Sales Commission on Sales/Invoice/Register Payment based on Configuration.

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Sales Commission from Sales/Invoice/Payment in
Odoo
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• Contact 079-29700001
• Email contact_at_browseinfo.in
• Website https//browseinfo.in/

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Introduction

• Want to provide commission to your
  Salesman/Manager/Sales team for specific Product,
  Product Categories, Discount limit or based on
  profit margin, currently there is no such kind of
  features in default Odoo so here you can have
  this feature with this Sales commission from
  sales order Odoo apps.
• This Sales Commission on Payment in Odoo apps
  calculates sales commission based on
  configuration set on settings such as confirm
  sales order, invoice validation and invoice
  payment and this commission amount calculates
  based on configurations of sales commission
  policy defined such as Partner, Products and
  Product categories, Discounts limit and based on
  profit margin.

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Introduction

• This calculated commission generated as
  commission. Once commission is calculated this
  Calculate commission Odoo app generate separate
  commission lines.
• you can also able to generate Sales commission
  lines PDF Reports from this commission lines .
• You can also able to make vendor bills/supplier
  invoice easily from the commission lines for
  sales team /sales person also for external
  partners.

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Features

• Commission on Sales Order User can configure
  commission while creating sales order, commission
  will be given based on sales person.

Sales Commission based on Partner, Margin,
Product Product Category You are allowed to
give commission based on Partner, Margin, Product
and product category.
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Features

• Sales Commission on Payment While payment is
  done by customer commission will be calculated
  based on sales person.

Sales Commission on Invoice While validating
invoice commission will be calculated based on
salesperson.
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Sales Commission Configuration

• You have to do some configuration after
  installing this Sales Commission on Invoice Odoo
  module. First of all you have to give rights to
  the user in order to use functionality of this
  module will be visible to that user.

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Sales Commission Conditions Configuration

• Here you can configure based on which condition
  related sales persons commission will be
  calculate. you can calculate commission in three
  ways
• 1) Commission based on sales order In this
  condition when sale order is confirmed at that
  time the commission of related salesperson or
  manager is calculated.
• 2) Commission based on invoice In this
  condition when invoice is validated at that time
  the commission of related salesperson or manager
  is calculated.
• 3) Commission based on payment In this
  condition when invoice is paid at that time the
  commission of related salesperson or manager is
  calculated.

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Commission based on refund/return invoice/payment

• When invoice was refund/return then you can find
  sales commission lines under the tab of sales
  commission on invoice form.

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Sales commission menu

• You can find menu of sales commission under
  configuration menu of sales.

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Types of Commission provided

• You can define four types of commission from this
  module.
• Standard Commission,
• Partner based Commission,
• Product/ Product Category/ Margin Based
  Commission,
• Discount Based.

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Standard Commission

• Standard commission is a basic type of commission
  you need to just add the percentage of commission
  you want to give to the selected sales person
  based on total sale order under that sales user.

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Partner based Commission

• In Partner based Commission you can define two
  different percentage of sales commission based on
  category of partner whether partner is Affiliated
  Partner or Non-Affiliated Partner. A partner can
  be Affiliated Partner or Non-Affiliated Partner
  not both.

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Find video tutorial here Odoo Sales Commission
on Sales/Invoice/Register Payment
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Product/ Product Category/ Margin Based
Commission

• In Product/ Product Category/ Margin Based
  Commission you need to define based on which
  field and what product category or product
  subcategory you want to define sales commission.
• 1) Calculation based on Product If you select
  calculation based on Product the sales commission
  will be given on the unit sale price of that
  product.
• 2) Calculation based on Product Category If you
  select calculation based on Product the sales
  commission will be given on the unit sale price
  of that product category.
• 3) Calculation based on Margin If you select
  calculation based on Product the sales commission
  will be given on based on the margin between the
  sale price and cost price of that product sold.

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You can also specify on which factor you want to
give sales commission.
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Discount based Commission

• In Product/ Product Category/ Margin Based
  Commission you need to define based on which
  field and what product category or product
  subcategory you want to define sales commission.
• Discount is not given in order line
• Maximum discount percentage
• Commission Percentage while discount percentage
  is more than 25

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You can Setup Commission Rule for specific
discount percentage.
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Sales Commission analysis report

• You can view the analysis report for the sales
  commission given to each and every sales user by
  the this report.

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Sales Commission report

• You can generate the sale commission report by
  select start and end date and salesperson for
  sale commission report.

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Commission Lines

• You can generate invoice from commission line as
  shown in figure.

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Browseinfo
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Contact 079-29700001 Email contact_at_browseinfo.in
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Browseinfo
Contact 079-29700001 Email contact_at_browseinfo.in
Sensing your needs