@ -0,0 +1,39 @@ |
|||
CRM Commission Plan |
|||
=================== |
|||
* CRM Commission Plan module for Odoo 14. |
|||
|
|||
Installation |
|||
============ |
|||
- www.odoo.com/documentation/14.0/setup/install.html |
|||
- Install our custom addon |
|||
|
|||
License |
|||
------- |
|||
General Public License, Version 3 (LGPL v3). |
|||
(https://www.odoo.com/documentation/user/14.0/legal/licenses/licenses.html) |
|||
|
|||
Company |
|||
------- |
|||
* 'Cybrosys Techno Solutions <https://cybrosys.com/>'__ |
|||
|
|||
Credits |
|||
------- |
|||
* 'Cybrosys Techno Solutions <https://cybrosys.com/>'__ |
|||
|
|||
Contacts |
|||
-------- |
|||
* Mail Contact : odoo@cybrosys.com |
|||
|
|||
Bug Tracker |
|||
----------- |
|||
Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. |
|||
|
|||
Maintainer |
|||
========== |
|||
This module is maintained by Cybrosys Technologies. |
|||
|
|||
For support and more information, please visit https://www.cybrosys.com |
|||
|
|||
Further information |
|||
=================== |
|||
HTML Description: `<static/description/index.html>`__ |
@ -0,0 +1,24 @@ |
|||
# -*- coding: utf-8 -*- |
|||
############################################################################# |
|||
# |
|||
# Cybrosys Technologies Pvt. Ltd. |
|||
# |
|||
# Copyright (C) 2021-TODAY Cybrosys Technologies(<https://www.cybrosys.com>) |
|||
# Author: Cybrosys Techno Solutions(<https://www.cybrosys.com>) |
|||
# |
|||
# You can modify it under the terms of the GNU LESSER |
|||
# GENERAL PUBLIC LICENSE (LGPL v3), Version 3. |
|||
# |
|||
# This program is distributed in the hope that it will be useful, |
|||
# but WITHOUT ANY WARRANTY; without even the implied warranty of |
|||
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the |
|||
# GNU LESSER GENERAL PUBLIC LICENSE (LGPL v3) for more details. |
|||
# |
|||
# You should have received a copy of the GNU LESSER GENERAL PUBLIC LICENSE |
|||
# (LGPL v3) along with this program. |
|||
# If not, see <http://www.gnu.org/licenses/>. |
|||
# |
|||
############################################################################# |
|||
from . import models |
|||
from . import wizard |
|||
from . import controllers |
@ -0,0 +1,46 @@ |
|||
# -*- coding: utf-8 -*- |
|||
############################################################################# |
|||
# |
|||
# Cybrosys Technologies Pvt. Ltd. |
|||
# |
|||
# Copyright (C) 2021-TODAY Cybrosys Technologies(<https://www.cybrosys.com>) |
|||
# Author: Cybrosys Techno Solutions(<https://www.cybrosys.com>) |
|||
# |
|||
# You can modify it under the terms of the GNU LESSER |
|||
# GENERAL PUBLIC LICENSE (LGPL v3), Version 3. |
|||
# |
|||
# This program is distributed in the hope that it will be useful, |
|||
# but WITHOUT ANY WARRANTY; without even the implied warranty of |
|||
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the |
|||
# GNU LESSER GENERAL PUBLIC LICENSE (LGPL v3) for more details. |
|||
# |
|||
# You should have received a copy of the GNU LESSER GENERAL PUBLIC LICENSE |
|||
# (LGPL v3) along with this program. |
|||
# If not, see <http://www.gnu.org/licenses/>. |
|||
# |
|||
############################################################################# |
|||
{ |
|||
"name": "Odoo14 CRM Commission Plan", |
|||
'description': """CRM Commission Plan for odoo14, CRM, crm commission, commission plan, crm features""", |
|||
'summary': """CRM Commission Plan for odoo14""", |
|||
"category": 'Sales', |
|||
"version": '14.0.1.0.0', |
|||
'author': 'Cybrosys Techno Solutions', |
|||
'company': 'Cybrosys Techno Solutions', |
|||
'maintainer': 'Cybrosys Techno Solutions', |
|||
'website': "https://www.cybrosys.com", |
|||
"depends": ['base', 'sale_management', 'crm'], |
|||
"data": [ |
|||
'security/ir.model.access.csv', |
|||
'views/commission.xml', |
|||
'wizard/commission_report.xml', |
|||
'views/action_manager.xml', |
|||
], |
|||
'images': [ |
|||
'static/description/banner.png', |
|||
], |
|||
'license': 'LGPL-3', |
|||
'installable': True, |
|||
'application': False, |
|||
'auto_install': False, |
|||
} |
@ -0,0 +1,22 @@ |
|||
# -*- coding: utf-8 -*- |
|||
############################################################################# |
|||
# |
|||
# Cybrosys Technologies Pvt. Ltd. |
|||
# |
|||
# Copyright (C) 2021-TODAY Cybrosys Technologies(<https://www.cybrosys.com>) |
|||
# Author: Cybrosys Techno Solutions(<https://www.cybrosys.com>) |
|||
# |
|||
# You can modify it under the terms of the GNU LESSER |
|||
# GENERAL PUBLIC LICENSE (LGPL v3), Version 3. |
|||
# |
|||
# This program is distributed in the hope that it will be useful, |
|||
# but WITHOUT ANY WARRANTY; without even the implied warranty of |
|||
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the |
|||
# GNU LESSER GENERAL PUBLIC LICENSE (LGPL v3) for more details. |
|||
# |
|||
# You should have received a copy of the GNU LESSER GENERAL PUBLIC LICENSE |
|||
# (LGPL v3) along with this program. |
|||
# If not, see <http://www.gnu.org/licenses/>. |
|||
# |
|||
############################################################################# |
|||
from . import main |
@ -0,0 +1,58 @@ |
|||
# -*- coding: utf-8 -*- |
|||
############################################################################# |
|||
# |
|||
# Cybrosys Technologies Pvt. Ltd. |
|||
# |
|||
# Copyright (C) 2021-TODAY Cybrosys Technologies(<https://www.cybrosys.com>) |
|||
# Author: Cybrosys Techno Solutions(<https://www.cybrosys.com>) |
|||
# |
|||
