[ADD] sale_amazon: Amazon connector

This commit adds a complete documentation for the configuration and management of the Amazon connector in the Sales app.
This commit is contained in:
Antoine Vandevenne (anv) 2019-08-20 18:28:12 +02:00
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sales/send_quotations
sales/invoicing
sales/products_prices
sales/sale_amazon
sales/sale_ebay
sales/advanced

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sales/sale_amazon.rst Normal file
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====================
Amazon MWS Connector
====================
.. toctree::
:titlesonly:
sale_amazon/setup
sale_amazon/manage

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============================
Manage Amazon orders in Odoo
============================
Synchronization of orders
=========================
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
last synchronization are fetched from Amazon. For **FBA** (Fulfilled by Amazon), only **Shipped**
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.
.. note :: If you did not request access to Personally Identifiable Information of your customers
in the `Developer Registration and Assessment form <setup.html#developer-form>`_, the
customers are created anonymously (the name, postal address and phone number are omitted)
and named **Amazon Customer**.
When an order is canceled in Amazon and was already synchronized in Odoo, the corresponding sales
order is canceled in Odoo.
When an order is canceled in Odoo, a notification is sent to Amazon who will mark it as such in
Seller Central and notify the customer.
.. note :: To force the synchronization of an order whose status has not changed since the last
synchronization, activate the **Developer mode**, navigate to your Amazon 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.
.. tip :: To synchronize immediately the orders of your Amazon account, open that later's form in
**Developer mode** and click the button **SYNC ORDERS**. The same can be done with order
cancellations and pickings by clicking the buttons **SYNC CANCELLATIONS** and **SYNC
PICKINGS**.
Manage deliveries in FBM
========================
When a **FBM** (Fulfilled by Merchant) order is synchronized in Odoo, a picking is created along
with the sales order and the customer. You can either ship all the ordered products to your customer
at once or ship products partially by using backorders.
When a picking related to the order is confirmed, a notification is sent to Amazon who will, in
turn, notify the customer that the order (or a part of it) is on its way.
Follow deliveries in FBA
========================
When a **FBA** (Fulfilled by Amazon) order is synchronized in Odoo, a stock move is recorded for
each sales order item so that it is saved in your system. Inventory managers can find such moves
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
and allows you to manage the stock of your products under the FBA program.
.. tip :: To follow your Amazon (FBA) stock in Odoo, you can make an inventory adjustment after
replenishing it. You can also trigger an automated replenishment from reordering rules
on the Amazon location.
.. tip :: The Amazon location is configurable by Amazon account managed in Odoo. All accounts of
the same company use the same location by default. It is however possible to follow the
stock by 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
====================================
You can issue invoices for Amazon orders in Odoo. Click **Create Invoice** in the sales order to do
so. You can also do it in batch from the list view of orders. Then, confirm and send the invoices to
your customers.
.. tip :: To display only Amazon-related orders on the list view, you can filter orders based on the
sales team.
As the customer has paid Amazon as an intermediary, you should register invoice payments in a
payment journal dedicated to Amazon (e.g. Amazon Payments, with a dedicated intermediary account).
You can do the same with the vendor bill received from Amazon and dedicated to commissions. When you
receive the balance on your bank account at the end of the month and record your bank statements in
Odoo, you simply credit the Amazon intermediary account by the amount received.
Follow your Amazon sales in sales reporting
===========================================
As a sales team is set on your account under the tab **Order Follow-up**, this helps you give quick
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
reporting for the sales of this account.
.. tip :: It is also possible to perform reporting on a per-marketplace basis in a similar fashion.
First, 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 isolate from the others. Finally, assign another sales
team to one of the two registrations of your account.

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======================================
Configure Amazon MWS Connector in Odoo
======================================
Get your Amazon MWS Credentials
===============================
In order to integrate Amazon with Odoo, a seller account on professional selling plan is required.
.. Anchor should be one paragraph below but is placed here to fix wrongly adjusted display
.. _developer-form:
Visit the `Amazon Marketplace Web Service documentation
<http://docs.developer.amazonservices.com/en_US/dev_guide/DG_Registering.html>`_ and follow the
instructions to register as a developer.
Fill the Developer Registration and Assessment form as suggested below and provide your own contact
information in the **Developer contact information** section. For the other sections, take care to
adapt your responses accordingly to your business case. In particular, select the correct region of
your seller account and uncheck the **Merchant Fulfilled Shipping** function if you plan to sell
exclusively with the Fulfillment by Amazon service.
.. warning :: If you select the **Merchant Fulfilled Shipping** function (i.e. you request access to
Personally Identifiable Information (PII) of your customers), Amazon may request you
to fill out a second form, depending on the data protection policy in the region of
your seller account (e.g. GDPR in Europe).
.. image:: ./media/dev_form.png
Register your Amazon account in Odoo
====================================
To register your seller account in Odoo, navigate to :menuselection:`Sales --> Configuration
--> Settings --> Connectors --> Amazon Sync --> Amazon Accounts` and click on **CREATE**.
The **Seller ID** can be found in Seller Central under the link **Your Merchant Token** on the
**Seller Account Information** page. The **Access Key** and the **Secret Key** can be found in
Developer Central (where the Developer Registration and Assessment form was located).
Once the account is registered, the marketplaces available to this account are synchronized and
listed under the **Marketplaces** tab. If you wish, you can remove some from the list of
synchronized marketplaces to disable their synchronization.
Match database products in Amazon orders
========================================
.. Anchor should be one paragraph below but is placed here to fix wrongly adjusted display
.. _matching:
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).
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.
For marketplace products, matchings are saved as **Amazon Offers** which are listed under the
**Offers** stat button on the account form. Offers are automatically created when the matching 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 <matching>`.
.. tip :: It is possible to force the matching 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.
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 **Developer mode** and navigate to
:menuselection:`Sales --> Configuration --> Settings --> Connectors --> Amazon Sync -->
Default Products`.
Configure taxes of products
===========================
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.
.. 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.