Skip to Content
Menu

Sales Incentive / Commission Management

by
Odoo

226.02

v 17.0 Third Party 4
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Invoicing (account)
Sales (sale_management)
Discuss (mail)
Inventory (stock)
Lines of code 2514
Technical Name setu_sales_incentive
LicenseOPL-1
Websitehttps://www.setuconsulting.com
Versions 16.0 17.0 18.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Invoicing (account)
Sales (sale_management)
Discuss (mail)
Inventory (stock)
Lines of code 2514
Technical Name setu_sales_incentive
LicenseOPL-1
Websitehttps://www.setuconsulting.com
Versions 16.0 17.0 18.0
Setu Consulting Services Pvt. Ltd.
Odoo 15 Certified Odoo 16 Certified Odoo 16 Certified
Community
Enterprise
Odoo.sh
SALES INCENTIVE

In today's competitive business landscape, motivating sales teams is paramount. Without a structured incentive or commission plan, businesses often struggle to drive sales performance and retain top talent. Say goodbye to manual calculations and inefficient incentive management processes.

Introducing our Sales Incentive / Commission Solution :

Streamline incentive management processes
Track trends and patterns in sales and incentive payouts
Implement personalized incentive plans tailored to individual needs
Optimize commission calculations for accuracy and efficiency
Gain actionable insights into sales performance and incentive distribution
Analyze the correlation between sales achievements and incentive payouts
Ensure incentive calculations align precisely with business goals and reward structures.

With our Sales Incentive/Commission Management application, businesses can make data-driven decisions, maximize sales effectiveness, and drive sustainable growth.

KEY FEATURES
Flexible Incentive Plan Scheduling

Easily set up personalized sales commision/incentive plans within your chosen time frames.

Dynamic Incentive Calculation based on Order Status

Paid, Validated, or Confirmed.

Incentive Allocation Control

Choose whether incentive amounts are deducted from the Gross Margin for hierarchical roles or calculated individually.

Tailor Goals for Each Role

Craft personalized incentives for each role, specifying distinct performance goals.

Flexible Incentive Values Specification

Specify incentive values for selected calculation methods effortlessly.

Seamless Product Selection

Easily define specific products for Incentive calculation.

Discount-adjusted Incentive Calculation

Automatically calculate incentives amount after deducting the discounted amount.

Custom Discount Adjustment for Agent Percentage Incentive

Incentive : Flexibility to tailor agent incentives after deducting customer discount percentages, ensuring fair and equitable commission structures.

Incentive Refunds Management

Ensure reimbursement of employee incentives for Sale Order Returns/Refunds.

Role-Based Team Selection

Flexibility to select sales teams or agent groups tailored to employee roles.

Multiple options for Incentive Calculation Scope

Entire Sale Order, Product, or Product Category.

Adaptable Incentive Calculation Options

Easily adjust incentives based on amount, gross margin, or quantity.

Versatile Reward Mechanisms

Choose the preferred calculation mode(Percentage or Fixed value) to compute incentives for defined parameters.

Control Range for Target Parameters

Set desired minimum and maximum ranges effortlessly.

Seamless Category Selection

Easily define specific categories for Incentive calculation

Refund Incentive Report

Tailor reports with multiple grouping options for insights into incentive refunds, distribution, and employee contributions.

Direct Sales Incentive tracking from Sale Orders

Discover sales incentives details directly within sales orders for seamless tracking and visibility.

Flexible Bill Creation Options

Effortlessly generate bills from sales incentive report records or sale orders, offering multiple choices.

Sales Incentive Report

Tailor reports to your needs by selecting multiple group by options and gain actionable insights into sales performance, incentive distribution, and employee contributions across various dimensions.

Customizable Incentive Calculation Options

Empowers users with the flexibility to decide how sales incentives are calculated - either by combining all sales orders within a defined period or evaluating each order separately to meet the target.

Employee Sales v/s Incentive Insights

Gain insights into sales trends and employee performance from a single report.

  • arrowAnalyze the correlation between sales amounts and incentive payouts across different time frames.
  • arrowCompare employee incentives against sales performance for each role.
  • arrowCompare employee incentives against sales performance for each time frame.
  • arrowCompare employee incentive for each timeframe.
Monthly Sales v/s Incentive Analysis

Track monthly sales and corresponding incentives in a single report for comprehensive performance evaluation.

  • arrowIdentify trends and patterns in sales and incentive distribution over time.
  • arrowAnalyze the relationship between sales achievements and incentive payouts on a month-by-month basis.

ADVANTAGES

Advance reordering based on STOCK REPLENISHMENT

Identify top-performing employees and areas for improvement.

Unlock actionable insights into sales trends and employee productivity from consolidated reports.

Ensure accurate rewards reflecting actual sales performance.

Optimize resource allocation by understanding the impact of incentives on sales outcomes.

Enhance employee motivation and performance management with transparent incentive analysis.

Make informed decisions on incentive structures and sales strategies based on historical data insights.

Evaluate employee performance and incentive effectiveness.

Optimize profitability and efficiency by tracking sales performance and incentives at the warehouse and product levels

Streamline performance reviews and goal setting.

Track total sales and incentives for each product, providing insights into product performance.

Simplify data interpretation with intuitive reports, enabling quick identification of trends and actionable insights.

Mitigate financial risks and liabilities associated with incentive overpayments due to returns or refunds.

Exercise control over incentive distribution methods to align with organizational goals and policies.

Prevent over-incentivization or underperformance by setting realistic boundaries for incentive attainment.

Align incentives with actual sales revenue by adjusting calculations based on discounted transaction values.

Ensure agents' commission reflects the sales value they bring, promoting equity and motivation.

Enhance transparency and accuracy in incentive by linking incentives to specific sales transactions.

Screenshots

Setu Consulting
SETU Sales Incentive
SETU Sales Incentive
SETU Sales Incentive
SETU Sales Incentive
SETU Sales Incentive
SETU Sales Incentive
SETU Sales Incentive
SETU Sales Incentive
SETU Sales Incentive
SETU Sales Incentive
SETU Sales Incentive
SETU Sales Incentive
SETU Sales Incentive
SETU Sales Incentive
Contact Us
www.setuconsulting.com
Odoo Certified Partner
Odoo 15 Certified Odoo 16 Certified Odoo 16 Certified
Watch and subscribe

Suggested Solutions

FREE SUPPORT

We will provide free support for any issues, queries, and bug fixing upto 90 days from the date of purchase of this application. Request free support

NOTE

Get notified about latest update. Please drop an email when you make purchase at Setu Consulting

Setu Consulting Services Private Limited | Odoo Certified Consultant | Offical Odoo Partner
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.

Please log in to comment on this module

  • The author can leave a single reply to each comment.
  • This section is meant to ask simple questions or leave a rating. Every report of a problem experienced while using the module should be addressed to the author directly (refer to the following point).
  • If you want to start a discussion with the author or have a question related to your purchase, please use the support page.