# You can modify it under the terms of the GNU LESSER |
|||
# GENERAL PUBLIC LICENSE (LGPL v3), Version 3. |
|||
# |
|||
# This program is distributed in the hope that it will be useful, |
|||
# but WITHOUT ANY WARRANTY; without even the implied warranty of |
|||
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the |
|||
# GNU LESSER GENERAL PUBLIC LICENSE (LGPL v3) for more details. |
|||
# |
|||
# You should have received a copy of the GNU LESSER GENERAL PUBLIC LICENSE |
|||
# (LGPL v3) along with this program. |
|||
# If not, see <http://www.gnu.org/licenses/>. |
|||
# |
|||
############################################################################# |
|||
import json |
|||
from odoo import http |
|||
from odoo.http import content_disposition, request |
|||
from odoo.addons.web.controllers.main import _serialize_exception |
|||
from odoo.tools import html_escape |
|||
|
|||
|
|||
class XLSXReportController(http.Controller): |
|||
"""XLSX Report Controller""" |
|||
|
|||
@http.route('/xlsx_reports', type='http', auth='user', methods=['POST'], |
|||
csrf=False) |
|||
def get_report_xlsx(self, model, options, output_format, token, report_name, |
|||
**kw): |
|||
"""Function for report printing""" |
|||
uid = request.session.uid |
|||
report_obj = request.env[model].with_user(uid) |
|||
options = json.loads(options) |
|||
try: |
|||
if output_format == 'xlsx': |
|||
response = request.make_response(None, headers=[ |
|||
('Content-Type', 'application/vnd.ms-excel'), |
|||
('Content-Disposition', |
|||
content_disposition(report_name + '.xlsx'))]) |
|||
report_obj.get_xlsx_report(options, response) |
|||
response.set_cookie('fileToken', token) |
|||
|
|||
return response |
|||
except Exception as e: |
|||
se = _serialize_exception(e) |
|||
error = { |
|||
'code': 200, |
|||
'message': 'Odoo Server Error', |
|||
'data': se |
|||
} |
|||
|
|||
return request.make_response(html_escape(json.dumps(error))) |
@ -0,0 +1,6 @@ |
|||
## Module <commission_plan> |
|||
|
|||
#### 18.12.2021 |
|||
#### Version 14.0.1.0.0 |
|||
#### ADD |
|||
- Initial commit for Commission Plan Module |
@ -0,0 +1,22 @@ |
|||
# -*- coding: utf-8 -*- |
|||
############################################################################# |
|||
# |
|||
# Cybrosys Technologies Pvt. Ltd. |
|||
# |
|||
# Copyright (C) 2021-TODAY Cybrosys Technologies(<https://www.cybrosys.com>) |
|||
# Author: Cybrosys Techno Solutions(<https://www.cybrosys.com>) |
|||
# |
|||
# You can modify it under the terms of the GNU LESSER |
|||
# GENERAL PUBLIC LICENSE (LGPL v3), Version 3. |
|||
# |
|||
# This program is distributed in the hope that it will be useful, |
|||
# but WITHOUT ANY WARRANTY; without even the implied warranty of |
|||
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the |
|||
# GNU LESSER GENERAL PUBLIC LICENSE (LGPL v3) for more details. |
|||
# |
|||
# You should have received a copy of the GNU LESSER GENERAL PUBLIC LICENSE |
|||
# (LGPL v3) along with this program. |
|||
# If not, see <http://www.gnu.org/licenses/>. |
|||
# |
|||
############################################################################# |
|||
from . import commission |
@ -0,0 +1,126 @@ |
|||
# -*- coding: utf-8 -*- |
|||
############################################################################# |
|||
# |
|||
# Cybrosys Technologies Pvt. Ltd. |
|||
# |
|||
# Copyright (C) 2021-TODAY Cybrosys Technologies(<https://www.cybrosys.com>) |
|||
# Author: Cybrosys Techno Solutions(<https://www.cybrosys.com>) |
|||
# |
|||
# You can modify it under the terms of the GNU LESSER |
|||
# GENERAL PUBLIC LICENSE (LGPL v3), Version 3. |
|||
# |
|||
# This program is distributed in the hope that it will be useful, |
|||
# but WITHOUT ANY WARRANTY; without even the implied warranty of |
|||
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the |
|||
# GNU LESSER GENERAL PUBLIC LICENSE (LGPL v3) for more details. |
|||
# |
|||
# You should have received a copy of the GNU LESSER GENERAL PUBLIC LICENSE |
|||
# (LGPL v3) along with this program. |
|||
# If not, see <http://www.gnu.org/licenses/>. |
|||
# |
|||
############################################################################# |
|||
from odoo import exceptions |
|||
from odoo import fields, models, api, _ |
|||
|
|||
|
|||
class CommissionPlan(models.Model): |
|||
_name = 'crm.commission' |
|||
_description = 'Commission Plan' |
|||
_rec_name = "name" |
|||
_inherit = ['mail.thread', 'mail.activity.mixin'] |
|||
|
|||
name = fields.Char('Name', required=True) |
|||
active = fields.Boolean('Active', default=True) |
|||
date_from = fields.Date(string="From Date", required=True) |
|||
date_to = fields.Date(string="To Date", required=True) |
|||
type = fields.Selection( |
|||
[('product', 'Product wise'), |
|||
('revenue', 'Revenue wise')], string="Type", |
|||
default="product") |
|||
team_id = fields.Many2one('crm.team', string='Sales Team') |
|||
user_id = fields.Many2one('res.users', string='Salesperson') |
|||
product_comm_ids = fields.One2many('commission.product', 'commission_id', |
|||
string="Product Wise") |
|||
straight_commission_rate = fields.Float(string='Commission rate (%)') |
|||
revenue_grd_comm_ids = fields.One2many( |
|||
'commission.graduated', |
|||
'commission_id', |
|||
string="Revenue Graduated Wise") |
|||
|
|||
revenue_type = fields.Selection( |
|||
[('straight', 'Straight Commission'), |
|||
('graduated', 'Graduated Commission')], |
|||
string="Revenue Type") |
|||
|
|||
@api.constrains("date_from", "date_to") |
