Sales Commission from Sales_Invoice_Payment in Odoo


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Uploaded on May 31, 2020

Category Technology

This Odoo apps calculate sales commission based on the 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.

Category Technology

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Sales Commission from Sales_Invoice_Payment in Odoo

Browseinf Sensing your o needs Sales Commission from Sales/Invoice/Payment in Odoo Contact: 079-29700001 Email: [email protected] Website : https://browseinfo.in/ 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. 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. 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. 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. 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. 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. 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. Sales commission menu : You can find menu of sales commission under configuration menu of sales. 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. 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. 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. Find video tutorial here : Odoo Sales Commission on Sales/Invoice/Register Payment 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. You can also specify on which factor you want to give sales commission. 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% You can Setup Commission Rule for specific discount percentage. 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. Sales Commission report : You can generate the sale commission report by select start and end date and salesperson for sale commission report. Commission Lines : You can generate invoice from commission line as shown in figure. Popular erh Ot Contact on : [email protected] ul e od M Browseinf Sensing your OLodreomo o needs Migiprsaumt ion OLoUreRm OLdoreomo OPIiLpsLuAm R Lo dreomo ipsum i Training Integ psruma tion congue SERVICES OLodreomo ipsum Suppport Contact: 079-29700001 Email: [email protected] Contact: 079-29700001 Browseinf Email: [email protected] Sensing your needs o