Package: odoo-addon-commission
This module provides the base functions for commission operations to enable the
following:Define agents with their commissionsAssign agents to partnersCreate settlements to summarize commissions for certain periodsYou can define which base amount is going to be taken into account: net amount
(based on margin) or gross amount (line subtotal amount).Table of contentsConfigurationUsageKnown issues / RoadmapBug TrackerCreditsAuthorsContributorsMaintainersConfigurationFor adding commissions:Go toCommissions > Configuration > Commission types.Edit or create a new record.Select a name for distinguishing that type.Select the percentage type of the commission:Fixed percentage: all commissions are computed with a fixed
percentage. You can fill the percentage in the field “Fixed percentage”.By sections: percentage varies depending amount intervals. You can
fill intervals and percentages in the section “Rate definition”.Select the base amount for computing the percentage:Sale/Invoice Amount: percentage is computed from the amount put on
sales order/invoice.Margin (Amount - Cost): percentage is computed from the profit only, taken the
cost from the product.For adding new agents:Go toCommissions > Agents. You can also access fromContacts > ContactsorSales > Orders > Customers.Edit or create a new record.On “Sales & Purchases” page, mark “Agent” check. It should be checked if
you have accessed from first menu option.There’s a new page called “Agent information”. In it, you can set following
data:The agent type, being in this base module “External agent” the only
existing configuration. It can be extended withhr_commissionmodule
for setting an “Employee” agent type.The associated commission type.The settlement period, where you can select “Bi-weekly”, “Monthly”, “Quaterly”,
“Semi-annual” or “Annual”.You will also be able to see the settlements that have been made to this
agent from this page.UsageFor setting default agents in partners:Go toInvoicing > Customers > CustomersorContacts > Contacts.Edit or create a new record.On “Sales & Purchases” page, you will see a field called “Agents” where
they can be added. You can put the number of agents you want, but you can’t
select specific commission for each partner in this base module.For settling the commissions to agents:Go toCommissions > Settlements > Settle Commissions.On the window that appears, you should select the date up to which you
want to create commissions. It should be at least one day after the last
period date. For example, if you settlements are monthly, you have to put
at least the first day of the following month.You can settle only certain agents if you select them on the “Agents”
section. Leave it empty for settling all.Click on “Make settlements” button.If there are new settlements, they will be shown after this.Known issues / RoadmapMake it totally multi-company aware.Set agent popup window with a kanban view with richer information and
mobile friendly.Bug TrackerBugs are tracked onGitHub Issues.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us to smash it by providing a detailed and welcomedfeedback.Do not contact contributors directly about support or help with technical issues.CreditsAuthorsTecnativaContributorsPexego.Davide Corio <davide.corio@domsense.com>Joao Alfredo Gama Batista <joao.gama@savoirfairelinux.com>Sandy Carter <sandy.carter@savoirfairelinux.com>Giorgio Borelli <giorgio.borelli@abstract.it>Daniel Campos <danielcampos@avanzosc.es>Oihane Crucelaegui <oihanecruce@gmail.com>Nicola Malcontenti <nicola.malcontenti@agilebg.com>Aitor Bouzas <aitor.bouzas@adaptivecity.com>Alexei Rivera <arivera@archeti.com>Tecnativa:Pedro M. BaezaManuel CaleroQuartile:Aung Ko Ko LinYoshi TashiroStudio73:Ethan HildickMaintainersThis module is maintained by the OCA.OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and
promote its widespread use.Currentmaintainer:This module is part of theOCA/commissionproject on GitHub.You are welcome to contribute. To learn how please visithttps://odoo-community.org/page/Contribute.