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:
Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
- CRM
- e-Commerce
- Contabilità
- Magazzino
- PoS
- Project
- MRP
La domanda è stata contrassegnata
2
Risposte
1325
Visualizzazioni
- 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).
Ti stai godendo la conversazione? Non leggere soltanto, partecipa anche tu!
Crea un account oggi per scoprire funzionalità esclusive ed entrare a far parte della nostra fantastica community!
Registrati| Post correlati | Risposte | Visualizzazioni | Attività | |
|---|---|---|---|---|
|
2
giu 25
|
3005 | ||
|
How to report on Commission
Risolto
|
|
1
ago 24
|
2151 | |
|
1
lug 24
|
2988 | ||
|
1
apr 24
|
1532 | ||
|
1
lug 23
|
2528 |
Hi,
you forgot to reveal the steps ;-)