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1 change: 1 addition & 0 deletions content/applications/sales/sales.rst
Original file line number Diff line number Diff line change
Expand Up @@ -22,4 +22,5 @@ deliver and invoice what has been sold.
sales/commissions
sales/amazon_connector
sales/shopee_connector
sales/lazada_connector
sales/gelato
83 changes: 83 additions & 0 deletions content/applications/sales/sales/lazada_connector/features.rst
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=========================
Lazada Connector Features
=========================

The **Lazada Connector** synchronizes orders, products, inventory, and fees between Lazada and Odoo,
streamlining your marketplace operations in Southeast Asia. It reduces manual data entry, enhances order
management, and includes advanced features like platform fee synchronization and order splitting, enabling
efficient management of Lazada sales within Odoo.

Supported features
==================

The **Lazada Connector** is able to:

- Synchronize (Lazada to Odoo) all confirmed orders (:abbr:`FBM (Fulfilled By Merchant)`) with status
:guilabel:`READY_TO_SHIP` or :guilabel:`PROCESSED`, including:

- Product name
- SKU reference
- Quantity

- Synchronize (Odoo to Lazada) all available quantities of your products (:abbr:`FBM (Fulfilled By
Merchant)`).
- Synchronize the Lazada product catalog into Odoo or map existing Odoo products to Lazada SKUs.
- Synchronize platform fees (e.g., commissions, transaction fees) to the order receipt in Odoo.
- Support order splitting for flexible fulfillment, enabling partial shipments or backorders.
- Arrange package pickups with supported logistics providers directly in Odoo.
- Support multiple seller accounts.
- Support multiple Lazada marketplaces (shops) per seller account.
- Enable configuration of specific warehouses for stock fetching (:abbr:`FBM (Fulfilled By Merchant)`).

The following table lists capabilities provided by Odoo when using the Lazada Connector:

+---------------------------+----------------------------+-------------------------------------+
| | Fulfilled By Lazada (FBL) | Fulfilled By Merchant (FBM) |
+===========================+============================+=====================================+
| **Orders** | Synchronize completed | Synchronize all confirmed and |
| | orders. | unshipped orders. |
+---------------------------+----------------------------+-------------------------------------+
| **Shipping** | Shipping cost is computed | Shipping cost is computed by Lazada |
| | by Lazada, and included in | and included in the synchronized |
| | the synchronized order. | orders. |
| +----------------------------+-------------------------------------+
| | Shipping done by Lazada. | A delivery order is automatically |
| | | created in Odoo for each new order. |
+---------------------------+----------------------------+-------------------------------------+
| **Stock Management** | Managed by Lazada, and | Managed in Odoo Inventory app, and |
| | synchronized with a virtual| synchronized with Lazada. |
| | location to follow it in | |
| | Odoo. | |
+---------------------------+----------------------------+-------------------------------------+
| **Delivery Notifications**| Handled by Lazada. | Delivery information are fetched |
| | | from Lazada,and synchronized |
| | | in Odoo. |
+---------------------------+----------------------------+-------------------------------------+

.. note::
The **Lazada Connector** is designed to synchronize sales orders, inventory, and fee data. Other
actions, such as downloading monthly fee reports, handling disputes, or issuing refunds, **must**
be managed from the *Lazada Seller Center*, as usual.

Lazada supported marketplaces
=============================

+----------------------------+
| **Southeast Asia region** |
+============+===============+
| Indonesia | Lazada.co.id |
+------------+---------------+
| Malaysia | Lazada.com.my |
+------------+---------------+
| Philippines| Lazada.com.ph |
+------------+---------------+
| Singapore | Lazada.sg |
+------------+---------------+
| Thailand | Lazada.co.th |
+------------+---------------+
| Vietnam | Lazada.vn |
+------------+---------------+

.. seealso::
- :doc:`setup`
- :doc:`manage`
164 changes: 164 additions & 0 deletions content/applications/sales/sales/lazada_connector/manage.rst
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========================
Lazada Order Management
========================

This guide explains how to manage Lazada orders, inventory, deliveries, and sales reporting within
Odoo using the **Lazada Connector**. It covers product catalog mapping, order synchronization,
delivery processes, platform fee handling, and sales analysis to streamline your marketplace
operations in Southeast Asia.

Product Catalog Mapping
=======================

New Odoo Customers with No Existing Products
--------------------------------------------

If you are starting a new Odoo database and your products exist only on Lazada, you can import
your Lazada product catalog into Odoo.

1. Export Lazada Catalog: In `Lazada Seller Center
<https://sellercenter.lazada.com.ph/>`, use the :guilabel:`Bulk Manage` drop-down
to export your product catalog, including Lazada SKUs.

.. image:: manage/lazada-bulk-edit.png

2. Import into Odoo: Import the exported catalog into Odoo via :menuselection:`Inventory -->
Products --> Import`. Map the Lazada SKU to the :guilabel:`Internal Reference` field in Odoo
to link your Lazada and Odoo products.

Existing Odoo Customers with Products Already in Odoo
-----------------------------------------------------

If you have an existing product catalog in Odoo, map your Lazada listings to these products.

- Use the :guilabel:`Sync Product Catalogue`button in Odoo to automatically match active Lazada products.

.. image:: manage/lazada-sync-product.png

.. important::
Product catalog synchronization is an automated process initiated from the synchromization. Ensure accurate
SKU mapping to avoid duplication errors.

