Hi All,
I want to give some commission to the agent whenever they do a subscription product sale.
I followed the steps below to achieve my requirement in my Odoo18 edu and runbot instances.
Configuration:
Install CRM, Resellers, Resellers Commissions For Subscription.
Go-to CRM > Configuration > Resellers:
· Partner Level
· Partner Activation
· Commission plans
First we need to create Commission plans:
This is the form to create Commission plans.
Purchase Default Product field comes with the default product, which is Commission. This is a service product. We can change this field with other service products.
In the Rules section, we can add a set of rules.
In this Rules Line, there are different fields:
· Product Category: We can choose the category of the product for which product we are going to select.
· Product: We can select a product here.
· Subscription Template: Here, we can add the Subscription template.
· Price List: We can set the price list of the product here.
· Rate: We can set the rate for the selected rule. It denotes the rate of earned commission.
· Capped: By enabling this checkbox, we can set the Maximum commission. Without enabling that, the commission amount will be increased based on the higher sale amount.
After creating the Commission plan we need to create Partner Level:
By default here we can see the four different types of partner level.
And we can create new Partner Levels by clicking the Create button.
This is the form to create a new Partner Level.
If we added a Default Commission Plan to this Partner Level, we can assign this Partner Level to any of the customers. Therefor the Default Commission will automatically assign to that Customer.
Assigning the Partner Level to a Customer:
Go-to > CRM > Sales > Customers
To assign a Partner Level Create or select a Customer from here and got to the Partner Assignment Section.
In the Partner activation section we can Set a Partner Level to the corresponding Customer.
Here only selected the Partner Level and the Commission Plan and Level weight are automatically shown. Now the Partner Level ‘silver’ is set to this customer.
Create a Sales Quotation:
We are going to create a Sales Quotation from CRM.
Go-to > CRM > Sales > My Quotation
To create a new Quotation click the create button.
This is the form to crate a Sales Quotation.
Here we need to select a Customer first. Therefor select Referrer which means that for whom want to assign the Commission for this sale.
In OrderLines we should add the same Product which is added in the Commission plan.
Afterthat, in the last section we can see Referrer Commission. Which is the Commission amount assigned to that Customer. This amount is calculated based on the rule assigned in the Commission Plan.
To create invoice, click Confirm button and click Create Invoice button.
By clicking the Create Invoice button, the Invoice will be created.
Afterthat, Confirm the Invoice and Register Payment.
Click the Create Payment button to Payment registration.
After Payment Registration,
Go-to Purchase > Order > Request for Quotation
Odoo Resellers Commissions for Subscription
Here we can see the RFQ generated for the corresponding Partner.
Open the RFQ and can we see the detailed view.
what configuration I missied?
why this is not working my both the instances?
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