Configuration of commission based on trigger

In the module allows businesses to set up commission rules that are activated by specific triggers. These triggers could be based on factors like reaching a certain sales target, completing a deal, or achieving specific milestones. Once the trigger conditions are met, the commission is automatically calculated and applied according to the configured rules.

Configuration --> Partner affiliated or not !!!

Enables businesses to define commission structures based on whether a partner is affiliated with the company. This allows the system to differentiate commission rates or rules for affiliated partners, such as internal sales agents, versus non-affiliated partners like external resellers or independent agents.

Commission Types screen

The Commission Types screen in the Odoo Sales Commission module is where users can set up and manage different types of commission structures. This screen allows you to define the parameters for each commission type, including the calculation method (fixed amount, percentage, tiered rates), applicable conditions, and the products or sales activities they apply to. This centralized management helps ensure consistency and accuracy in how commissions are awarded across various sales processes.

Configuration --> Commission Types

Sales Commission module allows businesses to define various types of commissions, such as fixed, percentage-based, or tiered commissions. This flexibility enables companies to tailor commission structures to different sales scenarios, ensuring that agents are rewarded appropriately based on the type of sale, product category, or other specific criteria.

Trigger --> Sale order confirm

In the module allows businesses to set up a commission trigger that activates when a sale order is confirmed. Once a sale order reaches the confirmed status, the configured commission rules are applied, calculating the commission due to the sales agent or partner based on the details of that particular order. This ensures timely and accurate commission payouts aligned with confirmed sales.

Sales commission screen

Where users can view, track, and manage the commissions earned by sales agents or partners. This screen typically displays detailed information such as the sales orders linked to each commission, the calculated commission amounts, the status of payments, and any associated conditions or triggers. It serves as a centralized dashboard for monitoring commission-related activities, ensuring transparency and efficient management of sales incentives.

Trigger --> Invoice confirm

A configuration option that activates commission calculations when an invoice is confirmed. Once an invoice reaches the confirmed status, the system automatically applies the relevant commission rules, ensuring that sales agents or partners are rewarded based on finalized financial transactions. This trigger is particularly useful for businesses that tie commissions to revenue recognition rather than just order confirmations.

Commission screen

Where users can review detailed information about all commission entries generated within the system. This screen typically displays key data such as the commission amount, the sales order or invoice linked to the commission, the responsible sales agent, and the status of the commission (e.g., pending, paid). It serves as a comprehensive overview for tracking and managing commission payments, helping ensure accuracy and transparency in the compensation process.

Bills screen

In th module provides a detailed view of all commission-related billing entries. It typically shows information such as the bill amount, associated sales orders or invoices, the status of each bill (e.g., draft, validated, paid), and any relevant dates. This screen helps users manage and track the billing process for commissions, ensuring that payments are processed accurately and efficiently.

Generate Bills

In the module allows businesses to automatically create billing entries based on the calculated commissions. Once commissions are generated and approved, this feature streamlines the process of issuing bills or payment requests to the accounting department, ensuring that sales agents or partners receive their due payments. This automation reduces manual effort, minimizes errors, and ensures timely and accurate commission payouts.

Create Reverse Invoice

A credit note or reverse invoice to correct or adjust previously issued invoices. This feature is useful for handling returns, cancellations, or errors in the original invoice. By creating a reverse invoice, users can effectively manage adjustments to commissions and ensure accurate accounting records.

Credit notes screen

Displays all credit notes issued to adjust or correct invoices. It includes details such as the credit note amount, associated sales orders or invoices, the reason for the adjustment, and the status of each credit note (e.g., draft, validated, refunded). This screen helps users manage and track credit notes, ensuring that corrections are accurately processed and reflected in the commission and accounting records.

Sales Commission Report

A comprehensive overview of commission data over a specified period. This report typically includes information such as total commissions earned, commission by sales agent or partner, sales orders or invoices linked to commissions, and any adjustments or deductions. It helps users analyze commission performance, track payouts, and assess the effectiveness of commission structures, aiding in financial reporting and strategic decision-making.

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