odoo-forge-bundle 0.1.0

package/payload/skills/odoo18-docs/references/docs/applications/sales/sales/amazon_connector/manage.md

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+---
+title: "Amazon order management"
+source_url: "https://docs.odoo.sbggai.top/applications/sales/sales/amazon_connector/manage.html"
+---
+
+=======================
+# Amazon order management
+
+# Order synchronization
+
+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. This includes changes on either end (Amazon or Odoo).
+
+For *FBA* (Fulfilled by Amazon), only *Shipped* and *Cancelled* orders are fetched.
+
+For *FBM* (Fulfilled by Merchant), the same is done for *Unshipped* and *Cancelled* orders. For each
+synchronized order, a sales order and customer are created in Odoo (if the customer is not already
+registered in the database).
+
+> **important**:
+>    The stock synchronization does **not** currently support selling the same product as :abbr:`FBM
+   (Fulfilled By Merchant)` *and* :abbr:`FBA (Fulfilled By Amazon)`.
+
+   At times, when stock is sent for all products, it triggers a stock problem with Amazon, where
+   Amazon incorrectly thinks the :abbr:`FBM (Fulfilled By Merchant)` product has some quantity in
+   :abbr:`FBM (Fulfilled By Merchant)`.
+
+   As a result, Amazon then sells it as :abbr:`FBM (Fulfilled By Merchant)`, instead of taking from
+   their own warehouse. Odoo developers are currently working on resolving this issue to avoid
+   future discrepancies.
+
+> **note**:
+>    When an order is cancelled in Amazon, and was already synchronized in Odoo, the corresponding
+   sales order is automatically cancelled in Odoo.
+
+# 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**:
+>    To immediately synchronize the orders of an Amazon account, switch to :ref:`developer mode
+   <developer-mode>`, head to the Amazon account in Odoo, and click :guilabel:`Sync Orders`. The
+   same can be done with pickings by clicking :guilabel:`Sync Pickings`.
+
+# Manage deliveries in FBM
+
+Whenever an FBM (Fulfilled by Merchant) order is synchronized in Odoo, a picking is instantly
+created in the *Inventory* app, along with a sales order and customer record. Then, decide to either
+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 then sent to Amazon, who, in
+turn, notifies the customer that the order (or a part of it) is on its way.
+
+> **important**:
+>    Amazon requires users to provide a tracking reference with each delivery. This is needed to
+   assign a carrier.
+
+   If the carrier doesn't automatically provide a tracking reference, one must be set manually. This
+   rule applies to all Amazon marketplaces.
+
+> **tip**:
+>    If the chosen carrier isn't supported by Odoo, a carrier with the same name can still be created
+   (e.g. create a carrier named `easyship`). The name used is **not** case sensitive, but be mindful
+   to avoid typos. If there are typos, Amazon will **not** recognize them. Next, create a delivery
+   carrier named `Self Delivery` to inform Amazon that the user will make the deliveries. Even with
+   this route, a tracking reference still **must** be entered. Remember, the customer is notified by
+   email about the delivery, and the carrier, along with the tracking reference, are displayed in
+   the email to the customer.
+
+.. seealso::
+   :doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper`
+
+.. _manage/manage_delivery_errors:
+
+## Manage errors when synchronizing deliveries
+
+Sometimes, Amazon can fail to correctly process all the information sent by Odoo. In this case, Odoo
+sends an email listing all the shipments that failed and the errors Amazon sent with them. In
+addition, these shipments are flagged with a :guilabel:`Synchronization with Amazon failed` tag.
+
+Usually, the error can be corrected directly in the Amazon backend or in Odoo. If the problem is
+corrected in Odoo, synchronize the shipment again using the :guilabel:`Retry Amazon Sync` button.
+
+> **note**:
+>    It might happen that Odoo receives a notification from Amazon saying that some delivery
+   information was not processed, but without specifying which shipments were affected. In that
+   case, all the shipments in an unknown state will be treated as if they failed to synchronize.
+   Once Odoo receives a notification from Amazon saying that a shipment was processed, its tag will
+   change to :guilabel:`Synchronized with Amazon`. To speed up this process, on your Amazon account,
+   click on :guilabel:`Sync Orders` to manually synchronize these orders, or click on
+   :guilabel:`Recover Order` and enter the relevant Amazon Order Reference.
