| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Invoicing (account) • Point of Sale (point_of_sale) • Restaurant (pos_restaurant) • Sales (sale_management) • Inventory (stock) |
| Lines of code | 1744 |
| Technical Name |
wbl_pos_employee_commission |
| License | OPL-1 |
| Website | https://store.weblyticlabs.com |
| Versions | 15.0 16.0 17.0 18.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Invoicing (account) • Point of Sale (point_of_sale) • Restaurant (pos_restaurant) • Sales (sale_management) • Inventory (stock) |
| Lines of code | 1744 |
| Technical Name |
wbl_pos_employee_commission |
| License | OPL-1 |
| Website | https://store.weblyticlabs.com |
| Versions | 15.0 16.0 17.0 18.0 |
Commission
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POS Employee Commission
The POS Employee Commission app is essential for managing employee commissions in retail or service businesses using Odoo POS. It allows the admin to set up custom commission rules, track employee earnings, and process payouts smoothly. Employees can view their current commission balance and initiate withdrawals easily. The app also automates commission calculations based on specific rules for products, customers, and sales amounts. After customer payments, commission amounts are credited to employees in real time. Employees can request payouts, and the admin can approve or deny these requests directly from the backend. Once processed, the system updates the employee's commission balance, and notifications are sent to both the admin and the employees. Overall, it streamlines commission management, enhances transparency, and supports timely payouts.
POS Employee Commission Benefits
Streamlined Workflow with Automated Processes
Enhanced Transparency for Employees
Accurate Tracking and Record-Keeping
Flexible Payout Requests & Approvals
Easy Commission Management
Timely Commission Payments
POS Employee Commission Features
Commission Rule Setup:
- The admin creates commission rules in the POS -> Commission -> Rules section, defining minimum and maximum amounts, and selecting between fixed or percentage-based commissions.
Admin Payout Approval:
- The admin views all payout requests in the backend and can approve or deny each request. Approved payouts generate invoices, and payments are processed automatically.
Employee & Customer Targeting:
- Admin assigns specific employees and target customers to each commission rule, with flexible and targeted commission calculations.
Payout Management:
- Employees request payouts by clicking a payout button on the POS, entering the amount, and submitting a payout request popup.
Email Notifications:
- Notifications are sent via email to both the POS employee and the admin regarding payout requests and processing status.
Commission Crediting:
- After customer payment, the employee's commission is automatically credited, with records visible on the POS and backend.
Automatic Balance Adjustment:
- Once payout is completed, employee commission balances are updated immediately.
Real-time Commission Tracking:
- POS employees see their current commission balance in real time after each sale.
POS Employee Commission Workflow
- Go to POS, select Commission, then Rules to add new commission rules.
- For creating a new rule, the admin enters: Rule name, Minimum and maximum order amount, Preferred commission type: Fixed or Percentage, Specific product(s) and target customer(s), and Assigned POS employee from the employee list. The system saves the rule and displays all rules on the backend for management.
- Admin goes to the POS configuration to activate the commission rule.
- POS users select products to sell, and during the process, they can add target customers and process payments.
- Based on the rule, the system automatically credits the employee's commission after the customer completes the payment.
- Employee can view their commission record list in the POS interface.
- Employee initiates a payout request on the POS by clicking the Action button, then selecting Payout Commission.
- The employee enters the requested payout amount and writes a payment description.
- A confirmation message popup appears.
- POS -> Commission -> Commission Payout. Admin views all payout requests in the backend, with status updates (Pending, Approved, Denied).
- Admin can approve or deny requests based on preference.
- Upon approval, the admin clicks the Invoice smart button to generate a payout invoice.
- After the payout invoice payment, the payout status updates, and the paid amount reflects in the employee's commission balance.
- Once the payout is completed, the employee's commission balance is automatically updated in the system.
- Notifications are sent via email to both the employee and the admin.
Frequently Asked Questions
Sometimes you need a quick answer to your
question. You can get it right away here.
General
Rules
Go to POS > Configuration > Rules, then click on Rules to create or edit them.
Rules List
Commission rules are available in the backend for viewing and management.
Create Employee Commission Rule
Provide a rule name, set minimum and maximum amounts, and choose between fixed or percentage commission. Define the commission amount, select the product and customer, then assign the employee.
Assign Employee
Click on add to line to assign an employee.
Targeted Employee Popup
Admin chooses the targeted employee from the available list.
POS Configuration Settings
The admin selects the employee commission rule under POS > Configuration > Settings.
POS User Employee
The commission box for the targeted employee appears on the POS product screen.
Product Add and Select Customer
Choose items with specific products and add them to the cart, then select the target customer.
POS Receipt
Show the POS receipt with order information.
Employee Commission Credit on POS Screen
The commission amount is credited after the payment is completed.
Employee Commission History
Employees can view their commission history by clicking the commission option.
Employee Commission List On the Backend
Admin can access the employee commission list with statuses by going to POS > Commission > Employee Commission.
Commission Details On The Backend
In the backend, the admin can review employee commission information.
Action Tab On The POS Screen
Click on the Action tab to proceed.
Payout Commission Tab
The POS employee clicks on the payout commission tab to withdraw their commission amount.
Payout Commission Popup
After clicking the payout tab, the payout popup appears, showing the available amount. The employee can then enter the requested payment amount and add a description, then click on the payment request button.
Request Submitted Popup
Display a success popup after the payment request is submitted.
Commission Payout List On The Backend
Navigate to POS > Commission > Commission Payout to view and manage the payout request list, including status updates.
Commission Payout Approve
The admin reviews payout requests and approves or denies them based on their preferences.
Invoice Smart Button
After approval of the payout request, the invoice smart button appears. Use it to access the invoice details or proceed with payment.
Invoice Page
The admin processes the invoice payment to settle the payout. They can then review the commission payout details for transparency and record-keeping.
Status Update
Once the request is approved, the system reflects the updated status.
Commission History Smart Button On The Backend
Completing the payout request causes the smart button label to change, confirming the payout process is finished.
Commission Amount Update On POS User Employee
Once the payout request is completed, the system automatically adjusts the commission amount accordingly.
Commission Payout History
The commission payout history details are accessible to POS employee users for review. This supports transparency and accurate tracking of earned commissions.
Emails
Emails are sent to the admin and the employee.
Email: Send Admin to Employee
The commission credited notification email is sent automatically to inform the employee of the payment.
Email: Send Admin to Employee
A payout request email is automatically sent, enabling smooth processing and record-keeping.
Email: Send Admin to Admin
The payout request received message is sent automatically to confirm successful submission and initiation of payout processing.
Email: Send Admin to Employee
Once the payment is approved, an email notification is sent to confirm the transaction.
Commission Rules
Go to POS configuration settings and select a different commission rule to customize your commissions. This allows flexible management of commission.
Deny Button On Backend Commission Payout Page
The admin clicks deny to reject the payout request. This action declines the payout and updates the request status accordingly.
Popup Message
This pop-up message appears for both approval and denial of payout requests. It confirms the action taken.
Email: Send Admin to Employee
An email notification is sent to inform that the payout request has been denied. This ensures clear communication and proper record-keeping.
Invalid Amount Popup On POS User Employee Screen
An invalid popup appears when a payout amount is too high; the employee to correct it.
Employee Commission All List On The Backend
The admin can view all employee commission history records in the backend. This provides a complete overview for tracking and analysis.
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