Description
Supported :
Enterprise
Community
CBMS.sh
Sales Commission on Sales Order, Invoice and Register Payment CBMS Apps
Want to provide commission to your Salesman/Manager/Sales team for specific Product, Product Categories, Discount limit or based on profit margin, currently there is no such kind of features in default CBMS so here you can have this feature with this CBMS ODOO module. This CBMS apps calculates sales commission based on configuration set on settings such as confirm sales order, invoice validation and invoice payment and this commission amount calculates based on configurations of sales commission policy defined such as Partner, Products and Product categories, Discounts limit and based on profit margin.This calculated commission generated as commission. Once commission is calculated this CBMS ODOO apps generate separate commission lines and you can also able to generate Sales commission lines PDF Reports from this commission lines . You can also able to make vendor bills/supplier invoice easily from the commission lines for sales team /sales person also for external partners.
Looking for POS and Sales commission CBMS Apps, please check below link
Sales Commission for POS-Point of Sale and Sales Order by Order/Invoice/Payment CBMS Apps.
We have added Translation using google translate for English (US), Arabic, French / Français, Spanish / Español and Dutch / Nederlands, if you want to change translation terms or add new translation provide us translation, we will add that without any cost.
Features
Commission on Sales Order.
User can configure commission while creating sales order, commission will be given based on sales person.
Sales Commission on Payment.
While payment is done by customer commission will be calculated based on sales person.
Sales Commission on Invoice.
While validating invoice commission will be calculated based on sale person.
Sales Commission based on Partner, Margin, Product & Product Category.
You are allowed to give commission based on Partner, Margin, Product and product category.
Commission Access Rights.
Commission manager and user acceess rights, only manager can create and configure commission, and user can see commission line, and analysis.
Commission Analysis and Report.
User can see commission analysis and print commission report for specific sales person between selected dates.
Sales Commission Access Rights
User with “Sales Commission : Manager” can create and configure different types of commissions based on different conditions.
Sales Commission Menu
Under Sales > Configuration > Sales Commission menu manager can create different types of commissions.
Types of Commission Provided
Commission manager can define four types of commission from this module.
- Standard Commission,
- Partner based Commission,
- Product/ Product Category/ Margin Based Commission,
- Discount Based.
Standard Commission
Standard commission is a basic type of commission you need to just add the percentage of commission you want to give to the selected sales person based on total sale order under that sales user.
Partner based Commission
In partner based commission you can define two different percentage of sales commission based on category of partner whether partner is “Affiliated” or “Non-Affiliated” partner. A partner can be Affiliated or Non-Affiliated not both.
Product/ Product Category/ Margin Based Commission
In Product/ Product Category/ Margin Based Commission you need to define based on which field and what product category or product subcategory you want to define sales commission.
Calculation based on Product:
If manager select calculation based on Product the sales commission will be given on the unit sale price of that product.
Calculation based on Product Category:
If manager select calculation based on Product the sales commission will be given on the unit sale price of that product category.
Calculation based on Margin:
If manager select calculation based on Product the sales commission will be given on based on the margin between the sale price and cost price of that product sold.
You can also specify on which factor you want to give sales commission.
Fix Price
Sales commission will be applied on fix price given by the user
Margin Price
In margin price sales commission will be calculate according to margin parameter given.
Commission Exception
With this option you have to just give the percentage of sales commission.
Discount based Commission
In Product/ Product Category/ Margin Based commission you need to define based on which field and what product category or product subcategory you want to define sales commission.
- Discount is not given in order line
- Maximum discount percentage
- Commission Percentage while discount percentage is more than 25%
You can Setup Commission Rule for specific discount percentage.
Sales Commission Conditions Configuration
Here user can configure based on which condition related sales persons commission will be calculate. you can calculate commission in three ways :
Commission based on Sales Order:
In this condition when sale order is confirmed at that time the commission of related salesperson or manager is calculated.
Commission based on Invoice:
In this condition when invoice is validated at that time the commission of related salesperson or manager is calculated.
Commission based on Payment:
In this condition when invoice is paid at that time the commission of related salesperson or manager is calculated.
Commission based on Sales Order
When you want to give commission to the sales person while the sale order is being confirmed you can select this condition. you can find sales commission lines under the tab of sales commission on sales order form.
Commission based on Invoice
When you want to give commission to the sales person while the invoice is being validated you can select this condition. you can find sales commission lines under the tab of sales commission on invoice form.
Commission based on Payment.
When you want to give commission to the sales person while the invoice is being paid you can select this condition. you can find sales commission lines under the tab of sales commission on invoice form
Sales Commission Analysis
You can view the analysis report for the sales commission given to each and every sales user by the this report.
Sales Commission Analysis Report
You can view the analysis report for the sales commission given to each and every sales user by the this report.
Commission Lines
User can see generated commission line as shown in figure.
User can generate invoice from commission line using group by of sales person.
Figure shows the Commission Account added to Vendor Bill.
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Free Support
You will get 90 Days free support incase any bugs or issue (Except data recovery).
At CBMS TECHNOLOGIES LTD we offer end to end solution for CBMS services. Which includes analysis & consultation on the workflows and integration part. Please note that You’re not allowed to distribute this module after purchase! Incase of any question regarding this module feel free to email us on sales@mycbms.com or raise a ticket on support.
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