+
+# Follow deliveries in FBA
+
+When an FBA (Fulfilled by Amazon) order is synchronized in Odoo, a stock move is recorded in the
+*Inventory* app for each sales order item. That way, it's saved in the system.
+
+Inventory managers can access these stock moves by navigating to :menuselection:`Inventory app -->
+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**:
+>    To follow *Amazon (FBA)* stock in Odoo, make an inventory adjustment after replenishing stock. An
+   automated replenishment from reordering rules can also be triggered on the Amazon location.
+
+The Amazon location is configurable by accessing the Amazon account managed in Odoo. To access
+Amazon accounts in Odoo navigate to :menuselection:`Sales app --> Configuration --> Settings -->
+Connectors --> Amazon Sync --> Amazon Accounts`.
+
+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
+
+Due to Amazon's policy of not sharing customer email addresses, it is **not** possible to send
+invoices directly to Amazon customers from Odoo. However, it **is** possible to manually upload the
+generated invoices from Odoo to the Amazon back-end.
+
+Additionally, for B2B clients, it is currently required to manually retrieve VAT numbers from the
+Amazon back-end **before** creating an invoice in Odoo.
+
+## Register payments
+
+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.
+
+Additionally, as Amazon makes a single monthly payment, selecting all the invoices linked to a
+single payment is necessary when registering payments.
+
+To do that, use the appropriate :guilabel:`Journal` dedicated to Amazon payments, and select
+:guilabel:`Batch Deposit` as the :guilabel:`Payment Method`.
+
+Then, select all the generated payments, and click :menuselection:`Actions --> Create batch payment
+--> Validate`.
+
+> **tip**:
+>    This same action can be performed with vendor bills from Amazon dedicated to commissions.
+
+   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.
+
+# Follow Amazon sales in sales reporting
+
+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.
+
+> **tip**:
+>    It is also possible to perform reporting on a per-marketplace basis.
+
+   First, remove the desired marketplace from the list of synchronized marketplaces.
+
+   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::
+   - :doc:`features`
+   - :doc:`setup`

package/payload/skills/odoo18-docs/references/docs/applications/sales/sales/amazon_connector/setup.md

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+---
+title: "Amazon Connector configuration"
+source_url: "https://docs.odoo.sbggai.top/applications/sales/sales/amazon_connector/setup.html"
+---
+
+==============================
+# Amazon Connector configuration
+
+Odoo allows users to register an Amazon seller account in the database, but the user **must** have
+a paid Amazon Seller account prior to completing the configuration.
+
+Set up a paid Seller account on Amazon by first logging into the Amazon platform, and navigating to
+:menuselection:`Account \& Lists --> Start a Selling Account` from the drop-down menu located in
+the header section.
+
+Then on the :guilabel:`Sell with Amazon` page, follow the sign-up process and finally proceed to
+follow the instructions below to register and link that Amazon Seller account in Odoo.
+
+.. seealso::
+   [Sell with Amazon ](https://www.amazon.com/b/?node=12766669011)
+
+# Connect Amazon Seller account to Odoo
+
+.. _amazon/setup:
+
+To connect an Amazon Seller account in Odoo, navigate to :menuselection:`Sales app -->
+Configuration --> Settings --> Connectors section`, activate the :guilabel:`Amazon Sync` feature,
+and click :guilabel:`Save`.
+
+Then, return to :menuselection:`Sales app --> Configuration --> Settings --> Connectors section`,
+and click on the :guilabel:`Amazon Accounts` link under the :guilabel:`Amazon Sync` setting.
+
+.. image:: setup/amazon-accounts-link-setting.png
+   :align: center
+   :alt: The Amazon Accounts link beneath the Amazon Sync settings in Odoo Sales.
+
+Doing so reveals a separate :guilabel:`Amazon Accounts` page. From here, click :guilabel:`New` to
+create and link a new Amazon account.
+
+On the blank :guilabel:`Amazon Account` form page, start by choosing a name for the account (e.g.
+`American Marketplace`). Then, in the :guilabel:`Credentials` tab, select the marketplace on which
+the seller account was initially created from the :guilabel:`Home Marketplace` drop-down menu.
+
+.. image:: setup/amazon-accounts-form-page.png
+   :align: center
+   :alt: A typical Amazon Account form page in the Odoo Sales application.
+
+After saving, the field in the :guilabel:`Credentials` tab is replaced by a :guilabel:`Link with
+Amazon` button.
