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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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Hi,
you forgot to reveal the steps ;-)

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  1. 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


  1. 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.


  1. 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.


  1. 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.


  1. 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.

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