Sales Commission by Sales/Invoice/Payment

by
Odoo

105.72

v 15.0 Third Party 60
Live Preview
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Invoicing (account)
Sales (sale_management)
Discuss (mail)
Lines of code 1442
Technical Name sales_commission_calculation
LicenseSee License tab
Websitehttp://wwww.probuse.com
Versions 17.0 16.0 12.0 8.0 15.0 14.0 13.0 9.0 10.0 11.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Invoicing (account)
Sales (sale_management)
Discuss (mail)
Lines of code 1442
Technical Name sales_commission_calculation
LicenseSee License tab
Websitehttp://wwww.probuse.com
Versions 17.0 16.0 12.0 8.0 15.0 14.0 13.0 9.0 10.0 11.0

Sales Commission by Sales/Invoice/Payment

Sales Commission App in Odoo

Sales Commission at time of Sales Order / Invoice Validate / Payment

Sales Commission to SalesPerson and Sales Manager

This app provides features to manage sales commission by sales order confirm / customer invoice validate/ customer payment post to internal users.



Main Features:
  • This module allows companies to manage sales commission with different options. You can configure after installing the module what option/policy your company is following to give commissions to your sales users.
  • We are allowing you to select When to Pay and Calculation based on. Here you can define a policy that will be used to give commission to your sales team.
  • For every Calculation based on we are allowing you to select:
    • Sales Manager Commission %
    • Salesperson Commission %
  • If you keep the Sales Manager Commission 0% then the system will not create sales commission lines and sales commission worksheets. The system will work only with a single option at a time i.e., for example, you can select When to Pay = Invoice confirm and calculation based on = Product category so the system will run on that and create a commission.
  • Please note that When to Pay = Customer payment is only supported with Calculation based on Sales Team. - Other options are supported in the matrix.
  • For more details see the below screenshots and watch the video.

Menus Available:

  • Sales
    • Configuration
      • Settings
    • Commissions
      • Commission Worksheets
      • Sales Commissions Lines
  • Invoices
    • Configuration
      • Settings
    • Commissions
      • Commission Worksheets
      • Sales Commissions Lines

Workflow will be:

Option1 :

Sales Confirmation -> Create Sales commission worksheet (if not created for the current month) -> Add Sales commission lines on worksheet -> For every sale of the current month, the system will append sales commission lines on the worksheet. -> End of month Account may review worksheet and create commission invoice to pay/release commission to sales person.

Option2 :

Invoice Validate -> Create Sales commission worksheet (if not created for the current month) -> Add Sales commission lines on worksheet -> For every invoice validation of the current month, the system will append sales commission lines on the worksheet. -> End of month Account may review worksheet and create commission invoice to pay/release commission to a salesperson.

Option3 :

Customer Payment -> Customer Payment -> Create Sales commission worksheet (if not created for the current month) -> Add Sales commission lines on worksheet -> For every payment from a customer of the current month, the system will append sales commission lines on the worksheet. -> End of month Account may review worksheet and create commission invoice to pay/release commission to the salesperson.

Commission to the salesperson will always be in company currency. Multi-currency is supported for this module so sales orders/invoices/payments can be in different currencies but the system will take care of it and create commission lines in company currency.

Sales Commission products are created using data and you still can change commission products on commission worksheets to create commission invoices.

Commission amount will be based on Net Revenue Model which it considers amounts without taxes. (This module does not support Gross Margin Model)

For customer payment with product and catetory you can look https://apps.odoo.com/apps/modules/15.0/sales_commission_calculation_extend/

Edition Compatibility:


Enterprise Odoo.sh Community

Initial Settings for Sales Commissions Process

Calcalulation based on = Product Category

Calcalulation based on = Product

Calcalulation based on = Sales Team

When to Pay = Sales Confirmation

Sales Commission Lines with Sales Confirmation Option

One line for sales team manager and second line for sales person.

When to Pay = Invoice Validate

Sales Commission Lines with Invoice Validate Option

When to Pay = Customer Payment

Sales Commission Lines with Customer Payment Option

Sales Commission Worksheet

System will create sales commission worksheet for every sales person for every month automatically and insert all sales commision lines inside that and using this sales commision sheet account team can pay sales commision.

Using create invoice button account department can release payment and create commision invoice.

PDF Report for Sales Commission Worksheet by Sales Person/Manager

Contact / Support
Introducing Probuse Consulting Services Pvt. Ltd.

If you need any help or want more additional features, you may contact us through:
Email: contact@probuse.com
Website: www.probuse.com
Skype: mustufa_probuse

Probuse Consulting Service Pvt Ltd is an Software and Web development specialist which offers complete business application together. We are well experienced to provide a face for your business on the software and Internet level.

Probuse Consulting Service Pvt Ltd is a specialist in Odoo/OpenERP services and could give your business open source hand to drive.

Our Services

  • Odoo Implementation

  • Odoo Support

  • Odoo Customization

  • Odoo Migration

  • Odoo Training

Odoo Proprietary License v1.0

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from the authors, typically via Odoo Apps, or if you have received a written
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