and *Canceled* orders are fetched.
order is automatically canceled in Odoo.
For *FBM* (Fulfilled by Merchant), the same is done for *Unshipped* and *Canceled* orders. For each
synchronized order, a sales order and customer are created in Odoo (if the customer is not already
registered in the database).
.. note:: .. note::
To force the synchronization of an order whose status has not changed since the last When an order is canceled in Amazon, and was already synchronized in Odoo, the corresponding
synchronization, activate the :ref:`developer mode <developer-mode>`, navigate to your Amazon sales order is automatically canceled in Odoo.
account and modify the date under :menuselection:`Orders Follow-up --> Last Order Sync`. Pick a
date anterior to the last status change of the order that you wish to synchronize and save. Force synchronization
=====================
In order to force the synchronization of an order, whose status has **not** changed since the
previous synchronization, start by activating the :ref:`developer mode <developer-mode>`. This
includes changes on either end (Amazon or Odoo).
Then, navigate to the Amazon account in Odoo (:menuselection:`Sales app --> Configuration -->
Settings --> Connectors --> Amazon Sync --> Amazon Accounts`), and modify the date under
:menuselection:`Orders Follow-up --> Last Order Sync`.
Be sure to pick a date that occurs prior to the last status change of the desired order to
synchronize and save. This will ensure synchronization occurs correctly.
.. tip:: .. tip::
To synchronize immediately the orders of your Amazon account switch to :ref:`developer mode To immediately synchronize the orders of an Amazon account, switch to :ref:`developer mode
<developer-mode>`, head to your Amazon account and click on **SYNC ORDERS**. The same can be done <developer-mode>`, head to the Amazon account in Odoo, and click :guilabel:`Sync Orders`. The
with pickings by clicking on **SYNC PICKINGS**. same can be done with pickings by clicking :guilabel:`Sync Pickings`.
Manage deliveries in FBM Manage deliveries in FBM
======================== ========================
When a **FBM** (Fulfilled by Merchant) order is synchronized in Odoo, a picking is created along Whenever an FBM (Fulfilled by Merchant) order is synchronized in Odoo, a picking is instantly
with the sales order and the customer. You can either ship all the ordered products to your customer created in the *Inventory* app, along with a sales order and customer record. Then, decide to either
at once or ship products partially by using backorders. ship all the ordered products to the customer at once, or ship products partially using backorders.
When a picking related to the order is confirmed, a notification is sent to Amazon who will, in When a picking related to the order is confirmed, a notification is then sent to Amazon, who, in
turn, notify the customer that the order (or a part of it) is on its way. turn, notifies the customer that the order (or a part of it) is on its way.
.. important:: .. important::
Amazon requires to provide a tracking reference with each delivery. You'll need to assign a Amazon requires users to provide a tracking reference with each delivery. This is needed to
carrier. If the carrier doesn't automatically provide a tracking reference, you'll need to set assign a carrier.
one manually. This concerns all marketplaces.
If the carrier doesn't automatically provide a tracking reference, one must be set manually. This
rule applies to all Amazon marketplaces.
.. tip:: .. tip::
- If your chosen carrier isn't one supported by Odoo, you can still create a carrier bearing its If the chosen carrier isn't supported by Odoo, a carrier with the same name can still be created
name (e.g. create a carrier named `Colissimo`). This name is case insensitive, but be careful (e.g. create a carrier named `easyship`). The name used is **not** case sensitive, but be mindful
about typos, as Amazon won't recognize them. to avoid typos. If there are typos, Amazon will **not** recognize them. Next, create a delivery
- Create a delivery carrier named `Self Delivery` to inform Amazon that you make your own carrier named `Self Delivery` to inform Amazon that the user will make the deliveries. Even with
deliveries. You still have to enter a tracking reference. this route, a tracking reference still **must** be entered. Remember, the customer is notified by
- Keep in mind that the customer is notified by email about the delivery, and the carrier and email about the delivery, and the carrier, along with the tracking reference, are displayed in
tracking reference are displayed in the email to the customer. the email to the customer.
.. seealso:: .. seealso::
- :doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper` :doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper`
.. _manage/manage_delivery_errors: .. _manage/manage_delivery_errors:
@ -77,71 +93,103 @@ corrected in Odoo, synchronize the shipment again using the :guilabel:`Retry Ama
Follow deliveries in FBA Follow deliveries in FBA
======================== ========================
When a **FBA** (Fulfilled by Amazon) order is synchronized in Odoo, a stock move is recorded for When an FBA (Fulfilled by Amazon) order is synchronized in Odoo, a stock move is recorded in the
each sales order item so that it is saved in your system. Inventory managers can find such moves *Inventory* app for each sales order item. That way, it's saved in the system.
in :menuselection:`Inventory --> Reporting --> Product Moves`. They pick up products in a specific
inventory location called **Amazon**. This location represents your stock in Amazon's warehouses Inventory managers can access these stock moves by navigating to :menuselection:`Inventory app -->
and allows you to manage the stock of your products under the FBA program. Reporting --> Moves History`.
For FBA orders, the stock move is automatically created in Odoo by the Amazon connector, thanks to
the shipping status of Amazon. When sending new products to Amazon, the user should manually create
a picking (delivery order) to transfer these products from their warehouse to the Amazon location.
.. tip:: .. tip::
To follow your Amazon (FBA) stock in Odoo, you can make an inventory adjustment after To follow *Amazon (FBA)* stock in Odoo, make an inventory adjustment after replenishing stock. An
replenishing it. You can also trigger an automated replenishment from reordering rules on the automated replenishment from reordering rules can also be triggered on the Amazon location.
