How do I configure FBA for my Amazon integration?

Overview

Integrating Finale Inventory with Amazon FBA is a game-changer for businesses looking to streamline their operations and maintain accurate inventory levels across multiple channels in one central system. With this integration, you can automatically sync inventory data between Amazon and Finale for your FBA stock level/ Shipments/ Unsellable units and more, ensuring that Finale is always the source of truth even for FBA inventory level. 

This guide will walk you through the step-by-step process of enabling the Amazon FBA integration within Finale Inventory, allowing you to leverage the full power of automated inventory management and focus on growing your business.

Prerequisites

• Products have already been created in Finale
• Product Lookups for Amazon FBA SKUs have already been created and mapped to associated Product IDs
• Products with multiple offers each have their own respective product ID/Product lookup pairing. (Many SKUs on Amazon FBA but the same product in Finale.)
• Any other integration/task that is importing Amazon FBA sales orders has been turned off.

How To Configure Product Lookups

Connect your Amazon FBA integration or enable FBA for existing Amazon integration

• If Amazon is not yet added as an integration, you can do so by going to the Integrations page and clicking "Add new integration" at the bottom of the page (for new accounts without any existing integrations, you will be taken directly to the "Add new integration" page)
• Connect Amazon integration using the steps shown on the configuration screen
• After completing the above steps or if your Amazon integration is already connected to Finale, you should see the following task highlighted below. If not click here.

• Once this task is available Finale will automatically create various System locations to manage your Amazon FBA stock levels using this task.

• Return to the integrations page and locate the task “Inventory Sync for FBA” Edit this task by selecting “Actions” and “Edit Task Configuration” from the drop-down menu.
• Follow the guidelines on this page regarding the configuration setup.
  • Task run mode

    • A.  Disabled - This is the default setting.  Finale will not attempt to sync down information from Amazon in this mode.

      B.  Manual - When configured to 'Manual', Finale will only sync down shipments/orders when invoked by the user.  The user will force a manual sync by clicking on "Run Task Now" link from the Action menu of the Inventory sync for FBA task.

      C.  Automatic - When configured to 'Automatic', Finale will sync down new shipments/orders from Amazon every five minutes.  Most customers have this setting on 'Automatic' mode.

  • Finale invoice (Optional)
    • 

  •  

    Customer for orders (Optional)
    •  This option allows you to assign a default customer for all orders created in FInale for this task.
  • Taxes, Discounts, and Fees (Optional)
    • This section allows you to configure the way Finale assigns your Amazon taxes/discounts/fees.
  • Wildcard SKUs (Optional)
    • Finale can be configured to look at an SKU, a discount code, or using a statement that says "any line item that contains this text" and map it to a product ID, ignore it so it comes in as a generic discount, or map it to an actual preset discount/fee (such as "Coupon Discount").
    • Action:
      • Do Not Import: Maps to an undefined adjustment.  Finale will not be able to give you this data individually in reports
      • Import using specified product lookup: Maps to a specific product
      • Import using specified discounts & fees preset: This will map to a defined discount/fee preset.  Finale WILL be able to put this data in a report to show your usage of it.
  • Order filter date (Mandatory)
    
    • This feature is useful when you're importing orders for the first time via the integration. It allows you to control by order date which orders Finale imports from Amazon FBA. 
  • Import stock quantities options (Mandatory)
    • Default Origin Sublocation: This option designates which sublocation Finale reduces stock from to facilitate the movement of inventory from your warehouse to Amazon.
    • Default variance reason: Adds the selected reason code to all stock takes done by the integration.
  • Recommendations:
    • Most customers do not need to create invoices for FBA orders.
    • Most customers do not need to assign a customer for FBA orders.
    • Taxes, Discounts, and Fees should be left as default unless you have a specific configuration set up.
    • Wildcard SKU options are not typically used for most accounts using this integration.
    • Import filter date controls how far back Finale will import sales orders. [For imports greater than the last 30 days please contact our support team]
    • Import stock quantities options
      • This task controls which location Finale will decrease inventory from when Amazon inbound shipments are created.
        • Automated Transfer Shipments
        • Staged Transfer Shipments
    • Inbound Transfer Options

• Set this to “Create transfer order.”

At this point, the expectation is that the account has all FBA SKUs in Finale as product lookups and they are assigned to the correct Product IDs. This is critical to ensure that inventory numbers created by the integration are set to the correct Product IDs in Finale. Failure to ensure this is correct will result in inaccurate information in Finale. 

Verification

• Return to the top of the configuration Page and set the "Select when task runs" option to "Automatic."
  
  • Finale will import the last 30 days of transfer shipments from Amazon into Finale, creating a recent log of transfer shipments and FBA inventory levels. 
• Once the import has been completed, you should see the following additions to your account. 
  • Transfer Orders for any Shipment IDs in FBA within the last 30 days, both closed and open.
  • You can find transfer orders by using the FBA navigation header from any Finale Screen.
  • Open shipments should show as “Committed,” while closed ones should show as “Completed.”
  • “Draft” transfer orders typically refer to transfer orders with unmapped SKUs that should be corrected as soon as possible. 
    • Draft orders also reflect “Working” state orders in Amazon that haven’t yet been picked up by the carrier.
    • Why are my transfer orders stuck in "Draft" status? 
  • Historical sales orders based on your order filter date configuration.
    • Why are some orders showing 0 as the order total
      • Why are my sales orders showing zero as the subtotal from Amazon?
    • For accounts migrating from old FBA integration or already having sales in Finale for FBA from another source. Resolve duplicate orders using the following method.
      • "Deleting" duplicate FBA sales orders
  • Adjusting Inventory levels from Default Origin Sublocation.
    • This location should show some reduced/negative values due to the historical transfer shipments imported into Finale. 
    • We will want to create inventory adjustments to account for this. 
      • We recommend using the stock take option to remove any negative inventory created due to historical transfers. 
      • How To Perform Stock Take