Sale Referrer Report
by Terrabit https://www.terrabit.ro , Voicu Stefan https://www.terrabit.ro
Odoo
In-App Purchases
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Sales (sale_management)
• CRM (crm) • Invoicing (account) • Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Website (website) • Purchase (purchase) • Subscriptions (sale_subscription) |
| Lines of code | 134 |
| Technical Name |
deltatech_sale_referrer_raport |
| License | OPL-1 |
| Website | https://www.terrabit.ro |
Sale Referrer Report
This module extends the sales functionality to track and report on commissions for referrers.
Key features:
- Commission Tracking: Automatically calculates commissions on Sales Order lines based on the selected commission plan.
- Referrer Sales Visibility: Adds a smart button on the Partner form to quickly view all sales orders where that partner is the referrer.
- Payment Status: Allows tracking whether the referrer commission has been paid for a specific Sales Order.
- Enhanced Reporting: Integrates referrer information and commission amounts into the Sales Analysis report.
- Invoice Integration: Passes commission information from Sales Orders to the generated invoices.
Table of contents
Usage
Tracking Referrer Commissions
- Set up Referrer on Sales Order:
- Go to Sales > Orders > Quotations.
- Create or open a Quotation.
- In the Other Info tab, select a Referrer and a Commission Plan.
- Calculate Commission:
- The module will automatically calculate the commission for each line and the total commission for the order based on the rules defined in the commission plan.
- View Referrer Sales from Partner:
- Go to Contacts and open a partner record.
- Click the Referrer Sales smart button (with the USD icon) to see all sales orders linked to this partner as a referrer.
- Mark as Paid:
- When viewing the list of sales orders for a referrer, you can use the Pay button to mark the commission as paid.
- Reporting:
- Go to Sales > Reporting > Sales.
- You can now group by Referrer and see the Referrer Commission in the measures to analyze commission costs and referrer performance.
Bug Tracker
Bugs are tracked on Terrabit Issues. In case of trouble, please check there if your issue has already been reported.
Do not contact contributors directly about support or help with technical issues.
Credits
Authors
- Terrabit
- Voicu Stefan
Contributors
- Terrabit:
- Voicu Stefan
- Dorin Hongu dhongu@gmail.com
Do not contact contributors directly about support or help with technical issues.
Maintainers
Current maintainer:
This module is part of the terrabit-ro/bitshop_ent project on GitHub.
You are welcome to contribute.
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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