Amazon location.
.. tip:: The Amazon location is configurable by accessing the Amazon account managed in Odoo. To access
The Amazon location is configurable by Amazon account managed in Odoo. All accounts of the same Amazon accounts in Odoo navigate to :menuselection:`Sales app --> Configuration --> Settings -->
company use the same location by default. It is however possible to follow the stock by Connectors --> Amazon Sync --> Amazon Accounts`.
marketplace. First, remove the marketplace for which you want to follow the stock separately from
the list of synchronized marketplaces. Then, create another registration for this account and
remove all marketplaces, except the one to isolate from the others. Finally, assign another stock
location to the second registration of your account.
Issue invoices and register payments All accounts of the same company use the same Amazon location, by default. However, it is possible
==================================== to follow the stock filtered by marketplace.
To do that, first remove the marketplace, where the desired stock to follow separately can be found,
from the list of synchronized marketplaces, which can be found by navigating to
:menuselection:`Sales app --> Configuration --> Settings --> Connectors --> Amazon Sync --> Amazon
Accounts`.
Next, create another registration for this account, and remove all marketplaces--- **except** the
marketplace this is desired to be isolated from the others.
Lastly, assign another stock location to the second registration of the account.
Invoice and register payments
=============================
Issue invoices Issue invoices
-------------- --------------
Sending invoices to Amazon customers directly from Odoo is not feasible due to Amazon's policy of Due to Amazon's policy of not sharing customer email addresses, it is **not** possible to send
not sharing customer email addresses. Instead, it is possible to manually upload the invoices invoices directly to Amazon customers from Odoo. However, it **is** possible to manually upload the
generated on Odoo to the Amazon backend. generated invoices from Odoo to the Amazon back-end.
In addition, for your B2B clients, it is currently required to manually retrieve VAT numbers from Additionally, for B2B clients, it is currently required to manually retrieve VAT numbers from the
the Amazon backend before creating the invoice in Odoo. Amazon back-end **before** creating an invoice in Odoo.
.. note::
For :doc:`TaxCloud <../../../finance/accounting/taxes/taxcloud>` users: invoices created from
Amazon sales orders are **not** synchronized with TaxCloud, since Amazon already includes them in
its own tax report to TaxCloud.
.. warning::
TaxCloud integration will be decommissioned in Odoo 17+.
Register payments Register payments
----------------- -----------------
As customers pay Amazon as an intermediary, creating a dedicated *Bank* journal (for example, named Since customers pay Amazon as an intermediary, creating a dedicated *Bank* journal (e.g. named
`Amazon payments`) with a dedicated *Bank and Cash* intermediary account is recommended. `Amazon Payments`), with a dedicated *Bank and Cash* intermediary account is recommended.
In addition, as Amazon makes a single monthly payment, selecting all the invoices linked to a single Additionally, as Amazon makes a single monthly payment, selecting all the invoices linked to a
payment is necessary when registering payments. Use the dedicated `Amazon payments` single payment is necessary when registering payments.
:guilabel:`Journal` and select :guilabel:`Batch Deposit` as the :guilabel:`Payment Method`. Then,
select all the payments generated and click :menuselection:`Actions --> Create batch payment --> To do that, use the appropriate :guilabel:`Journal` dedicated to Amazon payments, and select
Validate`. :guilabel:`Batch Deposit` as the :guilabel:`Payment Method`.
Then, select all the generated payments, and click :menuselection:`Actions --> Create batch payment
--> Validate`.
.. tip:: .. tip::
The same can be done with vendor bills from Amazon dedicated to commissions. When the balance is This same action can be performed with vendor bills from Amazon dedicated to commissions.
received in the bank account at the end of the month and the banks statements are recorded,
credit the Amazon intermediary account by the amount received.
Follow your Amazon sales in sales reporting When the balance is received in the bank account at the end of the month, and the bank statements
=========================================== are recorded, credit the Amazon intermediary account by the amount received.
As a sales team is set on your account under the tab **Order Follow-up**, this helps you give quick Follow Amazon sales in sales reporting
glances at the figures in just a few clicks in Sales reporting. By default, your account's sales ======================================
team is shared between all of your company's accounts.
If you wish, you can change the sales team on your account for another to perform a separate On the Amazon account profile in Odoo, a sales team is set under the :guilabel:`Order Follow-up`
tab.
This gives quick access to important metrics related to sales reporting. By default, the Amazon
account's sales team is shared between all of the company's accounts.
If desired, the sales team on the account can be changed for another, in order to perform a separate
reporting for the sales of this account. reporting for the sales of this account.
.. tip:: .. tip::
It is also possible to perform reporting on a per-marketplace basis in a similar fashion. First, It is also possible to perform reporting on a per-marketplace basis.
remove the marketplace you wish to track separately from the list of synchronized marketplaces.
Then, create another registration for this account and remove all marketplaces, except the one to First, remove the desired marketplace from the list of synchronized marketplaces.
isolate from the others. Finally, assign another sales team to one of the two registrations of
your account. To access the list of synchronized marketplaces in Odoo, navigate to :menuselection:`Sales app
--> Configuration --> Settings --> Connectors --> Amazon Sync --> Amazon Accounts`.
Then, create another registration for this account, and remove all other marketplaces **except**
the one to isolate.
Lastly, assign another sales team to one of the two registrations of the account.
.. seealso:: .. seealso::
- :doc:`features` - :doc:`features`