|||
def _check_date(self): |
|||
for rec in self: |
|||
if rec.date_to < rec.date_from: |
|||
raise exceptions.ValidationError( |
|||
_("The From date cannot be earlier than To date.") |
|||
) |
|||
|
|||
@api.onchange('type') |
|||
def onchange_type(self): |
|||
if self.type == 'revenue': |
|||
self.product_comm_ids = [(5, 0, 0)] |
|||
elif self.type == 'product': |
|||
self.revenue_type = False |
|||
self.straight_commission_rate = False |
|||
self.revenue_grd_comm_ids = [(5, 0, 0)] |
|||
|
|||
|
|||
class CommissionProduct(models.Model): |
|||
_name = 'commission.product' |
|||
_description = 'Commission Product Wise' |
|||
|
|||
user_id = fields.Many2one('res.users') |
|||
category_id = fields.Many2one('product.category', string='Product Category') |
|||
product_id = fields.Many2one('product.product', string='Product', |
|||
domain="[('categ_id', '=', category_id)]") |
|||
percentage = fields.Float(string='Rate in Percentage (%)') |
|||
amount = fields.Monetary('Maximum Commission Amount', default=0.0) |
|||
currency_id = fields.Many2one("res.currency", string="Currency", |
|||
default=lambda self: |
|||
self.env.user.company_id.currency_id.id) |
|||
commission_id = fields.Many2one("crm.commission") |
|||
|
|||
|
|||
class CommissionRevenueGraduated(models.Model): |
|||
_name = 'commission.graduated' |
|||
_description = 'Commission Revenue Graduated Wise' |
|||
|
|||
graduated_commission_rate = fields.Float(string='Commission rate (%)') |
|||
amount_from = fields.Float(string="From Amount") |
|||
amount_to = fields.Float(string="To Amount") |
|||
commission_id = fields.Many2one("crm.commission") |
|||
sequence = fields.Integer(string='Sequence', compute='_compute_sequence', |
|||
store=True) |
|||
|
|||
@api.depends('commission_id') |
|||
def _compute_sequence(self): |
|||
number = 1 |
|||
seq = self.mapped('commission_id') |
|||
for rule in seq.revenue_grd_comm_ids: |
|||
rule.sequence = number |
|||
number += 1 |
|||
|
|||
@api.constrains("amount_from", "amount_to") |
|||
def _check_amounts(self): |
|||
for rec in self: |
|||
if rec.amount_to < rec.amount_from: |
|||
raise exceptions.ValidationError( |
|||
_("The From Amount limit cannot be greater than To Amount.") |
|||
) |
|||
|
|||
|
|||
class CrmTeam(models.Model): |
|||
_inherit = 'crm.team' |
|||
|
|||
commission_id = fields.Many2one('crm.commission', string='Commission Plan') |
|||
|
|||
|
|||
class CrmSalespersons(models.Model): |
|||
_inherit = 'res.users' |
|||
|
|||
commission_id = fields.Many2one('crm.commission', string='Commission Plan') |
|
After Width: | Height: | Size: 2.1 KiB |
After Width: | Height: | Size: 1.6 KiB |
After Width: | Height: | Size: 1.3 KiB |
After Width: | Height: | Size: 1.4 KiB |
After Width: | Height: | Size: 576 B |
After Width: | Height: | Size: 733 B |
After Width: | Height: | Size: 911 B |
After Width: | Height: | Size: 6.3 KiB |
After Width: | Height: | Size: 1.1 KiB |
After Width: | Height: | Size: 1.2 KiB |
After Width: | Height: | Size: 3.4 KiB |
After Width: | Height: | Size: 673 B |
After Width: | Height: | Size: 878 B |
After Width: | Height: | Size: 653 B |
After Width: | Height: | Size: 905 B |
After Width: | Height: | Size: 839 B |
After Width: | Height: | Size: 427 B |
After Width: | Height: | Size: 627 B |
After Width: | Height: | Size: 1.2 KiB |
After Width: | Height: | Size: 988 B |
After Width: | Height: | Size: 1.2 KiB |
After Width: | Height: | Size: 1.7 MiB |
After Width: | Height: | Size: 51 KiB |
After Width: | Height: | Size: 61 KiB |
After Width: | Height: | Size: 59 KiB |
After Width: | Height: | Size: 60 KiB |
After Width: | Height: | Size: 52 KiB |
After Width: | Height: | Size: 164 KiB |
After Width: | Height: | Size: 36 KiB |
After Width: | Height: | Size: 42 KiB |
After Width: | Height: | Size: 74 KiB |
After Width: | Height: | Size: 48 KiB |
After Width: | Height: | Size: 75 KiB |
After Width: | Height: | Size: 58 KiB |
After Width: | Height: | Size: 66 KiB |
After Width: | Height: | Size: 38 KiB |
After Width: | Height: | Size: 75 KiB |
After Width: | Height: | Size: 56 KiB |
After Width: | Height: | Size: 144 KiB |
After Width: | Height: | Size: 72 KiB |
After Width: | Height: | Size: 81 KiB |
After Width: | Height: | Size: 78 KiB |
After Width: | Height: | Size: 1.1 MiB |
After Width: | Height: | Size: 651 KiB |
After Width: | Height: | Size: 2.0 MiB |
After Width: | Height: | Size: 58 KiB |
After Width: | Height: | Size: 16 KiB |
@ -0,0 +1,698 @@ |
|||
<div class="container" style="padding: 1rem !important; margin-bottom: 1rem !important;"> |
|||
<div class="row"> |
|||
<div class="col-sm-12 col-md-12 col-lg-12 d-flex justify-content-between" |
|||
style="border-bottom: 1px solid #d5d5d5;"> |
|||
<div class="my-3"> |
|||
<img src="./assets/icons/logo.png" style="width: auto !important; height: 40px !important;"> |
|||
</div> |
|||
<div class="my-3 d-flex align-items-center"> |
|||
<div |
|||
style="background-color: #7C7BAD !important; color: #fff !important; font-weight: 600 !important; padding: 5px 15px 8px !important; margin: 0 5px !important;"> |
|||
<i class="fa fa-check mr-1"></i>Community |
|||
</div> |
|||
<div |
|||
style="background-color: #875A7B !important; color: #fff !important; font-weight: 600 !important; padding: 5px 15px 8px !important; margin: 0 5px !important;"> |
|||
<i class="fa fa-check mr-1"></i>Enterprise |
|||
</div> |
|||
|
|||
</div> |
|||
</div> |
|||
</div> |
|||
</div> |
|||
|
|||
<div class="container" style="padding: 0rem 1.5rem 4rem !important"> |
