Sales Commission to Internal Users and External Partners

Sales Commission by Sales Order/Invoice/Payment to Users and External Partners

Sales Commission Odoo Apps

Sales Commission for Internal Users and External Sales Agents

Commission Based on Sales Order Confirm / Invoice Validate / Customer Payment

This module provides features to manage Sales Commission by Sales order / Customer Invoice Validate / Customer Payment Validate to Internal Users and External Partners / Sales External Agents.

Main Features:

• This module will allow your company to set up internal users and external partners’/agents who are going to receive a commission on the customer form and allow them to set up commission percentages on the Sales team / Product / Product Category based on the option you select under settings.
• This module provides features to manage sales commission 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 salespersons and other external partners/agents related to that sales. For example, you can set up commissions to Salesman, Sales Manager, Sales Agent, Branch manager, External Agents, etc.
• The module will allow you to select and configure When to Pay and Calculation based on. Here you can define a policy that will be used to give commission to your sales team and other external partners related to that sales.
• For every Calculation based on we are allowing you to set: Percentage based on the user’s job position. The system will work only with a SINGLE option at a time ie, for example, you can set When to Pay = Invoice to confirm and calculation based on = Product category so the 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 the matrix for Customer payment.
• For down payment % and fixed amount, you have to configure the percentage on down payment products, and this way the module will allow down payment invoices to process with a sales commission.
• The main advantage of using this app is that it allows you to edit percentages at the time of processing sales. For example, initially, you can set up your percentage of sales team/product/category but when you create a 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.

Menus Available:

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

Workflow will be:

Option1 :

Sales Confirmation -> Create Sales commission worksheet (if not created for the current month) -> Add Sales commission lines on worksheet -> For every sale of the current month, the system will append sales commission lines on the worksheet. -> End of month Accountant can review worksheet and create commission invoice to pay/release commission to salespersons and external partners/agents.

Option2 :

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

Option3 :

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

Commission to sales users, other users, and external partners/agents always will be in company currency. Multi-currency is supported for this module so sales orders/invoices/payments can be in different currencies 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 product is created using data and you still can change the commission product on the commission worksheet to create a commission invoice.

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