Managing Salesperson Commission in Odoo18 Sales

The Odoo18 Sales module is about to help salespeople and teams manage client interactions smoothly, from the start of the sales funnel to contract signing also ensures customer needs, follow-ups, and processes In Odoo Sales module there are features like quota management and performance tracking, to clear data to support better decisions. Plus, the new Salesperson Commission in Odoo18 Sales is a great way to motivate and reward sales teams, making it easier to push for success.

Odoo18 Sales also helps the management of salesperson’s sales commissions by specifying the conditions for compensation based on sales or predetermined standards, including sales targets. Commission calculations can be integrated and automated by Sales or invoicing modules with the use of custom workflows to covers detailed report generation for commission tracking to the management and control areas, payment verifiability, and clarity.

So now the user needs to change the configuration. First, enable the Commissions field.

Configuration > Settings > Commissions

Once you’ve made all the adjustments, hit the Save button to lock in your changes. After the changes are made, you get a brand-new Commissions menu right under the Products menu

How to Create New Commissions Plan In Odoo18

Let’s create a new Commissions Plan now for that click on the Commission Plans In the list view, you can see a commission plan there, with the name, type, periodicity, company name, start and end dates, and state.

Enter the commission plan name in the designated field and Choose whether the plan will be Target or Achievement, applicable to either a salesperson or a sales team. Next, specify the On Target Commission (OTC), define the start and end dates for the period, and set the payment frequency for the commission.

New Commission Level Button In Odoo18 Sales

Users now have the ability to customise the commission levels under the Commission tab. Include the commission amount and the target completion percentage. To add a new commission level, simply click the Add a New Commission Level button.

The goal of being on time is $5,000 and two commission levels are set up here. The salesman receives a $2500 commission at the first commission level, which is 50% of the target completed. The salesperson receives a $5,000 commission once they have achieved 100% of the goal and the right side, you can see the matching graph.

Targets, which will show up based on the selected Payment Frequency, is the next tab. Quarter periods occur here because the frequency is set to quarterly. It displays the desired amount for each quarter along with the period, from, and to dates.

The next is the achievement tab where the user gets to select the achievement percentage of the salesperson. A 10% share of each invoiced amount will be assigned as the salesperson’s achievement.

Then within the tab name as Salesperson, the users will specify the users and those are the salespersons who will benefit from this particular scheme. In the Add feature, multiple salesperson users are allowed to add more salespersons to this plan.

There is also an Approve button on the top of the form which the user can click on after adding all the requirements. It will then follow that the commission plan status will change to Approved as seen in the following screenshot. Commissions is a smart tab and under the Commission’s tab, you can see all commissions there. if the user selects the Smart Tab, all commissions will automatically captured

Orders Menu And Select Quotations In Odoo18 Sales

After the new commission plan arrangement is completed now it’s time to explore how a salesperson commission in Odoo18 can calculated for that start by creating a fresh sales order. To do this, navigate to the Orders menu and select Quotations. Here, you’ll find a list of existing quotations. to add a new one, simply click the New button and proceed.

Here the chosen customer is Deco Addict. On those sections, details such as the customer’s name, the date of expiration and payment terms are displayed. Even from the order, one can decipher that the selected product is Acoustic Bloc Screen.

Now confirm the sale order first and select the Delivery to make the end of delivery. Then validate the delivery order.

Achievement Tab In Odoo18 Sales

The next step is to create the invoice for that erify the invoice to post the entries, and then click the Pay button to complete the payment. As shown in the image below, the total invoiced amount is $600.

Let’s make another sell order after that. Deco Addict is the client this time. and you can see there is sales order data . One quantity of the Customised Cabinet (Metric) was selected by the buyer and the order line displays the amounts and quantities.

Once you have delivered up to a particular client’s order, please click on the Create Invoice button to create a new invoice. After the creation, confirm and post the entries. After all, click on the Pay button to pay for the amount charged.

My Commission Menu In Odoo18 Sales

The salesman has now closed two deals. Six hundred dollars is the first invoiced amount, and a thousand dollars is the second. And the sum comes to $1600. , click on the My Commission menu To view the salesperson commission in Odoo18

Here are the commission plans that have set a target value of $2,000 for this quarter. the desired amount is displayed below. A total of $1600 has been invoiced. $160, or 10% of the total invoiced amount, is displayed under Achieved. Therefore, the Achieved Ratewhich indicates that 8% of the target amount is the achieved amountis the ratio between the Target Amount and the Achieved amount.

Now Select Adjustments from the Commission menu to add a few commission modifications and the commission menu shows the type, quantity, date, and name of the salesperson. Click the New button if the user needs to make any changes.

This time, $5,000 was included as an adjustment. and the mitchellis the Admin is the same salesperson. The type selected is Amount Invoiced, and the date is added.

You can see the commissions in the commissions menu The quantity that was achieved grew in accordance with the modification. In this case, the Achieve Rate was also altered; the $1650 commission represents 33% of $5000.

Odoo18 makes commission management easy for sales teams such as automating tracking and calculations and Odoo ERP for Sales helps motivate your sales staff, ensures accuracy, and simplifies salesperson commission in Odoo18

Want to improve your sales process? Get in touch with Transines Solutions for expert Odoo consultation. Explore our Odoo services, including implementation, customization, and support, and let us help you peak your UAE business