|||
<div class="row" style="height: 950px !important;"> |
|||
<div class="col-sm-12 col-md-12 col-lg-12" |
|||
style="padding: 4.1rem 1rem !important; background-color: #FFFFFF !important; height: 600px !important;"> |
|||
<div class="d-flex justify-content-center mb-2"> |
|||
<img src="assets/icons/icon.png" class="mr-2" height="80px" width="80px"> |
|||
<h1 |
|||
style="font-family: 'Montserrat', sans-serif !important; font-weight: 800 !important; color: #282F33 !important; font-size: 4rem !important; text-align: center !important;"> |
|||
CRM Commission Plan</h1> |
|||
</div> |
|||
|
|||
<p |
|||
style="font-family: 'Montserrat', sans-serif !important; font-weight: 300 !important; color: #282F33 !important; font-size: 1.4rem !important; text-align: center !important;"> |
|||
CRM Commission Plan for odoo14 |
|||
</p> |
|||
<img src="./assets/screenshots/hero.gif" class="img-responsive" width="100%" height="auto" /> |
|||
</div> |
|||
</div> |
|||
|
|||
<div class="row"> |
|||
<div class="col-sm-12 col-md-12 col-lg-12 px-3 text-center"> |
|||
<h2 |
|||
style="font-family: 'Montserrat', sans-serif !important; font-size: 1.4rem; font-weight: 700 !important;"> |
|||
Explore this module</h2> |
|||
<div class="mt-3"> |
|||
<a href="#overview" class="mr-5" |
|||
style="font-family: 'Montserrat', sans-serif !important; font-size: 1rem; font-weight: 700; color: #714B67 !important;">Overview |
|||
<i class="fa fa-chevron-right ml-1" style="color: #714B67 !important;"></i></a> |
|||
<a href="#features" class="mr-5" |
|||
style="font-family: 'Montserrat', sans-serif !important; font-size: 1rem; font-weight: 700; color: #714B67 !important;">Key |
|||
Features <i class="fa fa-chevron-right ml-1" style="color: #714B67 !important;"></i></a> |
|||
<a href="#configuration" class="mr-5" |
|||
style="font-family: 'Montserrat', sans-serif !important; font-size: 1rem; font-weight: 700; color: #714B67 !important;">Configuration |
|||
<i class="fa fa-chevron-right ml-1" style="color: #714B67 !important;"></i></a> |
|||
<a href="#screenshots" class="mr-5" |
|||
style="font-family: 'Montserrat', sans-serif !important; font-size: 1rem; font-weight: 700; color: #714B67 !important;">Screenshots |
|||
<i class="fa fa-chevron-right ml-1" style="color: #714B67 !important;"></i></a> |
|||
<!--<a href="#video" class="mr-5"--> |
|||
<!-- style="font-family: 'Montserrat', sans-serif !important; font-size: 1rem; font-weight: 700; color: #714B67 !important;">Video<i--> |
|||
<!-- class="fa fa-chevron-right ml-1" style="color: #714B67 !important;"></i></a>--> |
|||
</div> |
|||
|
|||
<hr class="my-5" style="border-color: d5d5d5 !important;" /> |
|||
</div> |
|||
</div> |
|||
|
|||
<div class="row " id="overview"> |
|||
<div class="col-sm-12 col-md-12 col-lg-12 px-4"> |
|||
<h2 |
|||
style="font-family: 'Montserrat', sans-serif !important; font-size: 2rem; font-weight: 700 !important; color: #21272B !important;"> |
|||
Overview</h2> |
|||
<hr |
|||
style="border: 3px solid #714B67 !important; background-color: #714B67 !important; width: 30px !important; margin-left: 0 !important; margin-bottom: 2rem !important;" /> |
|||
<p class="mt-4" |
|||
style="font-size: 1.1rem !important; color: #282F33 !important; font-weight: 400 !important; line-height: 1.85 !important"> |
|||
Motivating your sales representatives is one of the key factors for successful sales. The |
|||
commission-based |
|||
plan helps to motivate your Sales Teams and Salespersons to achieve the goals and earnings. |
|||
A Commission Plan module is a monetary incentive for motivating Salespeople to meet their Sales |
|||
quota |
|||
and the CRM Commission Plan has embraced the functionality. In the CRM Commission Plan, we have 2 types of Commission Plans |
|||
which are being defined product-wise and revenue-wise further under revenue-wise we have two types: |
|||
the straight commission and graduated commission. The CRM Commission Plan also includes the CRM Dashboard which |
|||
helps you to see the Overview of the CRM module. Here, you can view all details related to CRM |
|||
modules |
|||
such as Leads, Opportunities, Expected, and Total Revenue, also we can see the different reports on |
|||
the |
|||
various CRM activities.<br /> |
|||
Moreover, the Salesperson and the sales team |
|||
are |
|||
rewarded based on the business Opportunities they bring into the company with a well-structured plan |
|||
which |
|||
can be crafted in the beginning. |
|||
</p> |
|||
</div> |
|||
</div> |
|||
|
|||
<div class="row" id="features" style="margin-top: 3rem;"> |
|||
<div class="col-sm-12 col-md-12 col-lg-12 px-4"> |
|||
<h2 |
|||
style="font-family: 'Montserrat', sans-serif !important; font-size: 2rem; font-weight: 700 !important; color: #21272B !important;"> |
|||
Features</h2> |
|||
<hr |
|||
style="border: 3px solid #714B67 !important; background-color: #714B67 !important; width: 30px !important; margin-left: 0 !important; margin-bottom: 2rem !important;" /> |
|||
<div class="row"> |
|||
<div class="col-sm-12 col-md-6"> |
|||
<div class="d-flex my-5" |
|||
style="padding-bottom: 1.3rem !important; border-bottom: 2px solid #f0f0f0;"> |
|||
<img src="assets/icons/check.png" width="24px" height="24px" class="mr-2"> |
|||
<h3 style="font-size: 1.2rem !important;">Craft custom Commission to Salesperson and Sales |
|||
Team</h3> |
|||
</div> |
|||
|
|||
<div class="d-flex my-5" |
|||
style="padding-bottom: 1.3rem !important; border-bottom: 2px solid #f0f0f0;"> |
