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
- Financeiro
- Inventário
- PoS
- Projeto
- MRP
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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 ;-)
Elias, this was beyond helpful. I really appreciate you creating this walk through. I do have a few questions though...
#1 I got through all of the steps, marked the invoice as paid in my staging site and it did not create an RFQ draft.
#2. I actual don't mind that it did not create it, I just want to confirm I can keep it this way. We pay our sales reps when the invoice is created not when it is paid. Would there be a way to set up a commission report for each month with all of the invoices that have been created for the specific referrer?
#3 Can we set the 'referrer' by COMPANY and not have to set it each time at an individual sales order level?
Thanks