This module provide feature to manage sales commision by Sales/Invoice/Payments to Multi Users.

 

 

This module will allow your company to setup users job positions who is going to receive commission on Customer form and allow to setup percentages on Sales team / Product / Product Category.

This module provide feature to manage sales commision with different options. You can configure after installing 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 commission 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 policy which will be used to give commission to your sales team and other people related to that sales.

For every Calcalulation based on we are allowing you to set: Percentage based on users job position.System will work only with SINGLE option at time ie 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 percentage on down payment product and this way module will allow down payments invoices to process with sales commission.

Main advantage of using this app is that allow you to edit percentage at time of processing sales. For example initial you can setup your percentage of sales team/ product / category but when you create Sales order/ Invoice you can modify that percentage. This modification allow 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.

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 Accouant 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 Accouant 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 Accouant 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 system will take care for 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 commission product on commission worksheet to create commission invoice.Commission amount will be based on Net Revenue Model where it consider amounts without taxes. (This app does not support Gross Margin Model).

Menus
---- Sales/Configuration/Sales Commission Level

---- Invoicing/Commissions

---- ---- Invoicing/Commissions/Commission Worksheets

---- ---- Invoicing/Commissions/Sales Commissions Lines

---- Sales/Commissions

---- ---- Sales/Commissions/Commission Worksheets

---- ---- Sales/Commissions/Sales Commissions Lines

We have also publised similar app https://www.odoo.com/apps/modules/10.0/sales_commission_calculation/ which support fixed two users 1. Sales Person and 2. Sales Manager to get commission. If your business process match it then you can go with that.

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