|||
<img src="assets/icons/check.png" width="24px" height="24px" class="mr-2"> |
|||
<h3 style="font-size: 1.2rem !important;">Draft Commissions based on Revenue and respective |
|||
Product</h3> |
|||
</div> |
|||
</div> |
|||
<div class="col-sm-12 col-md-6"> |
|||
<div class="d-flex my-5" |
|||
style="padding-bottom: 1.3rem !important; border-bottom: 2px solid #f0f0f0;"> |
|||
<img src="assets/icons/check.png" width="24px" height="24px" class="mr-2"> |
|||
<h3 style="font-size: 1.2rem !important;">Define Commission based on Product Category</h3> |
|||
</div> |
|||
<div class="d-flex my-5" |
|||
style="padding-bottom: 1.3rem !important; border-bottom: 2px solid #f0f0f0;"> |
|||
<img src="assets/icons/check.png" width="24px" height="24px" class="mr-2"> |
|||
<h3 style="font-size: 1.2rem !important;">Informative Commission Plan report</h3> |
|||
</div> |
|||
</div> |
|||
</div> |
|||
</div> |
|||
</div> |
|||
|
|||
<div class="row " id="configuration"> |
|||
<div class="col-sm-12 col-md-12 col-lg-12 px-4"> |
|||
<h2 |
|||
style="font-family: 'Montserrat', sans-serif !important; font-size: 2rem; font-weight: 700 !important; color: #21272B !important;"> |
|||
Configuration</h2> |
|||
<hr |
|||
style="border: 3px solid #714B67 !important; background-color: #714B67 !important; width: 30px !important; margin-left: 0 !important; margin-bottom: 2rem !important;" /> |
|||
<p class="mt-4" |
|||
style="font-size: 1.1rem !important; color: #282F33 !important; font-weight: 400 !important; line-height: 1.85 !important"> |
|||
<b>For creating new commission plans:</b><br /> |
|||
<ol> |
|||
<li> |
|||
<b>Creating new commissions:</b><br /> |
|||
<p>Initially Create a new commission and Choose a name to distinguish |
|||
that typ<br /></p> |
|||
</li> |
|||
<li> |
|||
<b>Select the type of the Commission:</b><br /> |
|||
<p><b>Product-based:</b> Commissions are calculated as the percentage of |
|||
the price based on the selected product in the form.<br /></p> |
|||
<p><b>Revenue-based:</b> A certain percentage of revenue is given as |
|||
Commission to the Salesperson<br /></p> |
|||
<p> |
|||
<b>Straight revenue:</b> Commissions are calculated using a fixed |
|||
percentage of the revenue sold. You can fill the percentage in the field "Commission |
|||
rate".<br /> |
|||
</p> |
|||
<p> |
|||
<b>Graduated revenue:</b> Commissions are calculated as a percentage |
|||
of the revenue generated at amount intervals.<br /> |
|||
</p> |
|||
<p> |
|||
You can fill in the amount intervals and the percentages in the |
|||
"Graduated Revenue Commission" field.<br /> |
|||
</p> |
|||
</li> |
|||
</ol> |
|||
|
|||
<p class="mt-4" |
|||
style="font-size: 1.1rem !important; color: #282F33 !important; font-weight: 400 !important; line-height: 1.85 !important"> |
|||
<b>For adding Commission in Salesperson & Sales team:</b><br /> |
|||
</p> |
|||
<b>Go to CRM -> Configuration -> Salesperson or Sales team</b> |
|||
<ul> |
|||
<li>Edit the Salesperson or Sales team</li> |
|||
<li>Choose a commission type</li> |
|||
<li>Save it</li> |
|||
</ul> |
|||
|
|||
<p class="mt-4" |
|||
style="font-size: 1.1rem !important; color: #282F33 !important; font-weight: 400 !important; line-height: 1.85 !important"> |
|||
<b>For printing Commission in XLSX report::</b><br /> |
|||
</p> |
|||
<b>Go to CRM -> Configuration -> Salesperson or Sales team</b> |
|||
<ul> |
|||
<li>CRM -> Reporting -> Commission Report</li> |
|||
<li>CRM -> Reporting -> Commission Report</li> |
|||
</ul> |
|||
</div> |
|||
</div> |
|||
|
|||
|
|||
<div class="row mt-5" id="screenshots"> |
|||
<div class="col-sm-12 col-md-12 col-lg-12 px-4"> |
|||
<h2 |
|||
style="font-family: 'Montserrat', sans-serif !important; font-size: 2rem; font-weight: 700 !important; color: #21272B !important;"> |
|||
Screenshots</h2> |
|||
<hr |
|||
style="border: 3px solid #714B67 !important; background-color: #714B67 !important; width: 30px !important; margin-left: 0 !important; margin-bottom: 2rem !important;" /> |
|||
<div class="mt-5"> |
|||
<div class="d-flex mb-2" style="padding-bottom: 0.5rem !important;"> |
|||
<img src="assets/icons/chevron.png" width="20px" height="20px" class="mr-2" |
|||
style="margin-top: 4px !important;"> |
|||
<h3>Commission Plan</h3> |
|||
</div> |
|||
<p>The Commission Plan window can be accessed from the Configuration tab of the module and |
|||
selected |
|||
on |
|||
the Commission Plan menu. Here all the Commission Plan details of the operation in respect |
|||
to |
|||
the |
|||
functioning of the Odoo CRM will be depicted.</p> |
|||
<img src="assets/screenshots/Crm-Commission-Plan-1.png" class="img-responsive img-thumbnail border"> |
|||
</div> |
|||
|
|||
<div class="mt-5"> |
|||
<div class="d-flex mb-2" style="padding-bottom: 0.5rem !important;"> |
|||
<img src="assets/icons/chevron.png" width="20px" height="20px" class="mr-2" |
|||
style="margin-top: 4px !important;"> |
|||
<h3>Commission Plan based on Product Category</h3> |
|||
</div> |
|||
<p>The Commission Plan Creation window can be accessed from the Commission Plan window and while |
|||
selecting the Type the Product Wise options can be selected. Further, the Product Categories |
|||
with |
|||
respect to the respective Product Category based Commission Plan can be defined.</p> |
|||
<img src="assets/screenshots/Crm-Commission-Plan-2.png" class="img-responsive img-thumbnail border"> |
|||
</div> |
|||
<div class="mt-5"> |
|||
<div class="d-flex mb-2" style="padding-bottom: 0.5rem !important;"> |
