[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:
parent
7c531950a0
commit
febf7dc4cb
@ -10,5 +10,6 @@ Sales
|
|||||||
sales/send_quotations
|
sales/send_quotations
|
||||||
sales/invoicing
|
sales/invoicing
|
||||||
sales/products_prices
|
sales/products_prices
|
||||||
|
sales/sale_amazon
|
||||||
sales/sale_ebay
|
sales/sale_ebay
|
||||||
sales/advanced
|
sales/advanced
|
9
sales/sale_amazon.rst
Normal file
9
sales/sale_amazon.rst
Normal file
@ -0,0 +1,9 @@
|
|||||||
|
====================
|
||||||
|
Amazon MWS Connector
|
||||||
|
====================
|
||||||
|
|
||||||
|
.. toctree::
|
||||||
|
:titlesonly:
|
||||||
|
|
||||||
|
sale_amazon/setup
|
||||||
|
sale_amazon/manage
|
96
sales/sale_amazon/manage.rst
Normal file
96
sales/sale_amazon/manage.rst
Normal file
@ -0,0 +1,96 @@
|
|||||||
|
============================
|
||||||
|
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.
|
BIN
sales/sale_amazon/media/dev_form.png
Normal file
BIN
sales/sale_amazon/media/dev_form.png
Normal file
Binary file not shown.
After Width: | Height: | Size: 428 KiB |
87
sales/sale_amazon/setup.rst
Normal file
87
sales/sale_amazon/setup.rst
Normal file
@ -0,0 +1,87 @@
|
|||||||
|
======================================
|
||||||
|
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.
|
Loading…
Reference in New Issue
Block a user