Sales Commission by Sales/Invoice/Payment to Multi Users

Sales Commission in Odoo for Multiple Internal Users

This module provides features to manage sales commision by Sales Order / Customer Invoice Validate / Customer Payments Portal for Multi Internal Users.

Main Features:

• This module will allow your company to set up users' job positions who are going to receive commission on Customer form and allow them to set up percentages on Sales team / Product / Product Category.
• This module provides features to manage sales commision with different options. You can configure after installing a module on your database what option/policy your company is following to give sales commissions to your sales persons and other people related to that sales. For example you can set up commissions to Sales man, Sales manager, Sales agent, Branch manager etc.
• Module will allow you to select and configure When to Pay and Calculation based on . Here you can define a policy which will be used to give commission to your sales team and other people related to that sales.
• For every Calculation based on we are allowing you to set: Percentage based on users job position.
• System will work only with a SINGLE option at time i.e. for example you can set When to Pay = Invoice confirm and calculation based on = Product category so system will set workflow based on that and create sales commissions.
• Please note that When to Pay = Customer payment is only supported with Calculation based on Sales Team. - Other options (Product and Product Category) are NOT supported in matrix for Customer payment.
• For down payment % and fixed amount, you have to configure the percentage on down payment product and this way the module will allow down payments invoices to process with sales commission.
• MMain advantage of using this app is that it allows you to edit percentages at time of processing sales. For example initially you can set up your percentage of sales team/ product / category but when you create Sales order/ Invoice you can modify that percentage. This modification allows for percentage with Sales team policy as well as on product and product category where you can open/edit Sales order line / Invoice line and edit percentage.
• For more details please check below screenshot and watch the video.

Menus Available:

• Sales
• Configuration
• Settings
• Commissions
• Commission Worksheets
• Sales Commissions Lines
• Invoices
• Configuration
• Settings
• Commissions
• Commission Worksheets
• Sales Commissions Lines

Sales Commission workflow will be:

Option1 :

Sales Confirmation -> Create Sales commission worksheet (if not created for current month) -> Add Sales commission lines on worksheet -> For every sales of current month, system will append sales commission lines on worksheet. -> End of month Accountant may review worksheet and create commision invoice to pay/release commision to sales person.

Option2 :

Invoice Validate -> Create Sales commission worksheet (if not created for current month) -> Add Sales commission lines on worksheet -> For every invoice validation of current month, system will append sales commission lines on worksheet. -> End of month Accountant may review worksheet and create commision invoice to pay/release commision to sales person.

Option3 :

Customer Payment -> Create Sales commission worksheet (if not created for current month) -> Add Sales commission lines on worksheet -> For every payment from customer of current month, system will append sales commission lines on worksheet. -> End of month Accountant may review worksheet and create commision invoice to pay/release commision to sales person.

Commission to sales users and other users always will be in company currency. Multi currency is supported for this module so sales order/ invoice / payment can be in different currency but the system will take care of it and create commission lines in company currency. So you do not have to worry about it.

Sales Commission products are created using data and you still can change commission products on commission worksheets to create commission invoices.

Commission amount will be based on Net Revenue Model where it considers amounts without taxes. (This app does not support Gross Margin Model).

We have also publised similar app https://www.odoo.com/apps/modules/14.0/sales_commission_calculation/ which supports fixed two users 1. Sales Person and 2. Sales Manager to get commission. If your business process matches it then you can go with that.

Initial Settings for Sales Commissions Process

Sales Commission Levels

You can setup and create all commission levels which are going to receive commission on your company Sales activities.

Customer Form - Set Commission Leves

So you have to setup Sales Commission Level on that Commission Level for every customers and this will be used while creating commission record. For example when you do sales for Toni Rhodes then selected levels of user will be receving commissions based on % configured on Sales team/ Product / Product Category.

Calcalulation based on = Product Category

If you have select Calcalulation based on product category then you have to specify percentages by each levels and that will be used to give commission to users and external partners.

Calcalulation based on = Product

If you have select Calcalulation based on product then you have to specify percentages by each levels and that will be used to give commission to users and external partners.

Calcalulation based on = Sales Team

If you have select Calcalulation based on sales team then you have to specify percentages by each levels and that will be used to give commission to users and external partners.

When to Pay = Sales Confirmation

When to Pay = Sales Confirmation then order confirmation of your sales order will create sales commission for selected users.

Sales Commissions Users Setting (For When to Pay = Sales Confirmation)

When you select customer on Quote/Order then Levels configured on that customer will automatically pop up on this screen so you only have to enter internal user or external partners value in this tab.

Sales Commissions Level % Setting (For When to Pay = Sales Confirmation AND Calcalulation based on = Sales Team)

Sales Commission Lines with Sales Confirmation Option

When to Pay = Sales Confirmation with Calc Based on = Product

When to Pay = Invoice Validate

Sales Commissions user Setting (For When to Pay = Invoice Validate)

When to Pay = Invoice Validate then validation of invoice will create sales commission for selected users and external partners.

Sales Commissions Level Setting(For When to Pay = Invoice Validate AND Calcalulation based on = Sales Team)

Sales Commission Lines with Invoice Validate Option

When to Pay = Customer Payment

Sales Commission Lines with Customer Payment Option

Sales Commission Worksheet

System will create sales commission worksheet for every sales users/ External partners and levels for every month automatically and insert all sales commision lines shown above inside that and using this Sales Commission Worksheet account team can pay sales commission.

Using create invoice button account department can release payment and create commision invoice.

PDF Report for Sales Commission Worksheet by Sales Person/Manager and External Partners

Contact / Support
Introducing Probuse Consulting Services Pvt. Ltd.