|||
<img src="assets/icons/chevron.png" width="20px" height="20px" class="mr-2" |
|||
style="margin-top: 4px !important;"> |
|||
<h3>Revenue-based Commission Plan: Straight Revenue Commission Plan</h3> |
|||
</div> |
|||
<p>The second form of Commission Plan in the Odoo CRM Commission Plan where the Sales Revenue and its |
|||
percentage |
|||
calculation will be provided as Commission to the Salesperson.<br /> |
|||
While Creating a Straight Revenue Commission plan the Commission type can be selected as |
|||
Straight |
|||
Commission. Further, the commission rate can be defined under the Straight Revenue |
|||
Commission |
|||
tab.</p> |
|||
<img src="assets/screenshots/Crm-Commission-Plan-3.png" class="img-responsive img-thumbnail border"> |
|||
</div> |
|||
|
|||
<div class="mt-5"> |
|||
<div class="d-flex mb-2" style="padding-bottom: 0.5rem !important;"> |
|||
<img src="assets/icons/chevron.png" width="20px" height="20px" class="mr-2" |
|||
style="margin-top: 4px !important;"> |
|||
<h3>Revenue-based Commission Plan: Graduated Revenue Commission Plan</h3> |
|||
</div> |
|||
<p>While Creating a Graduated Revenue Commission Plan the Commission type can be selected as |
|||
Graduated Commission. Further, the commission rate can be defined under the Graduated |
|||
Revenue |
|||
Commission tab.</p> |
|||
<img src="assets/screenshots/Crm-Commission-Plan-4.png" class="img-responsive img-thumbnail border"> |
|||
</div> |
|||
|
|||
<div class="mt-5"> |
|||
<div class="d-flex mb-2" style="padding-bottom: 0.5rem !important;"> |
|||
<img src="assets/icons/chevron.png" width="20px" height="20px" class="mr-2" |
|||
style="margin-top: 4px !important;"> |
|||
<h3>Assigning Commission Plan for Salesperson</h3> |
|||
</div> |
|||
<p>In the CRM Commission Plan under the respective Salesperson description tab, there will be a dedicated |
|||
tab |
|||
the |
|||
Commission Plan where the respective Commission Plan with respect to the operation can be |
|||
defined.</p> |
|||
<img src="assets/screenshots/Crm-Commission-Plan-5.png" class="img-responsive img-thumbnail border"> |
|||
</div> |
|||
|
|||
<div class="mt-5"> |
|||
<div class="d-flex mb-2" style="padding-bottom: 0.5rem !important;"> |
|||
<img src="assets/icons/chevron.png" width="20px" height="20px" class="mr-2" |
|||
style="margin-top: 4px !important;"> |
|||
<h3>Assigning Commission Plan for Sales Team</h3> |
|||
</div> |
|||
<p>In the CRM Commission Plan under the respective sales team description tab, there will be a dedicated tab |
|||
the |
|||
Commission Plan where the respective Commission Plan with respect to the operation can be |
|||
defined.</p> |
|||
<img src="assets/screenshots/Crm-Commission-Plan-6.png" class="img-responsive img-thumbnail border"> |
|||
</div> |
|||
|
|||
<div class="mt-5"> |
|||
<div class="d-flex mb-2" style="padding-bottom: 0.5rem !important;"> |
|||
<img src="assets/icons/chevron.png" width="20px" height="20px" class="mr-2" |
|||
style="margin-top: 4px !important;"> |
|||
<h3>Print the Commission Plan Report in XLSX Format</h3> |
|||
</div> |
|||
<p>The CRM Commission Plan also holds an advanced operations feature where the Admins, as well as every |
|||
User, |
|||
can take the Print out of the Commission Plan Reports based on their need and for the period |
|||
of |
|||
operations that are required. The Reports can be generated in XLSX formats and can be saved |
|||
based |
|||
on the need. To take the printout of the Commission Plan Report you should go to the |
|||
Reporting |
|||
tab |
|||
of the CRM Commission Plan and further select the Commission Plan menu and select the Required entries |
|||
and |
|||
Click to Print XLS.</p> |
|||
<img src="assets/screenshots/Crm-Commission-Plan-7.png" class="img-responsive img-thumbnail border"> |
|||
</div> |
|||
</div> |
|||
</div> |
|||
|
|||
<!-- SUGGESTED PRODUCTS --> |
|||
<div class="row mt-3"> |
|||
<div class="col-lg-12 d-flex flex-column justify-content-center" style="padding: 2.5rem 1rem !important;"> |
|||
<h2 |
|||
style="font-family: 'Montserrat', sans-serif !important; font-size: 2rem; font-weight: 700 !important; color: #21272B !important;"> |
|||
Suggested Products</h2> |
|||
<hr |
|||
style="border: 3px solid #714B67 !important; background-color: #714B67 !important; width: 30px !important; margin-left: 0 !important; margin-bottom: 2rem !important;" /> |
|||
|
|||
<div id="demo1" class="row carousel slide mt-4 data-ride=" carousel=""> |
|||
<!-- The slideshow --> |
|||
<div class="carousel-inner"> |
|||
<div class="carousel-item active" style="min-height:0px"> |
|||
<div class="col-xs-12 col-sm-4 col-md-4 mb16 mt16" style="float:left"> |
|||
<a href="https://apps.odoo.com/apps/modules/14.0/export_stockinfo_xls/" target="_blank"> |
|||
<div style="border-radius:10px"> |
|||
<img class="img img-responsive center-block" |
|||
style="border-top-left-radius:10px; border-top-right-radius:10px" |
|||
src="./assets/modules/export_image.png"> |
|||
</div> |
|||
</a> |
|||
</div> |
|||
<div class="col-xs-12 col-sm-4 col-md-4 mb16 mt16" style="float:left"> |
|||
<a href="https://apps.odoo.com/apps/modules/14.0/dashboard_pos/" target="_blank"> |
|||
<div style="border-radius:10px"> |
|||
<img class="img img-responsive center-block" |
|||
style="border-top-left-radius:10px; border-top-right-radius:10px" |
|||
src="./assets/modules/pos_image.png"> |
|||
</div> |
|||
</a> |
|||
</div> |
|||
<div class="col-xs-12 col-sm-4 col-md-4 mb16 mt16" style="float:left"> |
