Sales Commission

by
Odoo          
v 10.0 Third Party

100.00 €

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Technical name sales_commission_module
LicenseSee License tab
Required Apps Sales (sale)
Invoicing (account)

Sales Commission by Sales/Invoice to Internal Users and External Partners

This module provide feature to manage Sales Commission by Sales/Invoice to Internal Users and External Partners.


Video Tutorial: Click Here to Watch


- For configuration: Go to Sales Commission Menu, Click on set percentages and create the percentages involved.


- To generate commission: While creating a sales order, selected the 'Commission based' on field, other fields will populate.


- Select the percentage commission, the Agent or Team involved.



- Select 'Commission Paid Via' option. (Default: Sales). Use the Sales or Invoice If you are generating commission directly from sales or invoice respectively.
- When a sales order is generated, click on the Confirm Sale button- it will generate a commission with an open state.
You can see the sales commission generated on the commission tab after Order lines Tab,


- When you create an Invoice for the sales order, you will also see the sales commission passed to the commission line in the invoice page.
- You can also validate this to create or update an existing worksheet.
- When you want to register a payment for the transaction, please Check on the 'Apply Commission'checkbox to indicate to you want to include commission for the payment
Commission will be used to calculate the commission payment.

- Once done, the system automatically updates(Add) the paid commission to the 'Amount paid' field of the existing commission worksheet.
- Once the value of total paid commission is equal to the commission 'Amount to pay', the system marks the status to paid completely.
- You can also go to the worksheet under Sales Commission Menu to register or create commission payment any time you want.


Initial Settings for Commissions Process

Sales Commission Worksheet

You can setup and create all commission from this worksheet section. This will pass through levels of approval.

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