How to Create New Commission Plan in Odoo 18 Sales App | Odoo 18 Sales Commission | Odoo 18 Features – CBMS Odoo ERP

How to Create New Commission Plan in Odoo 18 Sales App | Odoo 18 Sales Commission | Odoo 18 Features – CBMS Odoo ERP

Odoo offers robust tools to manage sales commissions effectively. It provides flexibility to configure various commission structures based on different criteria like sales amount, product category, sales person, and more.

Key Features and Configuration

Commission Types:

– Fixed Percentage: A set percentage of the total sales amount.

– Product-based: Commission based on specific product margins or sales.

– Target-based: Commission linked to achieving sales targets.

– Tiered: Commission rates vary based on sales volume.

Commission Plans:

Define specific commission plans for different sales teams or individuals.
Assign plans to partners (salespeople) based on their roles and performance.

Set commission rates, base amounts, and calculation methods.

Commission Calculation:

Odoo automatically calculates commissions based on sales orders, invoices, or payments.

You can configure when commissions are generated (e.g., upon invoice confirmation, payment receipt).

Integration with accounting ensures accurate commission expense recording.

Commission Tracking:

Detailed commission reports earned, paid, and outstanding.
Analyze sales performance and commission payouts.

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