Sale Commission - Based on Target

by
Odoo

73.97

v 10.0 v 11.0 v 12.0 Third Party 4
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Employees (hr)
Invoicing (account)
Sales (sale_management)
Discuss (mail)
Leaves (hr_holidays)
Calendar (calendar)
Lines of code 281
Technical Name sale_commission_target_gt
LicenseSee License tab
Websitehttps://www.globalteckz.com
Versions 10.0 12.0 11.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Employees (hr)
Invoicing (account)
Sales (sale_management)
Discuss (mail)
Leaves (hr_holidays)
Calendar (calendar)
Lines of code 281
Technical Name sale_commission_target_gt
LicenseSee License tab
Websitehttps://www.globalteckz.com
Versions 10.0 12.0 11.0

Odoo Target Based Sales Commission

Easily Manage Complex Commission or Incentive Plans to based on Goals and Targets assign to a team or a sales man.

Globalteckz Sales Commission/Incentive Management module based on Targets allows businesses to design, track and pay sales commission plans, based on the targets or goals you set for each sales person. You can set the commission based on amount as well as on percentage basis. This Odoo app helps you and your sales team to be in line with the targets they are achieving and the commission they are
We have already developed Sales Commission module based on sales done, Payment received, and invoicing done. But there are certain countries or organization where target based commission method is use where a Salesman is provided with a monthly target or range of target further achieving those range the salesman is entitled for the commission set up by the company.
Our Sales incentive module helps sales teams get a clear view into their incentives through automated commission reporting, ensuring that sales reps understand their incentives and are aligned with business goals.

Click here or on live Preview button for testing this app

Odoo Sales Commission / Incentive Management module offers you with following features:

  • Calculate Sales commission based on :
    A. Percentage
    B. Amount
  • Create your own targets based on teams
  • Create special target for seasonal sales.
  • Automate payments via approval for incentives for particular period you set up
  • Linked with Accounting
  • Manage Journals separately
  • Manage payable commission
  • Linking of sales manager and salesman commission
  • Generate Commission Reports
  • Further customizable as per your business requirements.

After installation Odoo Target Based Sales Commission

The first steps needs to be done is creating the users – if the users are already created then you can skip this step
You can go into settings > Users > we will click on one of the users which is Salesman

Here we have already created the user which is salesman

After creating the salesman you can also create the sales manager to whom the saleman will report

Here You can see we have added all the related information while creating the user in Odoo

Creating Sales team Assigning the users to Sales Team

Once the users are created we will now assign these user to specific sales team

Creating a new Sales commission model

For creating new sales commission model for your team you can go into Sales > Sales Commission Target > and click on Create
We already have 2 types of Target group created in the below image based on percentage and amount basis

Sales commission calculations based on percentage method

After clicking on the create button a form will open up where you can create the new target group
You can select the commission type as percentage or amount
And you can create minimum and maximum target achieved with the commission percentage

After adding the commission target you can assign the sales person to this particular group so based on the sales the commission will be calulcated

Sales commission calculations based on Amount method

Sales commission calculations based on Amount method
And you can create minimum and maximum target achieved with the commission percentage

SALESMAN LOGGED INTO THE SYSTEM – THE PROCESS

After the salesmen logged in into the system he start preparing the quotation

Add the order lines

And add the other information which includes the sales team he is working in

Now after creating the sale order there are multiple sales order a salemen create showed in the below example

ADMINISTRATOR LOGGED INTO THE SYSTEM – PROCESS

The administrator logged into the system and click on the salesmen

Here in every employee the administrator can see the complete information of the sales done by the salesman and the commission calculated based on the method selected

The admin can see more details about the list of product sold by the salesman

SALES CONTRACTS

Sales contract can be managed easily with this module

SALES COMMISSION IN PAYROLL CALCULATION

PAYSLIPS GENERATIONS INCLUDING COMISSION

SALES MANAGER COMMSSION CALCULATION – PROCESS

Sometimes the targets and commissions are linked to a particular team – for example salesman complete some targets sales manager is also entitled for the commission for the achievement of their team
In this flow we have showed how the sales manager is entitled for the commission when he/she close sales including his/her team members

Sales manager create quotation

The quotation went into sales order

List of sales order created by the sales manager

Now Admin logged in into Odoo

Admin can see the total sales done by the sales manager

Here the sales manager commission and his team commission is also added this is optional incase you want to reward the sales manager for his/her team sales

1 Year 360 Free Support

Contact Us for any problem for Odoo Magento connector

You will be provided with Free support for 1 year in case any bugs or support while installing and testing the module. Free updates of modules for 1 year for the client who have purchased our connector.

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Our team at Globalteckz is not only bound to provide support for this particular app. Incase of any other issues related to Odoo or Magento you would like to discuss feel free to connect with us via email – info@globalteckz.com. We ensure you proper Odoo Consultancy for the development of the solution.

About Globalteckz :

Globalteckz is an official Odoo partner completed more than 50+ Odoo projects across the globe. Quality is key of our coding and we follow strict rules on Odoo Standard coding ensuring every module is bug free. At GlobalTeckz we specialize in providing ERP implementation using the best of industry methodology that ensures successful ERP implementation. Be it manufacturing trading or eCommerce industry our resource thrive to make every project success for our clients.
If you feel that this module (Odoo Magento Connector) can be helpful for your business feel free to email us on sales@globalteckz.com or raise a ticket on support

Globalteckz

Official Odoo Partner

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+91 98333 44 333
Globalteckz
+Globalteckz
@globalteckz
www.globalteckz.com

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