sales_commission_target_fix_percentage

Sales Commissions with Amount Ranges by Sales/Invoice/Payment

Fixed Amount / Percentage

Sales Commission Based on Fixed Amount / Percentage with Amount Ranges

This module provides features to manage Sales Commissions with Amount Ranges by Sales Order Confirm /Customer Invoice Validate /Customer Payment.

Main Features :
  • This module allows companies to manage sales commission with different options. You can configure after installing the module what option/policy your company is following to give commissions to your sales users.
  • We are allowing you to select When to Pay and Calculation based on . Here you can define a policy which will be used to give commission to your sales team.
  • For every Calculation based on we are allowing you to select Commission Amount Type:
  • Sales Manager Commission Based on: % (By Percentage) or Fixed Amount
  • Sales Person Commission Based on: % (By Percentage) or Fixed Amount
  • And it will also allow you to have sales total ranges and give percentages or fixed amounts based on that range. For example $1 to $5000 Sales will have Sales Manager Commission = 10% or Fixed Amount $1000 and Sales Person Commission = 15% or Fixed Amount $2000 and $5001 to $20000 Sales will have Sales Manager Commission = 15% or Fixed Amount $2500 and Sales Person Commission = 25% or or Fixed Amount $3000 and so on.
  • Note: If you have configuration by ranges then it will be considered as first preference but if you do not have configuration in by ranges then it will take the field of Sales Manager Commission % and 2. Salesperson Commission %. So the system is very flexible which allows you to set up your own flow.
  • If you keep Sales Manager Commission 0% then the system will not create sales commission lines and sales commission worksheet. System will work only with a single option at time i.e. for example you can select When to Pay = Invoice confirm and calculation based on = Product category so the system will run on that and create commission.
  • Please note that When to Pay = Customer payment is only supported with Calculation based on Sales Team. - Other options are supported in matrix.
  • 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 the sales person 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.
  • Sales Commission products are created using data and you still can change commission products on commission worksheet to create commission invoice.
  • Commission amount will be based on Net Revenue Model where it considers amounts without taxes. (This module does not support Gross Margin Model)
  • Available Menus:
  • Menus
  • Invoicing
  • Commissions
  • Commission Worksheets
  • Sales Commissions Lines
  • Sales
  • Commissions
  • Commission Worksheets
  • Sales Commissions Lines

odoo_job_costing_progress_billing