Description
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 Calculations Based on Sales, Payments Received & Invoicing
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.
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.
There are 9 Types of Criteria which can be created are detailed as follows
Sales Commission Payments based on:
- Sales Validation & Product
- Sales Validation & Product Category
- Sales Validation & Sales Team
- Invoice validation & Product
- Invoice validation & Product Category
- Invoice validation & Sales Team
- Payment validation & Product
- Payment validation & Product Category
- 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.
