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Globalteckz - Official Odoo Partners | www.globalteckz.com| Odoo 10 Sales Commission/Incentive Calculations Based on Sales,
Payments Received & Invoicing
www.globalteckz.com
Odoo 10 Sales
Commission/Incentive
Calculations
Based on Sales,
Payments Received &
Invoicing
(Odoo version – 10)
Version: 1-01
Document Security: Public
Presented by Globalteckz Team
www.globalteckz.com
Globalteckz - Official Odoo Partners | www.globalteckz.com| Odoo 10 Sales Commission/Incentive Calculations Based on Sales,
Payments Received & Invoicing
Version Control Log Version Author Description of Changes Date
Odoo Version Author Document Name
10 Globalteckz
Odoo 10 Sales Commission/Incentive
Calculations Based on Sales, Payments
Received & Invoicing
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Originated in India.
Globalteckz - Official Odoo Partners | www.globalteckz.com| Odoo 10 Sales Commission/Incentive Calculations Based on Sales,
Payments Received & Invoicing
Odoo 10 Sales Commission/Incentive Calculations Based on Sales, Payments Received &
Invoicing
Easily Manage Complex Commission or Incentive Plans to Enhance Corporate Goals
Globalteckz Sales Commission/Incentive Management module allows businesses to design, track
and pay sales commission plans, based on 9 different criteria. The easy-to-use Odoo app
specifically crafted for creating and maintaining complex multi-tiered commission plans,
including managing and calculating sales compensation based on criteria such as Products,
Team based, Payments received and so on . . . 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.
Odoo Sales Commission / Incentive Management module offers you with following features:
Calculate Sales commission based on :
a. Sale Validation
b. Invoice Validation
c. Payment Validation
d. Products Sold
e. Product Category
f. Sales Team
Automate payments via approval for incentives.
Linked with Accounting
Manage Journals separately
Manage payable commission
Pay Commission
Paid Commission
Generate Commission Reports
Further customizable as per your business requirements.
Globalteckz - Official Odoo Partners | www.globalteckz.com| Odoo 10 Sales Commission/Incentive Calculations Based on Sales,
Payments Received & Invoicing
After installation Odoo Sales Commission Module
After installation of Sales Commission module you can go into Sales > Click on Settings
In Settings you can see Sale Commission where you can decide when to pay
We have 3 types of When to Pay and 3 types of Calculation based on which helps you to create 9
types of criteria for managing incentives of sales person.
Globalteckz - Official Odoo Partners | www.globalteckz.com| Odoo 10 Sales Commission/Incentive Calculations Based on Sales,
Payments Received & Invoicing
There are 9 Types of Criteria which can be created are detailed as follows
Sales Commission Payments based on:
1. Sales Validation & Product
2. Sales Validation & Product Category
3. Sales Validation & Sales Team
4. Invoice validation & Product
5. Invoice validation & Product Category
6. Invoice validation & Sales Team
7. Payment validation & Product
8. Payment validation & Product Category
9. Payment validation & Sales Team
Sale Validation = When a Sale is made
In this case whenever a sale is made the sales person is liable for commission either invoice is
created or payments are made.
Invoice Validation = When the invoice is Created
When invoice is validated then only the salesperson gets the commission
Payment Validation = When the payments are done by the client
In this case when the payments are made by the customer then only salesperson is liable for the
commission the sales commission is calculated based on the payments received can be part
payment or full payments.
Globalteckz - Official Odoo Partners | www.globalteckz.com| Odoo 10 Sales Commission/Incentive Calculations Based on Sales,
Payments Received & Invoicing
ACCOUNTING SET UP FOR MANAGING INCENTIVES
To set up the accounting you can go into Accounting > Chart of Accounts > and click on “Create
Button”
You can put the code – Name – Type as receivable – and then Save as showed in the below
image
Globalteckz - Official Odoo Partners | www.globalteckz.com| Odoo 10 Sales Commission/Incentive Calculations Based on Sales,
Payments Received & Invoicing
JOURNAL SET UP
To Create your journals – go into Accounting > Journals > Click on Create button – A form will
open where you can put Journal name – Type as “purchase” - short code Default Debit account
as the recently created commission (check on the code you have given)
Globalteckz - Official Odoo Partners | www.globalteckz.com| Odoo 10 Sales Commission/Incentive Calculations Based on Sales,
Payments Received & Invoicing
Once the Journal is set up go into Accounting > Configuration > Settings and select Commission
journal as Commission After saving you can start using the module based on the 9 criteria as per
your business processes.