|||
<a href="https://apps.odoo.com/apps/modules/14.0/product_approval_management/" |
|||
target="_blank"> |
|||
<div style="border-radius:10px"> |
|||
<img class="img img-responsive center-block" |
|||
style="border-top-left-radius:10px; border-top-right-radius:10px" |
|||
src="./assets/modules/approval_image.png"> |
|||
</div> |
|||
</a> |
|||
</div> |
|||
</div> |
|||
<div class="carousel-item" style="min-height:0px"> |
|||
<div class="col-xs-12 col-sm-4 col-md-4 mb16 mt16" style="float:left"> |
|||
<a href="https://apps.odoo.com/apps/modules/14.0/base_account_budget/" target="_blank"> |
|||
<div style="border-radius:10px"> |
|||
<img class="img img-responsive center-block" |
|||
style="border-top-left-radius:10px; border-top-right-radius:10px" |
|||
src="./assets/modules/budget_image.png"> |
|||
</div> |
|||
</a> |
|||
</div> |
|||
<div class="col-xs-12 col-sm-4 col-md-4 mb16 mt16" style="float:left"> |
|||
<a href="https://apps.odoo.com/apps/modules/14.0/task_deadline_reminder/" target="_blank"> |
|||
<div style="border-radius:10px"> |
|||
<img class="img img-responsive center-block" |
|||
style="border-top-left-radius:10px; border-top-right-radius:10px" |
|||
src="./assets/modules/deadline_image.png"> |
|||
</div> |
|||
</a> |
|||
</div> |
|||
<div class="col-xs-12 col-sm-4 col-md-4 mb16 mt16" style="float:left"> |
|||
<a href="https://apps.odoo.com/apps/modules/14.0/base_accounting_kit/" target="_blank"> |
|||
<div style="border-radius:10px"> |
|||
<img class="img img-responsive center-block" |
|||
style="border-top-left-radius:10px; border-top-right-radius:10px" |
|||
src="./assets/modules/accounting_image.gif"> |
|||
</div> |
|||
</a> |
|||
</div> |
|||
</div> |
|||
</div> |
|||
<!-- Left and right controls --> |
|||
<a class="carousel-control-prev" href="#demo1" data-slide="prev" |
|||
style="left:-25px;width: 35px;color: #000;"> <span class="carousel-control-prev-icon"><i |
|||
class="fa fa-chevron-left" style="font-size:24px"></i></span> </a> <a |
|||
class="carousel-control-next" href="#demo1" data-slide="next" |
|||
style="right:-25px;width: 35px;color: #000;"> |
|||
<span class="carousel-control-next-icon"><i class="fa fa-chevron-right" |
|||
style="font-size:24px"></i></span> |
|||
</a> |
|||
</div> |
|||
</div> |
|||
</div> |
|||
<!-- END OF SUGGESTED PRODUCTS --> |
|||
|
|||
<!-- OUR SERVICES --> |
|||
<section class="container" style="margin-top: 6rem !important;"> |
|||
<div class="row"> |
|||
<div class="col-lg-12"> |
|||
<h2 |
|||
style="font-family: 'Montserrat', sans-serif !important; font-size: 2rem; font-weight: 700 !important; color: #21272B !important;"> |
|||
Our Services</h2> |
|||
<hr |
|||
style="border: 3px solid #714B67 !important; background-color: #714B67 !important; width: 30px !important; margin-left: 0 !important; margin-bottom: 2rem !important;" /> |
|||
</div> |
|||
|
|||
<div class="col-lg-4 d-flex flex-column justify-content-center align-items-center my-4"> |
|||
<div class="d-flex justify-content-center align-items-center mx-3 my-3" |
|||
style="background-color: #1dd1a1 !important; border-radius: 15px !important; height: 80px; width: 80px;"> |
|||
<img src="assets/icons/cogs.png" class="img-responsive" height="48px" width="48px"> |
|||
</div> |
|||
<h6 class="text-center" style="font-family: Montserrat, 'sans-serif' !important; font-weight: bold;"> |
|||
Odoo |
|||
Customization</h6> |
|||
</div> |
|||
|
|||
<div class="col-lg-4 d-flex flex-column justify-content-center align-items-center my-4"> |
|||
<div class="d-flex justify-content-center align-items-center mx-3 my-3" |
|||
style="background-color: #ff6b6b !important; border-radius: 15px !important; height: 80px; width: 80px;"> |
|||
<img src="assets/icons/wrench.png" class="img-responsive" height="48px" width="48px"> |
|||
</div> |
|||
<h6 class="text-center" style="font-family: Montserrat, 'sans-serif' !important; font-weight: bold;"> |
|||
Odoo |
|||
Implementation</h6> |
|||
</div> |
|||
|
|||
<div class="col-lg-4 d-flex flex-column justify-content-center align-items-center my-4"> |
|||
<div class="d-flex justify-content-center align-items-center mx-3 my-3" |
|||
style="background-color: #6462CD !important; border-radius: 15px !important; height: 80px; width: 80px;"> |
|||
<img src="assets/icons/lifebuoy.png" class="img-responsive" height="48px" width="48px"> |
|||
</div> |
|||
<h6 class="text-center" style="font-family: Montserrat, 'sans-serif' !important; font-weight: bold;"> |
|||
Odoo |
|||
Support</h6> |
|||
</div> |
|||
|
|||
|
|||
<div class="col-lg-4 d-flex flex-column justify-content-center align-items-center my-4"> |
|||
<div class="d-flex justify-content-center align-items-center mx-3 my-3" |
|||
style="background-color: #ffa801 !important; border-radius: 15px !important; height: 80px; width: 80px;"> |
|||
<img src="assets/icons/user.png" class="img-responsive" height="48px" width="48px"> |
|||
</div> |
|||
<h6 class="text-center" style="font-family: Montserrat, 'sans-serif' !important; font-weight: bold;"> |
|||
Hire |
|||
Odoo |
|||
Developer</h6> |
|||
</div> |
|||
|
|||
<div class="col-lg-4 d-flex flex-column justify-content-center align-items-center my-4"> |
|||
<div class="d-flex justify-content-center align-items-center mx-3 my-3" |
|||
style="background-color: #54a0ff !important; border-radius: 15px !important; height: 80px; width: 80px;"> |
|||
<img src="assets/icons/puzzle.png" class="img-responsive" height="48px" width="48px"> |
|||
</div> |
|||
