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:
- Müşteri İlişkileri Yönetimi
- e-Commerce
- Muhasebe
- Envanter
- PoS
- Proje Yönetimi
- MRP
Bu soru işaretlendi
1
Cevapla
2826
Görünümler
- 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).
Enjoying the discussion? Don't just read, join in!
Create an account today to enjoy exclusive features and engage with our awesome community!
Üye Ol| İlgili Gönderiler | Cevaplar | Görünümler | Aktivite | |
|---|---|---|---|---|
|
2
Haz 25
|
4586 | ||
|
How to report on Commission
Çözüldü
|
|
1
Ağu 24
|
2857 | |
|
1
Tem 24
|
3712 | ||
|
1
Nis 24
|
2256 | ||
|
1
Tem 23
|
3031 |
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