Title: Sales Commission on Sales/Invoice/Register Payment based on Configuration.
1Sales Commission from Sales/Invoice/Payment in
Odoo
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- Contact 079-29700001
- Email contact_at_browseinfo.in
- Website https//browseinfo.in/
2Introduction
- 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.
3Introduction
- 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.
4Features
- 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.
5Features
- 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.
6Sales 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.
7Sales 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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9Commission 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.
10Sales commission menu
- You can find menu of sales commission under
configuration menu of sales.
11Types 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.
12Standard 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.
13Partner 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.
14Find video tutorial here Odoo Sales Commission
on Sales/Invoice/Register Payment
15Product/ 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.
16You can also specify on which factor you want to
give sales commission.
17Discount 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
18You can Setup Commission Rule for specific
discount percentage.
19Sales Commission analysis report
- You can view the analysis report for the sales
commission given to each and every sales user by
the this report.
20Sales Commission report
- You can generate the sale commission report by
select start and end date and salesperson for
sale commission report.
21Commission Lines
- You can generate invoice from commission line as
shown in figure.
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Contact on contact_at_browseinfo.in
23Browseinfo
Sensing your needs
Contact 079-29700001 Email contact_at_browseinfo.in
24Browseinfo
Contact 079-29700001 Email contact_at_browseinfo.in
Sensing your needs