Order Synchronization
=====================

Orders are automatically fetched from Lazada and synchronized in Odoo at regular intervals
(every 60 minutes).

- Synchronization Scope: Only orders with status :guilabel:`READY_TO_SHIP` or
:guilabel:`PROCESSED` are fetched, as these require shipping action.
- Status Updates: When an order is canceled on Lazada, its status updates in Odoo. However,
canceling an order in Odoo does not reflect on Lazada.
- Customer Creation: For each synchronized order, Odoo creates a sales order and a customer
(contact) if the customer hasn't been previously imported or doesn't exist in the database.

.. note::
Only orders requiring shipment are synchronized. Orders with statuses :guilabel:`SHIPPED`,
:guilabel:`CANCEL`, :guilabel:`UNPAID`, or :guilabel:`COMPLETED` are excluded during
synchronization.

Force Synchronization
=====================

To synchronize an order whose status hasn't changed since the last synchronization:

1. Navigate to :menuselection:`Sales --> Configuration --> Lazada --> Shops`.
2. Select the Lazada Shop and modify the :guilabel:`Last Order Sync` date under
:guilabel:`Synchronization Information` to a date prior to the order's last status change.
3. Save to trigger synchronization.

.. tip::
In Debug Mode, access the Lazada account in Odoo and click :guilabel:`Sync Orders` to
immediately synchronize orders or :guilabel:`Sync Inventory` for inventory updates.

Manage Deliveries in FBM
========================

For :abbr:`FBM (Fulfilled By Merchant)` orders, the **Lazada Connector** creates a picking in
the :menuselection:`Inventory` app, along with a sales order and customer record, upon
synchronization.

1. Arrange Shipment: Confirm the picking in Odoo, then navigate to *Lazada Seller Center*
and click :guilabel:`Arrange Shipment` to generate the shipping label and tracking number.
2. Fetch Shipping Label: Odoo retrieves the shipping label and tracking number, attaching
them to the corresponding delivery order.
3. Validate Stock Out: Validate the stock movement in Odoo to update inventory levels and
confirm the order has left the warehouse.

Lazada Delivery Statuses
------------------------

Understanding Lazada delivery statuses is crucial for effective order management:

- :guilabel:`Package Pending`: The package has arrived at the logistics facility but is awaiting receipt, tagging, or processing in the warehouse system.
- :guilabel:`Package Confirmed`: The package has been packed by the seller or warehouse and is confirmed ready for courier pickup or dropoff.
- :guilabel:`Ready to Ship`: The order is ready for shipment arrangement.
- :guilabel:`Shipment Arranged`: The seller has arranged shipment and received a tracking
number from the logistics provider.
- :guilabel:`Shipped`: The parcel has been dropped off or picked up by the logistics provider.
- :guilabel:`Cancelled`: The order has been canceled.
- :guilabel:`Pickup Failed`: The logistics provider failed to pick up the parcel, requiring
the seller to rearrange shipment.

.. important::
Lazada requires a tracking reference for each delivery. If the carrier doesn't provide one
automatically, set it manually in *Lazada Seller Center*. Check supported logistics
providers for your region (e.g., Malaysia).

Order Fulfillment Process
-------------------------

1. New Order Creation: Lazada orders are automatically created in Odoo as sales orders.
2. Arrange Shipment on Lazada: Arrange shipment in *Lazada Seller Center*, selecting a
logistics provider and generating a shipping label.
3. Fetch Shipping Label: Odoo imports the shipping label (delivery note) and tracking number,
associating them with the sales order.
4. Validate Stock Out: Confirm the stock movement in Odoo to reduce inventory levels.
5. Inventory Update on Lazada: Odoo pushes updated stock levels to Lazada to prevent
overselling.

Invoice and Register Payments
=============================

Due to Lazada's policy of not sharing customer email addresses, invoices cannot be sent
directly from Odoo. Instead:

1. Issue Invoices: Generate invoices in Odoo and manually upload them to *Lazada Seller
Center*.
2. Register Payments:

- Create a dedicated :guilabel:`Bank Journal` (e.g., "Lazada Payments") with a Bank
and Cash intermediary account.
- Since Lazada processes weekly or monthly batch payments, select all invoices linked
to a payment in Odoo.
- Use :guilabel:`Batch Deposit` as the Payment Method, select the invoices, and go to
:menuselection:`Actions --> Create Batch Payment --> Validate`.

3. Reconcile Payments: When Lazada deposits the balance, record it in the bank statement
and credit the Lazada intermediary account.

.. tip::
Apply the same process for vendor bills related to Lazada commissions.

Analyzing Lazada Sales with Odoo's Reporting
============================================

Odoo's dashboard consolidates sales data from all channels. To analyze Lazada sales
specifically:

1. Set Up Sales Teams:

- Navigate to :menuselection:`Sales --> Configuration --> Settings --> Connectors -->
Lazada Sync --> Lazada Accounts`.
- Assign a dedicated sales team to each Lazada shop for isolated reporting.

2. Filter Sales Data: Use the dashboard filters to view sales data for the assigned
Lazada sales team.

.. tip::
Configure separate sales teams for each Lazada marketplace to generate detailed
performance reports.

.. seealso::
- :doc:`features`
- :doc:`manage`
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