This Odoo apps calculate sales commission based on the configuration set on settings such as confirm sales order, invoice validation, and invoice payment, and this commission amount calculates based on configurations of sales commission policy defined such as Partner, Products, and Product categories, Discounts limit and based on profit margin.
2. Introduction :
Want to provide commission to your Salesman/Manager/Sales team for specific
Product, Product Categories, Discount limit or based on profit margin, currently there
is no such kind of features in default Odoo so here you can have this feature with this
Sales commission from sales order Odoo apps.
This Sales Commission on Payment in Odoo apps calculates sales commission based
on configuration set on settings such as confirm sales order, invoice validation and
invoice payment and this commission amount calculates based on configurations of
sales commission policy defined such as Partner, Products and Product categories,
Discounts limit and based on profit margin.
3. Introduction :
This calculated commission generated as
commission. Once commission is calculated
this Calculate commission Odoo app generate
separate commission lines.
you can also able to generate Sales
commission lines PDF Reports from this
commission lines .
You can also able to make vendor
bills/supplier invoice easily from the
commission lines for sales team /sales person
also for external partners.
4. Features :
Commission on Sales Order : User can configure
commission while creating sales order, commission
will be given based on sales person.
Sales Commission based on Partner, Margin, Product &
Product Category: You are allowed to give commission
based on Partner, Margin, Product and product category.
5. Features :
Sales Commission on Payment : While payment is
done by customer commission will be calculated
based on sales person.
Sales Commission on Invoice : While validating invoice
commission will be calculated based on salesperson.
6. Sales Commission Configuration :
You have to do some configuration after installing this Sales Commission on Invoice
Odoo module. First of all you have to give rights to the user in order to use
functionality of this module will be visible to that user.
7. Sales Commission Conditions
Configuration :
Here you can configure based on which condition related sales persons commission
will be calculate. you can calculate commission in three ways :
1) Commission based on sales order: In this condition when sale order is confirmed
at that time the commission of related salesperson or manager is calculated.
2) Commission based on invoice : In this condition when invoice is validated at that
time the commission of related salesperson or manager is calculated.
3) Commission based on payment : In this condition when invoice is paid at that time
the commission of related salesperson or manager is calculated.
8.
9. Commission based on refund/return
invoice/payment :
When invoice
was
refund/return
then you can
find sales
commission
lines under the
tab of sales
commission on
invoice form.
10. Sales commission menu :
You can find menu of sales commission under configuration menu of sales.
11. Types of Commission provided :
You can define four types of commission from
this module.
● Standard Commission,
● Partner based Commission,
● Product/ Product Category/ Margin Based
Commission,
● Discount Based.
12. Standard Commission :
Standard commission is a basic type of commission you need to just add the
percentage of commission you want to give to the selected sales person based on
total sale order under that sales user.
13. Partner based Commission :
In Partner based
Commission you can
define two different
percentage of sales
commission based on
category of partner
whether partner is
Affiliated Partner or
Non-Affiliated Partner.
A partner can be
Affiliated Partner or
Non-Affiliated Partner
not both.
14. Find video tutorial here : Odoo Sales Commission on Sales/Invoice/Register Payment
15. Product/ Product Category/ Margin
Based Commission :
In Product/ Product Category/ Margin Based Commission you need to define based
on which field and what product category or product subcategory you want to define
sales commission.
1) Calculation based on Product : If you select calculation based on Product the sales
commission will be given on the unit sale price of that product.
2) Calculation based on Product Category : If you select calculation based on Product
the sales commission will be given on the unit sale price of that product category.
3) Calculation based on Margin : If you select calculation based on Product the sales
commission will be given on based on the margin between the sale price and cost
price of that product sold.
16. You can also specify on which factor you want to give sales commission.
17. Discount based Commission :
In Product/ Product Category/ Margin Based Commission you need to define based
on which field and what product category or product subcategory you want to define
sales commission.
● Discount is not given in order line
● Maximum discount percentage
● Commission Percentage while discount percentage is more than 25%
18. You can Setup Commission Rule for specific discount percentage.
19. Sales Commission analysis report :
You can view the analysis report for the sales commission given to each and every
sales user by the this report.
20. Sales Commission report :
You can generate the sale commission report by select start and end date and
salesperson for sale commission report.