Here we have taken an example of Sale person who is selling the products and based on different
criteria how the incentives are calculated
Globalteckz - Official Odoo Partners | www.globalteckz.com| Odoo 10 Sales Commission/Incentive Calculations Based on Sales,
Payments Received & Invoicing
CRITERIA NO 1:
Incentive and commission calculation based on SALES VALIDATION & PRODUCT
Here the sales person created a quotation and confirm it as a sale (no invoice validation done
and no payments are made by the customer on particular product)
Globalteckz - Official Odoo Partners | www.globalteckz.com| Odoo 10 Sales Commission/Incentive Calculations Based on Sales,
Payments Received & Invoicing
Globalteckz - Official Odoo Partners | www.globalteckz.com| Odoo 10 Sales Commission/Incentive Calculations Based on Sales,
Payments Received & Invoicing
Below is the image of incentive calculated on first criteria
CRITERIA NO 2:
Incentive and commission calculation based on SALES VALIDATION & PRODUCT
CATEGORY
Globalteckz - Official Odoo Partners | www.globalteckz.com| Odoo 10 Sales Commission/Incentive Calculations Based on Sales,
Payments Received & Invoicing
Setting up of Commission percentage for product Categories
Here in this particular product category of Apple products we have set up commission as 10%
Here the sales person created a quotation and confirm it as a sale (no invoice validation done
and no payments are made by the customer on particular product)
Globalteckz - Official Odoo Partners | www.globalteckz.com| Odoo 10 Sales Commission/Incentive Calculations Based on Sales,
Payments Received & Invoicing
Below is the image of incentive calculated on Second Criteria
CRITERIA NO 3:
Incentive and commission calculation based on SALES VALIDATION & SALES TEAM
Globalteckz - Official Odoo Partners | www.globalteckz.com| Odoo 10 Sales Commission/Incentive Calculations Based on Sales,
Payments Received & Invoicing
Setting up of Commission percentage for Sales team
You can go into Sales > Sales Team > Click on any one of the sales team, there you can set up
incentives to sales manager and Sales person we have put 10% and 5% respectively
Here the sales person created a quotation and confirm it as a sale (no invoice validation done
and no payments are made by the customer on particular product)
Globalteckz - Official Odoo Partners | www.globalteckz.com| Odoo 10 Sales Commission/Incentive Calculations Based on Sales,
Payments Received & Invoicing
In other information you can see the sales manager and sales team
Below is the image of incentive calculated on Third criteria
Globalteckz - Official Odoo Partners | www.globalteckz.com| Odoo 10 Sales Commission/Incentive Calculations Based on Sales,
Payments Received & Invoicing
CRITERIA NO 4:
Incentive and commission calculation based on INVOICE VALIDATION & PRODUCT
Here the sales person created a quotation and confirm it as a sale including the invoicing done
(No payments are made by the customer on particular product)
Globalteckz - Official Odoo Partners | www.globalteckz.com| Odoo 10 Sales Commission/Incentive Calculations Based on Sales,
Payments Received & Invoicing
Globalteckz - Official Odoo Partners | www.globalteckz.com| Odoo 10 Sales Commission/Incentive Calculations Based on Sales,
Payments Received & Invoicing
Below is the image of incentive calculated on Forth criteria
Globalteckz - Official Odoo Partners | www.globalteckz.com| Odoo 10 Sales Commission/Incentive Calculations Based on Sales,
Payments Received & Invoicing
CRITERIA NO 5:
Incentive and commission calculation based on INVOICE VALIDATION & PRODUCT
CATEGORY
Here the sales person created a quotation and confirm it as a sale including the invoicing done
(No payments are made by the customer on particular product)
