diff --git a/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst b/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst index db39c395e2..3a8046ce3a 100644 --- a/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst +++ b/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst @@ -4,6 +4,8 @@ Locations A *location* is a specific space within a warehouse. This can be a shelf, room, aisle, etc. +.. _use_locations/configuration: + Configuration ============= diff --git a/content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst b/content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst index 3abe14089d..11bb208ad7 100644 --- a/content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst +++ b/content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst @@ -10,14 +10,16 @@ also useful tools for managing more complex bills of materials (BoMs). To use, manufacture, and sell kits, both the :guilabel:`Manufacturing` and :guilabel:`Inventory` apps need to be installed. +.. _manufacturing/adv-configuration/kits: + Create the kit as a product =========================== To use a kit as a sellable product, or as a component organization tool, the kit should first be created as a product. -To create a kit product, go to :menuselection:`Inventory app --> Products --> Products`, and then -click :guilabel:`New`. +To create a kit product, go to :menuselection:`Manufacturing app --> Products --> Products`, and +then click :guilabel:`New`. Then, assign a name to the new kit product. Next, set the kit's product type depending on inventory tracking needs and accounting requirements. To do this, under the :guilabel:`General Information` @@ -72,6 +74,8 @@ Regardless of which setup is used, there are some similarities between the two o * **Kit Value Does Not Change**: The stock's value is the same whether the kit's is tracked. * **Kit Internal Transfers**: An internal transfer for the kit breaks it into components. +.. _manufacturing/adv-configuration/kit-bom: + Set up the kit BoM ================== diff --git a/content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst b/content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst index bcc930e970..416d31e6ef 100644 --- a/content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst +++ b/content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst @@ -11,6 +11,8 @@ respective quantities, that are needed to produce or repair a product. In Odoo, blueprints for manufactured goods and kits, and often include production operations and step-by-step guidelines, as well. +.. _manufacturing/basic-setup/bom-setup: + BoM setup ========= diff --git a/content/applications/inventory_and_mrp/manufacturing/basic_setup/one_step_manufacturing.rst b/content/applications/inventory_and_mrp/manufacturing/basic_setup/one_step_manufacturing.rst index 6673e7b2ad..6fef5efccb 100644 --- a/content/applications/inventory_and_mrp/manufacturing/basic_setup/one_step_manufacturing.rst +++ b/content/applications/inventory_and_mrp/manufacturing/basic_setup/one_step_manufacturing.rst @@ -32,6 +32,8 @@ them to and from inventory is not tracked. to do so, see the documentation on how to :ref:`configure a product for manufacturing `. +.. _manufacturing/one-step-manufacturing/create-mo: + Create manufacturing order ========================== diff --git a/content/applications/sales/sales/amazon_connector.rst b/content/applications/sales/sales/amazon_connector.rst index 43b4da7746..6c697df6ba 100644 --- a/content/applications/sales/sales/amazon_connector.rst +++ b/content/applications/sales/sales/amazon_connector.rst @@ -10,3 +10,4 @@ Amazon Connector amazon_connector/features amazon_connector/setup amazon_connector/manage + amazon_connector/fba diff --git a/content/applications/sales/sales/amazon_connector/fba.rst b/content/applications/sales/sales/amazon_connector/fba.rst new file mode 100644 index 0000000000..2119cf50bc --- /dev/null +++ b/content/applications/sales/sales/amazon_connector/fba.rst @@ -0,0 +1,138 @@ +====================================================== +Tracking lot or serial number products with FBA orders +====================================================== + +When selling products tracked by lots or unique serial numbers via the Fulfilled By Amazon +:abbr:`FBA (Fulfilled by Amazon)`, Amazon's API does not send the specific lot or unique serial +number used for the sale. The lack of information prevents the Odoo Amazon connector from validating +the required stock move, which, in turn, prevents the creation of the :abbr:`Sales Order (SO)`. + +To enable product tracking via Amazon :abbr:`FBA (Fulfilled by Amazon)` orders, the user must +configure a :ref:`kit product ` in Odoo based on the original +Amazon product and :ref:`manage its stock replenishment `. + +Settings +======== + +The following apps are essential for the kit product workflow: + +- **Sales app**: Enables :ref:`connecting of an Amazon Seller account to Odoo `. +- **Inventory app**: Allows for product tracking and replenishment by :ref:`warehouse location + ` and through :ref:`lots and serial numbers + `. +- **Manufacturing app**: Enables :ref:`BoM creation ` for + products and kit products, and replenishment of kit product stock via the default operation type. + +.. _amazon_connector/fba/kit-product: + +Create a kit product +==================== + +To enable accurate tracking, create a kit product for the existing Amazon product. When a new FBA +order syncs, Odoo sells the kit, which automatically triggers consumption of the Amazon prodcust +that is tracked by lot or unique serial number. This process bypasses the validation error. + +Navigate to :menuselection:`Sales app --> Products --> Products` and click :guilabel:`New`. Then, +:ref:`create a kit as a product ` that represents the Amazon +item. Select the :guilabel:`By Quantity` option for :guilabel:`Track Inventory`. + +.. important:: + **Never** use :guilabel:`By Lots` or :guilabel:`By Unique Serial Number` tracking for the kit + product. + +.. image:: fba/kit-product-form.png + :alt: Example of a product form configured to be a kit in the Inventory app. + +Link the Amazon item SKU to the kit product +------------------------------------------- + +Next, go to the :menuselection:`Sales app --> Configuration --> Offers` and click :guilabel:`New`. +Enter the desired Amazon market in the :guilabel:`Marketplace` column, and select the kit product in +the :guilabel:`Product` column. In the :guilabel:`Amazon SKU` column, enter the SKU of the existing +Amazon product. + +.. image:: fba/link-amazon-sku.png + :alt: Example of a kit product linked to an Amazon SKU in the Offers page in the Sales app. + +Create the BoM for the kit product +---------------------------------- + +Navigate to the kit product by clicking the :menuselection:`Sales app --> Products --> Products` and +select the kit product. Click on the :icon:`fa-flask` :guilabel:`Bill of Materials` icon. +:ref:`Create a kit BoM `. + +In the :guilabel:`Components` tab, click :guilabel:`Add a line` and type in the name of the Amazon +product that is tracked by lots or a unique serial number. + +.. important:: + The Amazon product must be **the sole component** of the kit BoM. + +.. image:: fba/amazon-product-bom-kit.png + :alt: Example of the kit BoM for the kit product to represent the Amazon listing. + +Now the Amazon product can be processed and tracked accurately in the **Sales** app by using the kit +product and its associated BoM. + +.. _amazon_connector/fba/stock-replenishment: + +Stock replenishment +=================== + +Do **not** use standard internal transfers, WH/Stock to WH/Amazon, for Amazon FBA kit products. +These transfers fail because the Amazon API does not support lot or serial number tracking. +Additionally, Odoo incorrectly moves individual components rather than the kit itself, resulting in +inventory errors. + +Use a :abbr:`MO(Manufacturing Order)` for replenishment instead. The following workflow ensures that +stock adjusts correctly in the Amazon location. + +Create a second BoM to manufacture +---------------------------------- + +Navigate to :menuselection:`Sales app --> Products --> Products`. Select the kit product, +:ref:`create a second BoM `, and set the :guilabel:`BoM Type` +to :guilabel:`Manufacture this product`. + +In the :guilabel:`Components` tab, click :guilabel:`Add a line`, then type the name of the Amazon +product that is tracked by lot or unique serial number. + +.. important:: + The Amazon product must be **the sole component** of the BoM. + +.. image:: fba/amazon-product-bom-manufacture.png + :alt: Example of the BoM manufacture type for the Amazon product. + +Create a Manufacturing Order (MO) +--------------------------------- + +The :abbr:`MO(Manufacturing Order)` consumes the Amazon listing that is tracked by lot or unique +serial number from the main WH/Stock and "builds" the non-tracked kit product directly into the +WH/Amazon location, correctly representing the Amazon FBA stock. + +Navigate to :menuselection:`Manufacturing app --> Operations --> Manufacturing Orders` and click +:guilabel:`New`. Create a :ref:`new Manufacturing Order +` for the desired quantity of the kit product. + +.. image:: fba/mo-components.png + :alt: Example of the Components tab of the MO for the FBA resupply workflow. + + +Click the :guilabel:`Miscellaneous` tab and hover over the :guilabel:`Operation Type` field. Click +the :icon:`oi-arrow-right` :guilabel:`Internal link` icon when it appears to open the default +:guilabel:`Manufacturing` operation type. + +Click the :icon:`fa-cog` :guilabel:`Action` icon, then select :guilabel:`Duplicate`. Rename the copy +:guilabel:`Operation Type` to "FBA resupply". In the :guilabel:`Locations` section, choose +:guilabel:`WH/Amazon` from the :guilabel:`Destination Location` drop-down menu. + +.. image:: fba/fba-operation-type.png + :alt: Example of the Operation Type form for the FBA resupply workflow. + +Navigate to the kit product BoM configured for manufacturing via the breadcrumbs, then click the +:guilabel:`Miscellaneous` tab. 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