Sales Commissions Based on Target with Amount Ranges by Sales/Invoice/Payment

by
Odoo          
v 10.0 v 11.0 v 12.0 Third Party 9

149.00 €

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Technical name sales_commission_target_fix_percentage
LicenseSee License tab
Websitehttp://wwww.probuse.com
Read description for v 13.0 v 12.0 v 11.0
Required Apps Sales (sale)
Invoicing (account)
Technical name sales_commission_target_fix_percentage
LicenseSee License tab
Websitehttp://wwww.probuse.com
Read description for v 13.0 v 12.0 v 11.0
Required Apps Sales (sale)
Invoicing (account)

Sales Commissions with Amount Ranges by Sales/Invoice/Payment

Fixed Amount / Percentage

This module provide feature to manage Sales Commissions with Amount Ranges by Sales/Invoice/Payment.


This module allow company to manage sales commission with different options. You can configure after installing module what option/policy your company is following to give commissions to your sales users.
We are allowing you to select When to Pay and Calculation based on . Here you can define policy which will be used to give commission to your sales team.


For every Calculation based on we are allowing you to select Commission Amount Type:
1. Sales Manager Commission Based on: % (By Percentage) or Fixed Amount
2. Sales Person Commission Based on: % (By Percentage) or Fixed Amount

And it will also allow you to have sales total ranges and give percentage or fixed amount based on that ranges. For example $1 to $5000 Sales will have Sales Manager Commission = 10% or Fixed Amount $1000 and Sales Person Commission = 15% or Fixed Amount $2000 and $5001 to $20000 Sales will have Sales Manager Commission = 15% or Fixed Amount $2500 and Sales Person Commission = 25% or or Fixed Amount $3000 and so on..
Note: If you have configuration by ranges then it will be consider as first preference but if you do not have configuration in by ranges then it will take field of Sales Manager Commission % and 2. Sales Person Commission %. So system is very flexible which allow you to setup your own flow.

If you keep Sales Manager Commission 0% then system will not create sales commission lines and sales commission worksheet. System will work only with single option at time ie for example you can select When to Pay = Invoice confirm and calculation based on = Product category so system will run on that and create commission.

Please note that When to Pay = Customer payment is only supported with Calculation based on Sales Team. - Other options are supported in matrix.

Workflow will be:
Option1 :

Sales Confirmation -> Create Sales commission worksheet (if not created for current month) -> Add Sales commission lines on worksheet -> For every sales of current month, system will append sales commission lines on worksheet. -> End of month Accouant may review worksheet and create commision invoice to pay/release commision to sales person.


Option2 :

Invoice Validate -> Create Sales commission worksheet (if not created for current month) -> Add Sales commission lines on worksheet -> For every invoice validation of current month, system will append sales commission lines on worksheet. -> End of month Accouant may review worksheet and create commision invoice to pay/release commision to sales person.


Option3 :

Customer Payment -> Create Sales commission worksheet (if not created for current month) -> Add Sales commission lines on worksheet -> For every payment from customer of current month, system will append sales commission lines on worksheet. -> End of month Accouant may review worksheet and create commision invoice to pay/release commision to sales person.


Commission to sales person always will be in company currency. Multi currency is supported for this module so sales order/ invoice / payment can be in different currency but system will take care for it and create commission lines in company currency.
Sales Commission product is created using data and you still can change commission product on commission worksheet to create commission invoice.
Commission amount will be based on Net Revenue Model where it consider amounts without taxes. (This module does not support Gross Margin Model)


Menus
---- Invoicing/Commissions
---- ---- Invoicing/Commissions/Commission Worksheets
---- ---- Invoicing/Commissions/Sales Commissions Lines
---- Sales/Commissions
---- ---- Sales/Commissions/Commission Worksheets
---- ---- Sales/Commissions/Sales Commissions Lines

Configuration for Sales Commission

Calculation based on = Product Category For Commission Amount Type ==>Fixed Amount

Calculation based on = Product Category For Commission Amount Type ==>By Percentage

Calculation based on = Product For Commission Amount Type ==>Fixed Amount

Calculation based on = Product For Commission Amount Type ==>By Percentage

Calculation based on = Sales Team For Commission Amount Type ==>Fixed Amount

Calculation based on = Sales Team For Commission Amount Type ==>By Percentage

When to Pay = Sales Confirmation

Sales Commission Lines with Sales Confirmation Option

One line for sales person and second line for sales team manager.

When to Pay = Invoice Validate

Sales Commission Lines with Invoice Validate Option

When to Pay = Customer Payment

Sales Commission Lines with Customer Payment Option

Sales Commission Worksheet

System will create sales commission worksheet for every sales person for every month automatically and insert all sales commision lines inside that and using this sales commision sheet account team can pay sales commision.

Using create invoice button account department can release payment and create commision invoice.

PDF Report for Sales Commission Worksheet by Sales Person/Manager


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Sales Commission by Sales/Invoice/Payment

Sales Commission by Sales/Invoice/Payment to Multi Users

Sales Commission to Internal Users and External Partners

Contact / Support

If you need any help or want more additional features,
you may contact us through e-mail at
Email:contact@probuse.com
Website:www.probuse.com
Skype: mustufa_probuse

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