+
+.. image:: setup/amazon-accounts-form-link-button.png
+   :align: center
+   :alt: A typical Amazon Account form page and Link with Amazon button in Odoo Sales.
+
+Clicking that button redirects to either the Amazon login page, or directly to the required consent
+page, if the user is already logged in to Amazon.
+
+On the login page, log in to the desired Amazon seller account.
+
+On the consent page, confirm that Amazon is allowed to give Odoo access to the account and related
+data.
+
+Upon confirmation, Amazon returns the user to Odoo, and the account has been registered.
+
+With the Amazon account successfully registered, the marketplaces available to this specific account
+are synchronized with Odoo and listed under the :guilabel:`Marketplaces` tab.
+
+If desired, remove items from the list of synchronized marketplaces to disable synchronization.
+
+# Amazon orders in Odoo
+
+When an Amazon order is synchronized, up to three line items are created on the sales order in Odoo.
+Each one represents a product sold on Amazon: one for the product that was sold on Amazon
+Marketplace, one for the shipping charges (if any), and one for the gift wrapping charges (if any).
+
+.. _amazon/matching:
+
+The selection of a database product for a sales order item is done by matching its
+:guilabel:`Internal Reference` (a customizable product reference idenifier in Odoo, like `FURN001`)
+with the Amazon *SKU* for marketplace items, the Amazon *Shipping Code* for delivery charges, and
+the Amazon *Gift Wrapping* code for gift wrapping charges.
+
+For marketplace products, pairings are saved as *Amazon Offers*, which are listed under the
+:guilabel:`Offers` smart button on the account form.
+
+.. image:: setup/amazon-offers-button.png
+   :align: center
+   :alt: The Amazon Offers smart button on the account form in Odoo Sales.
+
+Offers are automatically created when the pairing is established, and they're used for subsequent
+orders to lookup SKUs. If no offer with a matching SKU is found, :ref:`the internal reference is
+used instead <amazon/matching>`.
+
+> **tip**:
+>    It's possible to force the pairing of a marketplace item with a specific product, by changing
+   either the product or the SKU of an offer to ensure they match. The offer can be manually created
+   if it was not automatically done yet.
+
+   This is useful if the internal reference is not used as the SKU, or if the product sells under
+   different conditions.
+
+If no database product with a matching internal reference is found for a given Amazon SKU or gift
+wrapping code, then a default database product, *Amazon Sale*, is used. The same is done with the
+default product *Amazon Shipping* if no database product is found for a given Amazon shipping code.
+
+> **note**:
+>    To modify default products, activate the :ref:`developer mode <developer-mode>`, and navigate to
+   :menuselection:`Sales app --> Configuration --> Settings --> Connectors --> Amazon Sync -->
+   Default Products`.
+
+# Product tax configuration
+
+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 the correct taxes set on your products in Odoo, or have it done by a fiscal
+position, to avoid discrepancies in the subtotals between *Amazon 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 between Odoo and *Amazon Seller Central*. Those
+   differences can be resolved with a write-off when reconciling the payments in Odoo.
+
+.. _amazon/add-new-marketplace:
+
+# Add a new marketplace
+
+All marketplaces are supported by the Amazon Connector. To add a new marketplace, proceed as
+follows:
+
+#. Activate the :ref:`developer mode <developer-mode>`.
+#. Go to :menuselection:`Sales app --> Configuration --> Settings --> Connectors --> Amazon Sync -->
+   Amazon Marketplaces`.
+#. Click :guilabel:`New` to create a new marketplace record.
+#. Enter the Marketplace ID in the :guilabel:`API Idenifier` field, and select the :guilabel:`Amazon
+   Region` for your marketplace as described in the [Amazon Documentation for marketplace IDs and
+   regions ](https://developer-docs.amazon.com/sp-api/docs/marketplace-ids), and the
+   :guilabel:`Seller Central URL` as described in the [Amazon Documentation for seller central URLs
+   ](https://developer-docs.amazon.com/sp-api/docs/seller-central-urls).
+#. Set the :guilabel:`Name` of the record to `Amazon.<country code>` to easily retrieve it (e.g.
+   `Amazon.se`). The :guilabel:`API Identifier`, the :guilabel:`Region` and the :guilabel:`Seller
+   Central URL` fields should respectively hold the *Marketplace ID*, the selected Amazon region,
+   and the *Seller Central URL* values from the Amazon Documentation.
