In practice, not every sales contributor needs full access to your Odoo system. To avoid unnecessary user licenses, Odoo offers a flexible way to assign commissions through partner contacts instead of active users. This setup keeps your workflow efficient and cost-effective. To set up a sales commission in Odoo without requiring additional users, follow these steps:
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- Install Required Modules:
- On the Odoo homepage, navigate to Apps and download the following modules:
- partner_commission
- sale_commission
- sale_commission_margin
- sale_commission_subscription
- Configure Commission Plans:
- Go to the CRM app, then select Configuration > Commission Plans under Reseller.
- Create a Commission Plan. The rules should apply to specific product categories or products. You can also define a specific Sale Order Template or Pricelist that the plan will apply to.
- Set the commission rate, which is the percentage your sales team will earn on each successful sale. You can also cap the commission to a maximum amount based on the currency of the selected pricelist.
- Assign Commission to Contacts:
- Go to a contact record. A new tab called Partner Assignment will appear.
- In this tab, assign a Partner Level (though not used for this process, is necessary for the flow to work) and select a commission plan.
- Go to a contact record. A new tab called Partner Assignment will appear.
- Create Quotation and Sales Order:
- When creating a new Quotation, assign the relevant Sales Team member in the Referrer field. The commission plan linked to the contact will be pre-populated by default.
- Once the Quotation is confirmed, converted into a Sales Order, and an Invoice is generated.
- Commission Payment:
- After the invoice is paid, an RFQ draft for the product "Commission" will be automatically created for the vendor (your sales team member).
- The RFQ will follow the commission rate defined in the plan used for this specific sale and contact.
- After the invoice is paid, an RFQ draft for the product "Commission" will be automatically created for the vendor (your sales team member).
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Hi,
you forgot to reveal the steps ;-)