Sales Commission on Sales/Invoice/Register Payment based on Configuration.

by
Odoo

75.24

v 9.0 v 10.0 v 11.0 v 12.0 Third Party 373
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Accounting and Finance (account_accountant)
Sales (sale)
Invoicing (account)
Discuss (mail)
Inventory Management (stock)
Technical Name sales_commission_generic
LicenseSee License tab
Websitehttps://www.browseinfo.com
Versions 12.0 13.0 17.0 14.0 15.0 16.0 18.0 9.0 10.0 11.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Accounting and Finance (account_accountant)
Sales (sale)
Invoicing (account)
Discuss (mail)
Inventory Management (stock)
Technical Name sales_commission_generic
LicenseSee License tab
Websitehttps://www.browseinfo.com
Versions 12.0 13.0 17.0 14.0 15.0 16.0 18.0 9.0 10.0 11.0

Sales Commission on Sales Order, Invoice and Register Payment Odoo Apps

Want to provide commission to your Salesman/Manager/Sales team for specific Product, Product Categories, Discount limit or based on profit margin, currently there is no such kind of features in default Odoo so here you can have this feature with this odoo module. This Odoo apps calculates sales commission based on configuration set on settings such as confirm sales order, invoice validation and invoice payment and this commission amount calculates based on configurations of sales commission policy defined such as Partner, Products and Product categories, Discounts limit and based on profit margin.This calculated commission generated as commission. Once commission is calculated this odoo apps generate separate commission lines and you can also able to generate Sales commission lines PDF Reports from this commission lines . You can also able to make vendor bills/supplier invoice easily from the commission lines for sales team /sales person also for external partners.

Looking for POS and Sales commission Odoo Apps, please check below link
Sales Commission for POS-Point of Sale and Sales Order by Order/Invoice/Payment Odoo Apps.

Features

Commission on Sales Order.

User can configure commission while creating sales order, commission will be given based on sales person.

Sales Commission on Payment.

While payment is done by customer commission will be calculated based on sales person.

Sales Commission on Invoice.

While validating invoice commission will be calculated based on sale person.

Sales Commission based on Partner, Margin, Product & Product Category.

You are allowed to give commission based on Partner, Margin, Product and product category.

Sales Commission Configuration

You have to do some configuration after installing this module. First of all you have to give rights to the user in order to use functionality of this module will be visible to that user.

Sales Commission Conditions Configuration

Here you can configure based on which condition related sales persons commission will be calculate. you can calculate commission in three ways :

Commission based on sales order:

In this condition when sale order is confirmed at that time the commission of related salesperson or manager is calculated.

Commission based on invoice:

In this condition when invoice is validated at that time the commission of related salesperson or manager is calculated.

Commission based on payment:

In this condition when invoice is paid at that time the commission of related salesperson or manager is calculated.

Commission based on sales order

When you want to give commission to the sales person while the sale order is being confirmed you can select this condition. you can find sales commission lines under the tab of sales commission on sales order form.

Commission based on invoice

When you want to give commission to the sales person while the invoice is being validated you can select this condition. you can find sales commission lines under the tab of sales commission on invoice form.

Commission based on payment.

When you want to give commission to the sales person while the invoice is being paid you can select this condition. you can find sales commission lines under the tab of sales commission on invoice form

Commission based on refund/return invoice/payment

When invoice was refund/return then you can find sales commission lines under the tab of sales commission on invoice form.

Sales commission menu

You can find menu of sales commission under configuration menu of sales.

Types of Commission provided

You can define four types of commission from this module.

  • Standard Commission,
  • Partner based Commission,
  • Product/ Product Category/ Margin Based Commission,
  • Discount Based.

Standard Commission

Standard commission is a basic type of commission you need to just add the percentage of commission you want to give to the selected sales person based on total sale order under that sales user.

Partner based Commission

In Partner based Commission you can define two different percentage of sales commission based on category of partner whether partner is Affiliated Partner or Non-Affiliated Partner. A partner can be Affiliated Partner or Non-Affiliated Partner not both.

Product/ Product Category/ Margin Based Commission

In Product/ Product Category/ Margin Based Commission you need to define based on which field and what product category or product subcategory you want to define sales commission.

Calculation based on Product:

If you select calculation based on Product the sales commission will be given on the unit sale price of that product.

Calculation based on Product Category:

If you select calculation based on Product the sales commission will be given on the unit sale price of that product category.

Calculation based on Margin:

If you select calculation based on Product the sales commission will be given on based on the margin between the sale price and cost price of that product sold.

You can also specify on which factor you want to give sales commission.

Fix Price

Sales commission will be applied on fix price given by the user

Margin Price

In margin price sales commission will be calculate according to margin parameter given.

Commission Exception

With this option you have to just give the percentage of sales commission.

Discount based Commission

In Product/ Product Category/ Margin Based Commission you need to define based on which field and what product category or product subcategory you want to define sales commission.

  • Discount is not given in order line
  • Maximum discount percentage
  • Commission Percentage while discount percentage is more than 25%

You can Setup Commission Rule for specific discount percentage.

Sales Commission analysis report

You can view the analysis report for the sales commission given to each and every sales user by the this report.

Sale Commission Report

You can generate the sale commission report by select start and end date and sales person for sale commission report.

Figure Shows the generated report.

Commission Lines

You can generate invoice from commission line as shown in figure.

As Shown in figure create invoice by group of sales person.

Figure Shows invoice group by sales person.

Figure Shows the Commission Account added to Vendor Bill.

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At BrowseInfo we offer end to end solution for Odoo services. Which includes analysis & consultation on the workflows and integration part. Please note that You're not allowed to distribute this module after purchase! Incase of any question regarding this module feel free to email us on ticket@browseinfo.in or raise a ticket on support.

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Great Module
by
Scott Hart
on 9/12/17, 9:04 AM

Great Module. Was very helpful in calculating each salesman's commissions easily based upon different sets of rules. Would highly recommend this.


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