+#. Once the marketplace is saved, update the Amazon Account configuration by going to
+   :menuselection:`Sales app --> Configuration --> Settings --> Connectors --> Amazon Sync -->
+   Amazon Accounts`.
+#. Select the account on which to use the new marketplace, go to the :guilabel:`Marketplaces` tab,
+   and click on :guilabel:`Update available marketplaces`. An animation should confirm the success
+   of the operation. Newly added marketplaces are automatically added to the list of synchronized
+   marketplaces. If the new marketplace is not added to the list, it means that it is either
+   incompatible or unavailable for the seller account.
+
+.. seealso::
+   - :doc:`features`
+   - :doc:`manage`

package/payload/skills/odoo18-docs/references/docs/applications/sales/sales/amazon_connector.md

@@ -0,0 +1,15 @@
+---
+title: ""
+source_url: "https://docs.odoo.sbggai.top/applications/sales/sales/amazon_connector.html"
+---
+
+:nosearch:
+# 
+# Amazon Connector
+
+.. toctree::
+   :titlesonly:
+
+   amazon_connector/features
+   amazon_connector/setup
+   amazon_connector/manage

package/payload/skills/odoo18-docs/references/docs/applications/sales/sales/gelato.md

@@ -0,0 +1,159 @@
+---
+title: "Gelato"
+source_url: "https://docs.odoo.sbggai.top/applications/sales/sales/gelato.html"
+---
+
+======
+# Gelato
+
+Gelato is a global print-on-demand platform that integrates with Odoo to sync product catalogs and
+automate order fulfillment.
+
+Connecting Gelato's services with Odoo's **Sales** and **eCommerce** apps enables the following:
+
+- Sync Odoo sales orders with Gelato for automated order fulfillment
+- Create and manage Gelato products within Odoo; supports product variant and image sync
+- Configure delivery options in Odoo and receive order updates via webhooks.
+
+# Configuration
+
+> **important**:
+>    The company information (*Company name* and *Billing address*) in the Gelato account *must* match
+   the company information in the Odoo database in order for sales orders to be confirmed and sent
+   to Gelato for fulfillment.
+
+   .. image:: gelato/gelato-company.png
+      :alt: Company information in Gelato.
+
+   .. image:: gelato/odoo-company.png
+      :alt: Company information in Odoo.
+
+## Configure API keys and webhooks in Gelato
+
+Before configuring the Gelato connector in Odoo, first obtain API credentials and webhooks from the
+Gelato account.
+
+API connectors enable Odoo **Sales** to send and receive data from Gelato for order processing,
+while webhooks provide real-time updates on order status and shipment tracking.
+
+### API Key
+
+An API Key is a unique authentication token that allows Odoo to securely communicate with Gelato's
+API, enabling order transmission, status updates, and data synchronization.
+
+After logging into Gelato, click :icon:`fa-code` :guilabel:`Developer` in the left menu bar. From
+here, click on :guilabel:`API keys`. In the new page, click the :guilabel:`Add API Key` button to
+open a new API key form. Type in a name, then click :guilabel:`Create Key`.
+
+Copy the generated API key using :guilabel:`Copy to Clipboard`.
+
+.. image:: gelato/gelato-api-key.png
+   :alt: Newly generated API key in the Gelato platform.
+
+> **important**:
+>    Copy the API key and store it somewhere safe and secure before leaving this page. Once the page
+   is refreshed or exited, the key will not be available to copy.
+
+   If the key cannot be copied or is lost, return to the :guilabel:`API key` page and start over,
+   creating a new API key.
+
+### Webhook
+
+A webhook is an automated notification system that instantly updates Odoo when Gelato processes,
+ships, or delivers an order, ensuring real-time tracking and minimal manual intervention.
+
+To create a webhook, go to :menuselection:`Developer --> Webhooks` under the :guilabel:`Developer`
+drop-down menu in the left menu bar. In the new page, click :guilabel:`Add Webhook` to open a
+:guilabel:`Create Webhook` form.
+
+The webhook form requires several specific configurations:
+
+- :guilabel:`URL`: This tells Gelato where to send the order updates in Odoo. Copy and paste the
+  Odoo database URL with the additional suffix `/gelato/webhook`.
