Step-by-Step Setup

Step 1: Enable Partner Commissions Feature

Odoo doesn’t provide native commission logic out-of-the-box in most editions, so:

• If you're using Enterprise, install the Sales and CRM apps.
• If you're using Community, proceed with basic configuration + customization.

Step 2: Create a Sales Agent as a Contact (Not User)

1. Go to Contacts > Create.
2. Name: John Agent (or your contributor's name)
3. Do not check "Is a User"
4. Optionally add:
   • Email
   • Internal tags (e.g., “Commission Agent”)
   • Commission rate (in a custom field, if needed)

This contact won’t consume a user license.

Step 3: Add a Commission Field on the Product (Optional)

If you want commissions per product:

1. Go to Studio (or use XML if no Studio).
2. In Sales > Products, add a new float field:
   • Name: Commission Rate
   • Help Text: Commission in % for the agent
   • Apply it to form and list views.

Step 4: Add a Commission Agent Field to Sales Order

You can track commissions per order or line:

Option 1: Per Sales Order

• Add a Many2one field (commission_agent_id) on res.partner model pointing to res.partner.
• Label: "Commission Agent"
• Domain: ['is_company', '=', False] (optional filter)

Option 2: Per Order Line

• Add a field to sale.order.line for more control (if agents vary per product).

Step 5: Automate Commission Calculation (Optional but Recommended)

You can use a computed field to calculate commission:

# Example for per-order commission commission_amount = order.amount_untaxed * (order.commission_rate / 100)

If using Studio:

• Add a computed field Commission Amount on Sales Order.
• Set calculation based on commission rate and untaxed amount.

Step 6: Commission Reporting

Create a custom report or list view to track commissions:

• Go to Sales > Orders, use Filters or Group by Agent
• Export data with commission amounts.

Or use Spreadsheet / Pivot Table to summarize commissions monthly.

Important Notes:

• Don’t create users for agents unless they need login access.
• A res.partner record with no linked user doesn’t consume a license.
• For multi-agent or tiered commissions, consider a custom module or install a community module like “sales_commission”.

Thanks & Regards,

Email :- contact@datainteger.com