Odoo18 - How to setup Sales Commission based on Amount Sold and Amount Invoiced

In this article and below video tutorials, you will learn how to set up Sales Commission on Total "Amount Invoiced" as well how to set up Sales Commission based on Total "Amount Sold" with consideration on Achievement OR based on Targets.

1. Let's explore how to setup Sales Commission based on Total "Amount Sold"

In this video tutorial, you will learn how to set up Sales Commission on Total "Amount Sold" method based on Achievement OR based on Targets.

To set up a sales commission based on the amount sold in Odoo18, you can follow these general steps:

1. Enable Sales Commission Module

Make sure that the "Sales Commission" is enabled in sales configuration.

2. Configure Commission Plans

Configuration: Under the configuration menu, look for "Sales Teams" or "Commission Plans."

Create a Commission Plan: Set up a new commission plan, specifying the achievement or fixed amount based on the sales order total.

3. Assign Commission Plans to Salespersons

Salespersons: Navigate to the Employees section and select your salespeople.

Assign Plans: In each salesperson's profile, link them to the appropriate commission plan you created.

4. Define Commission Based on Sold Amount

Commission Rules: Set rules in your commission plan. For instance, you can set the percentage to be applied on the total sold amount based on achievement OR based on Target.

Here, please do remember, the "Rate" field plays very important role to calculate achievement amount based on total amount to calculate commission.

2. Let's explore how to setup Sales Commission based on Total "Amount Invoiced"

In this video tutorial, you will learn how to set up Sales Commission on Total "Amount Invoiced" method based on Achievement OR based on Targets.

To set up a sales commission based on the amount invoiced in Odoo18, you can follow these general steps:

1. Enable Sales Commission Module

Make sure that the "Sales Commission" option is enabled in sales configuration settings.

2. Configure Commission Structures

Go to Sales: Navigate to the Sales application.

Configuration: Under the configuration menu, look for "Sales Teams" or "Commission Plans."

Create a Commission Plan: Set up a new commission plan, specifying the percentage or fixed amount based on the invoice total.

3. Assign Commission Plans to Salespersons

Salespersons: Navigate to the Employees section and select your salespeople.

Assign Plans: In each salesperson's profile, link them to the appropriate commission plan you created.

4. Define Commission Based on Invoiced Amount

Commission Rules: Set rules in your commission plan. For instance, you can set the percentage to be applied on the total invoiced amount.

And see the commission summary based on the achievements.

Invoicing: Ensure that the invoicing process is correctly set up so that the commission is calculated upon confirmation of invoices.

#odoo18 #odootutorials #odooerp #odoo #odoocommunity #odoosupport #salesmanagement