| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Sales (sale_management) • Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Invoicing (account) |
| Lines of code | 649 |
| Technical Name |
commission_plan |
| License | LGPL-3 |
| Website | https://www.cybrosys.com |
| Versions | 13.0 14.0 15.0 16.0 17.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Sales (sale_management) • Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Invoicing (account) |
| Lines of code | 649 |
| Technical Name |
commission_plan |
| License | LGPL-3 |
| Website | https://www.cybrosys.com |
| Versions | 13.0 14.0 15.0 16.0 17.0 |
CRM Commission Plan
CRM Commission Plan for odoo15
Overview
Motivating your sales representatives is one of the key factors for successful sales. The
commission-based
plan helps to motivate your Sales Teams and Salespersons to achieve the goals and earnings.
A Commission Plan module is a monetary incentive for motivating Salespeople to meet their Sales
quota
and the CRM Commission Plan has embraced the functionality. In the CRM Commission Plan, we have 2 types of Commission Plans
which are being defined product-wise and revenue-wise further under revenue-wise we have two types:
the straight commission and graduated commission. The CRM Commission Plan also includes the CRM Dashboard which
helps you to see the Overview of the CRM module. Here, you can view all details related to CRM
modules
such as Leads, Opportunities, Expected, and Total Revenue, also we can see the different reports on
the
various CRM activities.
Moreover, the Salesperson and the sales team
are
rewarded based on the business Opportunities they bring into the company with a well-structured plan
which
can be crafted in the beginning.
Features
Craft custom Commission to Salesperson and Sales Team
Draft Commissions based on Revenue and respective Product
Define Commission based on Product Category
Informative Commission Plan report
Configuration
For creating new commission plans:
-
Creating new commissions:
Initially Create a new commission and Choose a name to distinguish that typ
-
Select the type of the Commission:
Product-based: Commissions are calculated as the percentage of the price based on the selected product in the form.
Revenue-based: A certain percentage of revenue is given as Commission to the Salesperson
Straight revenue: Commissions are calculated using a fixed percentage of the revenue sold. You can fill the percentage in the field "Commission rate".
Graduated revenue: Commissions are calculated as a percentage of the revenue generated at amount intervals.
You can fill in the amount intervals and the percentages in the "Graduated Revenue Commission" field.
For adding Commission in Salesperson & Sales team:
- Edit the Salesperson or Sales team
- Choose a commission type
- Save it
For printing Commission in XLSX report::
- CRM -> Reporting -> Commission Report
- CRM -> Reporting -> Commission Report
Screenshots
Commission Plan
The Commission Plan window can be accessed from the Configuration tab of the module and selected on the Commission Plan menu. Here all the Commission Plan details of the operation in respect to the functioning of the Odoo CRM will be depicted.
Commission Plan based on Product Category
The Commission Plan Creation window can be accessed from the Commission Plan window and while selecting the Type the Product Wise options can be selected. Further, the Product Categories with respect to the respective Product Category based Commission Plan can be defined.
You can also choose the commission amount type as fixed or percentage for each product.
Revenue-based Commission Plan: Straight Revenue Commission Plan
The second form of Commission Plan in the Odoo CRM Commission Plan where the Sales Revenue and its
percentage
calculation will be provided as Commission to the Salesperson.
While Creating a Straight Revenue Commission plan the Commission type can be selected as
Straight
Commission. Further, the commission rate can be defined under the Straight Revenue
Commission
tab.
The commission amount type can be chosen as fixed or percentage. You need to enter the percentage rate if you choose percentage type.
You need to enter the fixed amount if you choose the fixed type.
Revenue-based Commission Plan: Graduated Revenue Commission Plan
While Creating a Graduated Revenue Commission Plan the Commission type can be selected as Graduated Commission. Further, the commission rate/ commission amount can be defined under the Graduated Revenue Commission tab.
Assigning Commission Plan for Salesperson
In the CRM Commission Plan under the respective Salesperson description tab, there will be a dedicated tab the Commission Plan where the respective Commission Plan with respect to the operation can be defined.
Assigning Commission Plan for Sales Team
In the CRM Commission Plan under the respective sales team description tab, there will be a dedicated tab the Commission Plan where the respective Commission Plan with respect to the operation can be defined.
Print the Commission Plan Report in XLSX Format
The CRM Commission Plan also holds an advanced operations feature where the Admins, as well as every User, can take the Print out of the Commission Plan Reports based on their need and for the period of operations that are required. The Reports can be generated in XLSX formats and can be saved based on the need. To take the printout of the Commission Plan Report you should go to the Reporting tab of the CRM Commission Plan and further select the Commission Plan menu and select the Required entries and Click to Print XLS.
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Clicking on printing XLS does not work
I configured it, but after clicking Print XLS, nothing happened.
Could you check it there is a bug?