Employee Sales Order — Attribution, Commission & Performance
by Cerevantix Technologies https://cerevantix.com$ 68.86
Turn sales attribution into performance you can act on
Assign a responsible employee to every sale order, invoice, delivery, lead and purchase order — then track commission, quotas and rankings from one dashboard, tied to your real HR employee directory.
Odoo's Salesperson field is tied to the login user, not the HR employee record — so when a deal is worked by someone other than whoever typed it in, or a business needs to calculate commission and hold specific staff accountable for orders, invoices and deliveries, there is no clean way to do it. Teams fall back on spreadsheets that break the moment someone changes role.
Employee Sales Order links every sales document to a real HR employee, propagates that attribution automatically from quotation through invoice and delivery, and turns it into commission calculations, quota tracking and a live performance dashboard — all inside Odoo, with role-based access control.
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Everything you need for employee accountability
Every capability below is implemented in the module.
Attribution across the whole chain
Assign a responsible employee on sale orders, customer invoices, deliveries, CRM leads and purchase orders — one consistent accountability lens from pipeline to fulfillment.
Automatic propagation
The employee set on a sale order carries forward automatically to its invoice and delivery, so nobody has to re-tag the same person three times.
Commission on autopilot
Set a default percentage-of-revenue commission rate, override it per employee, and split commission across shared-deal lines with per-line rates.
Quota tracking with status at a glance
Set a target per employee and period; achievement, variance and status (on track, behind, met) are computed and color-coded automatically.
Employee sales dashboard
A dedicated graph, pivot and list analysis of revenue, commission and order count per employee — filter, group and drill down by person.
Employee record, enriched
Every employee card shows a sales-count badge, commission rate, and one-click smart buttons through to their orders and invoices.
Bulk reassignment wizard
Reassign the responsible employee across selected sale orders in one guided action — built for staff changes and territory moves.
Smart default from the customer
Set a default responsible employee on a customer record so back-office order entry stays accurate without manual tagging.
Role-based access, built in
Dedicated security groups gate who can see commission data, employee smart buttons and cross-employee performance views, with a settings toggle to control visibility.
How it works
Assign the employee
Pick a responsible employee on a sale order, or let it default automatically from the customer record.
Confirm the order
The employee, and any shared-deal split, is locked in for commission and reporting the moment the order is confirmed.
Propagate automatically
The same employee carries through to the resulting invoice and delivery — no re-entry, no gaps.
Track and pay out
Review the dashboard, quotas and rankings, then use the computed commission amounts for payout.
See it in action
From dashboard to document — attribution, commission and quotas throughout.
Employee sales performance dashboard in graph view, ranking revenue and commission by person.
Pivot analysis of untaxed revenue, commission and order count — grouped and filtered by employee.
Full per-employee sales analysis list, ready to filter, group and export.
Sales quotas listed with color-coded status — met, on track, or behind.
Quota detail: target, achieved, variance and achievement rate for one employee and period.
Settings: toggle employee sales displays and set the default commission rate.
Sale order form with the Responsible Employee field and computed commission rate/amount.
Employee Split notebook page for dividing commission across multiple employees on a shared deal.
Sale order list with an optional employee column plus filter and group-by employee.
Customer invoice carrying the Responsible Employee forward automatically from the order.
Delivery order showing the Responsible Employee set automatically on order confirmation.
CRM lead with a Responsible Employee, defaulted from the partner, so attribution starts at the pipeline.
Purchase order extended with the same Responsible Employee accountability lens.
Customer record with a Default Responsible Employee, used to auto-fill new documents.
Employee record with commission rate and smart buttons through to their orders and invoices.
Employee kanban card showing a live sales-count badge.
Bulk reassignment wizard for moving orders to a new responsible employee in one action.
Frequently asked
How is this different from the Salesperson field?
Salesperson is tied to the Odoo login user. Responsible Employee is tied to your HR employee directory, so it stays correct even when orders are entered by an assistant or a shared login, and it powers commission and quota reporting the Salesperson field cannot.
Does the employee carry through to invoices and deliveries automatically?
Yes. Once set on the sale order, the Responsible Employee propagates automatically to the resulting customer invoice and delivery order — no re-entry required.
Can commission be split across more than one employee on a deal?
Yes. The Employee Split page on the sale order lets you divide a shared deal across multiple employees, each with their own commission rate.
Who can see commission and performance data?
Dedicated security groups control access to commission fields, employee smart buttons and cross-employee performance views, with a settings toggle to enable or disable the displays entirely.
Get in Touch
Have questions or need customization? Every purchase includes 30 days of free support — we are here to help.
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Employee Sales Order — attribution, commission and performance for Odoo Sales, Invoicing, Delivery, CRM and Purchase, tied to your HR employee directory.
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Employees (hr) • Invoicing (account) • Purchase (purchase) • Sales (sale_management) • Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Inventory (stock) |
| Lines of code | 935 |
| Technical Name |
cerevantix_employee_sales_order |
| License | OPL-1 |
| Website | https://cerevantix.com |
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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