Globalteckz - Official Odoo Partners | www.globalteckz.com| Odoo 10 Sales Commission/Incentive Calculations Based on Sales,
Payments Received & Invoicing
Below is the image of incentive calculated on Second criteria
Globalteckz - Official Odoo Partners | www.globalteckz.com| Odoo 10 Sales Commission/Incentive Calculations Based on Sales,
Payments Received & Invoicing
CRITERIA NO 6:
Incentive and commission calculation based on INVOICE VALIDATION & SALES TEAM
Here the sales person created a quotation and confirm it as a sale including the invoicing done
(No payments are made by the customer on particular product) We have already set up the
commission structure in previous example of Criteria number 3
Globalteckz - Official Odoo Partners | www.globalteckz.com| Odoo 10 Sales Commission/Incentive Calculations Based on Sales,
Payments Received & Invoicing
Below is the image of incentive calculated on Sixth criteria
Globalteckz - Official Odoo Partners | www.globalteckz.com| Odoo 10 Sales Commission/Incentive Calculations Based on Sales,
Payments Received & Invoicing
CRITERIA NO 7:
Incentive and commission calculation based on PAYMENT VALIDATION & PRODUCT
We have already set up 10 % commission on products previously
Here the sales person created a quotation and confirm it as a sale including the invoicing done
Globalteckz - Official Odoo Partners | www.globalteckz.com| Odoo 10 Sales Commission/Incentive Calculations Based on Sales,
Payments Received & Invoicing
Now the payments are made by the customer (Partial Payment 50%)
Below is the image of incentive calculated on Seventh criteria
Globalteckz - Official Odoo Partners | www.globalteckz.com| Odoo 10 Sales Commission/Incentive Calculations Based on Sales,
Payments Received & Invoicing
CRITERIA NO 8:
Incentive and commission calculation based on PAYMENT VALIDATION & PRODUCT
CATEGORY
We have already set up 10 % commission on product Category previously
Here the sales person created a quotation and confirm it as a sale including the invoicing done
including the payments are made by the customer (Partial Payment 50%)
Globalteckz - Official Odoo Partners | www.globalteckz.com| Odoo 10 Sales Commission/Incentive Calculations Based on Sales,
Payments Received & Invoicing
Below is the image of incentive calculated on Eight criteria
Globalteckz - Official Odoo Partners | www.globalteckz.com| Odoo 10 Sales Commission/Incentive Calculations Based on Sales,
Payments Received & Invoicing
CRITERIA NO 9:
Incentive and commission calculation based on PAYMENT VALIDATION & SALES TEAM
We have already set up the respective commission for team as 10% and 5% previously
Here the sales person created a quotation and confirm it as a sale including the invoicing done,
Including the payments are made by the customer (Partial Payment 60%)
Globalteckz - Official Odoo Partners | www.globalteckz.com| Odoo 10 Sales Commission/Incentive Calculations Based on Sales,
Payments Received & Invoicing
Globalteckz - Official Odoo Partners | www.globalteckz.com| Odoo 10 Sales Commission/Incentive Calculations Based on Sales,
Payments Received & Invoicing
Below is the image of incentive calculated on Ninth criteria to sales team
SALES COMMISSION PAYMENTS
Globalteckz - Official Odoo Partners | www.globalteckz.com| Odoo 10 Sales Commission/Incentive Calculations Based on Sales,
Payments Received & Invoicing
PAID COMMISSION
REPORTS
Globalteckz - Official Odoo Partners | www.globalteckz.com| Odoo 10 Sales Commission/Incentive Calculations Based on Sales,
Payments Received & Invoicing
Globalteckz - Official Odoo Partners | www.globalteckz.com| Odoo 10 Sales Commission/Incentive Calculations Based on Sales,
Payments Received & Invoicing
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Payments Received & Invoicing
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