Effective Implementation of Commission Plans in Odoo18

Effective commission plans in odoo18 are essential for motivating sales teams and driving business growth In Odoo 18, businesses can leverage advanced tools to create, manage, and optimize commission structures tailored to their goals. By aligning incentives with performance, Odoo 18 not only boosts sales productivity but also enhances employee satisfaction and retention. This article explores why commission plans matter for businesses and how Odoo18 simplifies their implementation for measurable success.

Salesperson commissions in Odoo18

Salesperson commissions in Odoo18 Sales can and managed by establishing pay rules based on sales performance or specific criteria, depending on sales targets or sales of items. Custom processes inside the sales or invoicing modules can to create automated commission calculations. The system may also generate detailed reports for tracking and managing commissions, as well as ensure payout accuracy and transparency.

Sales commissions can through the Odoo18 Sales module Ensure that the Commission option in the invoicing section in the sales module settings.

The commissions assist in managing the sales and sales teams targets and commissions. Then, save the changed configurations. A new tab called Commissions will appear alongside the Products menu.

My Commissions, Commissions, Commission Plans, and Adjustments are among the options on the Commissions menu.

How to Setup a New Commission Plan

Let’s set up a new Commission plan. To do so, click on Commission Plans. The list view shows pre-configured commission plans, including the plan name, type, periodicity, company name, start and end dates, and state.

Enter the name of the commission plan in the field. The plan can then be carried out based on either Target or Achievement and it can to a single salesperson or a sales team. Then set the On Target Commission (OTC), followed by the start and complete dates, and finally the commission payment frequency.

To see the salesperson’s commission, go to the Commission menu and select My Commission Calculate the desired completion % and commission amount. Click the Create New Commission Level button to add a new commission level.

The On-Time Target at 1500 dollars. Here, six commission levels up. When the salesman reaches 100% of his target, he receives a $1500 commission. After completing 150% of the target, the salesman earns a $3000 commission. The related graph can on the right side.

The next option is Targets, which will show based on the Payment Frequency you choose. The frequency to quarterly, which is why Monthly periods show there. The duration, from and to dates, and target amount for each month there

Achievement Tab in Odoo18

The Achievement tab comes next, where the user can determine the salesperson’s achievement percentage. 10% of each invoiced amount will allocated as the salesperson’s achievement.

In addition, you can choose the type of achievement depending on the amount invoiced amount sold quantity invoiced quantity sold and the margin.

In the Salespeople tab you can assign the salesperson eligible for the plan to include additional salespeople click the Add Multiple Salesperson button

Approved Button in Odoo18

After making any necessary modifications the user can click the Approve button at the top of the form. The commission plan’s status will then change to Approved as illustrated below.

There is a smart tab called Commissions The Commissions tab displays all commissions that have If the user selects the smart tab, all commissions will there.

The new commission plan has been successfully configured Next, let’s see how a salespersons commission Start by creating a new sales order. Go to the Orders menu and select Quotations. You’ll find a list of created quotations there. To create a new one, click the New button.

To view the salesperson’s commission, navigate to the Commission menu and click My Commission.

Select Adjustments from the Commission menu. It is used to make adjustments to the commission. The salesperson’s name, date, type, and number of invoices are displayed. If the user needs to make some changes, click the New button.

$10 was included as an adjustment. The salesperson is the same Mitchell Admin. The date is entered, and the type is Amount Invoiced.

Odoo18 simplifies commission management for salespeople by automating tracking and calculations according to customizable rules This simplifies incentive management, ensures consistency, and effectively motivates the sales team.