+
+  .. example::
+     `https://stealthywood.odoo.com/gelato/webhook`
+
+- :guilabel:`Events`: Click into the field and select :guilabel:`order_status_updated`. Selecting
+  :guilabel:`order_status_updated` ensures Odoo receives order changes automatically.
+- :guilabel:`Method`: Click into the field and select the :guilabel:`HTTP Post` option, as this is
+  the request method used to send data from Gelato to Odoo.
+- Tick the checkbox next to :guilabel:`I want to take Authorization to this webhook`.
+- :guilabel:`Header Name`: In this field, type in `signature` to match the field in Odoo.
+- Click :guilabel:`Generate Key` to generate a :guilabel:`Header Value`.
+- Click :guilabel:`Create` to complete this webhook configuration.
+
+.. image:: gelato/gelato-webhook.png
+   :alt: Newly configured webhook in the Gelato platform.
+
+> **tip**:
+>    Copy and paste the API key and webhook on a notepad before tabbing out of the Gelato webpage as
+   backup.
+
+## Configure Gelato connector in Odoo
+
+In Odoo, navigate to :menuselection:`Sales app --> Configuration --> Settings`, then scroll to the
+:guilabel:`Connectors` section. Enable the :guilabel:`Gelato` connector by ticking the checkbox.
+Next, paste the newly generated API keys and webhook secret key into their respective fields. Once
+saved, Gelato is available in Odoo **Sales** and **eCommerce** products.
+
+# Synchronizing Gelato products with Odoo Sales
+
+It is recommended to have products already configured in Gelato before configuring them in Odoo. To
+get the product ID in Gelato, navigate to the :guilabel:`Templates` page from the side bar menu.
+Select which product to synchronize in Odoo, then hover over the product card to reveal the
+:icon:`fa-ellipsis-v` :guilabel:`(vertical ellipsis)` menu icon. Click the menu icon, then click
+:guilabel:`Copy Template ID` to copy the product template ID to the clipboard.
+
+.. seealso::
+   [Start selling products with Gelato: Quick & easy setup
+   ](https://www.gelato.com/blog/get-started-with-gelato-creating-products)
+
+
+## Odoo Sales product
+
+To create a product in Odoo that matches the Gelato product, navigate to :menuselection:`Sales app
+--> Products --> Products`, select :guilabel:`New` to create a new product form. Type in the product
+:guilabel:`Name`, then navigate to the :guilabel:`Sales` tab. Find the :guilabel:`Gelato` section,
+then click into the :guilabel:`Template Reference` field and paste the copied template ID from the
+Gelato product. Finally, click :guilabel:`Synchronize`.
+
+Successful synchronization pulls the Gelato product variant options into the newly configured Odoo
+product.
+
+In the new :guilabel:`Print Images` field, click the :guilabel:`default` marker to set a default
+product image. Click the :icon:`fa-pencil` :guilabel:`(edit)` icon and select the product image file
+to upload, then :guilabel:`Save & Close`.
+
+> **important**:
+>    The :guilabel:`Print Images` field *must* be configured on all Gelato products and their
+   respective product variations before they can be ordered.
+
+## Product variants
+
+To view and edit the newly synchronized product variants, navigate to the :guilabel:`Attributes &
+Variants` tab, which will have the variants pulled from the Gelato product configuration. Click the
+:guilabel:`Configure` button to edit and configure the variant images, delivery methods, additional
+pricing, etc.
+
+## Order a Gelato product from Odoo
+
+Once synchronized, Gelato products are available to order in Odoo through :doc:`sales quotations
+<sales_quotations>` or on the **eCommerce** store. Gelato delivery options are automatically
+synchronized upon API and webhook configuration.
+
+To add Gelato delivery, click :guilabel:`Add shipping` on the sales order. Select
+:guilabel:`Standard Delivery` or :guilabel:`Express Delivery` in the :guilabel:`Shipping Method`
+field, then click :guilabel:`Get rate`.
+
+Once the quotation is confirmed, it becomes an active sales order, and the order is sent to Gelato
+for fulfillment. Once a sales order is sent from Odoo to Gelato, Gelato processes the order,
+produces the product at the nearest fulfillment center, and ships it directly to the end-customer.
+
+.. seealso::
+   :doc:`sales_quotations/create_quotations`
+
+> **important**:
+>    When creating a sales order for Gelato products in the database, only Gelato products can be
+   added to the same sales order. Multivendor orders are not available with the Gelato connector at
+   this time.