<h6 class="text-center" style="font-family: Montserrat, 'sans-serif' !important; font-weight: bold;"> |
|||
Odoo |
|||
Integration</h6> |
|||
</div> |
|||
|
|||
<div class="col-lg-4 d-flex flex-column justify-content-center align-items-center my-4"> |
|||
<div class="d-flex justify-content-center align-items-center mx-3 my-3" |
|||
style="background-color: #6d7680 !important; border-radius: 15px !important; height: 80px; width: 80px;"> |
|||
<img src="assets/icons/update.png" class="img-responsive" height="48px" width="48px"> |
|||
</div> |
|||
<h6 class="text-center" style="font-family: Montserrat, 'sans-serif' !important; font-weight: bold;"> |
|||
Odoo |
|||
Migration</h6> |
|||
</div> |
|||
|
|||
|
|||
<div class="col-lg-4 d-flex flex-column justify-content-center align-items-center my-4"> |
|||
<div class="d-flex justify-content-center align-items-center mx-3 my-3" |
|||
style="background-color: #786fa6 !important; border-radius: 15px !important; height: 80px; width: 80px;"> |
|||
<img src="assets/icons/consultation.png" class="img-responsive" height="48px" width="48px"> |
|||
</div> |
|||
<h6 class="text-center" style="font-family: Montserrat, 'sans-serif' !important; font-weight: bold;"> |
|||
Odoo |
|||
Consultancy</h6> |
|||
</div> |
|||
|
|||
<div class="col-lg-4 d-flex flex-column justify-content-center align-items-center my-4"> |
|||
<div class="d-flex justify-content-center align-items-center mx-3 my-3" |
|||
style="background-color: #f8a5c2 !important; border-radius: 15px !important; height: 80px; width: 80px;"> |
|||
<img src="assets/icons/training.png" class="img-responsive" height="48px" width="48px"> |
|||
</div> |
|||
<h6 class="text-center" style="font-family: Montserrat, 'sans-serif' !important; font-weight: bold;"> |
|||
Odoo |
|||
Implementation</h6> |
|||
</div> |
|||
|
|||
<div class="col-lg-4 d-flex flex-column justify-content-center align-items-center my-4"> |
|||
<div class="d-flex justify-content-center align-items-center mx-3 my-3" |
|||
style="background-color: #e6be26 !important; border-radius: 15px !important; height: 80px; width: 80px;"> |
|||
<img src="assets/icons/license.png" class="img-responsive" height="48px" width="48px"> |
|||
</div> |
|||
<h6 class="text-center" style="font-family: Montserrat, 'sans-serif' !important; font-weight: bold;"> |
|||
Odoo |
|||
Licensing Consultancy</h6> |
|||
</div> |
|||
</div> |
|||
</section> |
|||
<!-- END OF END OF OUR SERVICES --> |
|||
|
|||
<!-- OUR INDUSTRIES --> |
|||
<section class="container" style="margin-top: 6rem !important;"> |
|||
<div class="row"> |
|||
<div class="col-lg-12"> |
|||
<h2 |
|||
style="font-family: 'Montserrat', sans-serif !important; font-size: 2rem; font-weight: 700 !important; color: #21272B !important;"> |
|||
Our Industries</h2> |
|||
<hr |
|||
style="border: 3px solid #714B67 !important; background-color: #714B67 !important; width: 30px !important; margin-left: 0 !important; margin-bottom: 2rem !important;" /> |
|||
</div> |
|||
|
|||
<div class="col-lg-3"> |
|||
<div class="my-4 d-flex flex-column justify-content-center" |
|||
style="background-color: #f6f8f9 !important; border-radius: 10px; padding: 2rem !important; height: 250px !important;"> |
|||
<img src="./assets/icons/trading-black.png" class="img-responsive mb-3" height="48px" width="48px"> |
|||
<h5 |
|||
style="font-family: Montserrat, sans-serif !important; color: #000 !important; font-weight: bold;"> |
|||
Trading |
|||
</h5> |
|||
<p style="font-family: Montserrat, sans-serif !important; font-size: 0.9rem !important;"> |
|||
Easily procure |
|||
and |
|||
sell your products</p> |
|||
</div> |
|||
</div> |
|||
|
|||
<div class="col-lg-3"> |
|||
<div class="my-4 d-flex flex-column justify-content-center" |
|||
style="background-color: #f6f8f9 !important; border-radius: 10px; padding: 2rem !important; height: 250px !important;"> |
|||
<img src="./assets/icons/pos-black.png" class="img-responsive mb-3" height="48px" width="48px"> |
|||
<h5 |
|||
style="font-family: Montserrat, sans-serif !important; color: #000 !important; font-weight: bold;"> |
|||
POS |
|||
</h5> |
|||
<p style="font-family: Montserrat, sans-serif !important; font-size: 0.9rem !important;"> |
|||
Easy |
|||
configuration |
|||
and convivial experience</p> |
|||
</div> |
|||
</div> |
|||
|
|||
<div class="col-lg-3"> |
|||
<div class="my-4 d-flex flex-column justify-content-center" |
|||
style="background-color: #f6f8f9 !important; border-radius: 10px; padding: 2rem !important; height: 250px !important;"> |
|||
<img src="./assets/icons/education-black.png" class="img-responsive mb-3" height="48px" |
|||
width="48px"> |
|||
<h5 |
|||
style="font-family: Montserrat, sans-serif !important; color: #000 !important; font-weight: bold;"> |
|||
Education |
|||
</h5> |
|||
<p style="font-family: Montserrat, sans-serif !important; font-size: 0.9rem !important;"> |
|||
A platform for |
|||
educational management</p> |
|||
</div> |
|||
</div> |
|||
|
|||
<div class="col-lg-3"> |
|||
<div class="my-4 d-flex flex-column justify-content-center" |
|||
style="background-color: #f6f8f9 !important; border-radius: 10px; padding: 2rem !important; height: 250px !important;"> |
|||
<img src="./assets/icons/manufacturing-black.png" class="img-responsive mb-3" height="48px" |
|||
width="48px"> |
|||
<h5 |
|||
style="font-family: Montserrat, sans-serif !important; color: #000 !important; font-weight: bold;"> |
|||
Manufacturing |
|||
</h5> |
|||
<p style="font-family: Montserrat, sans-serif !important; font-size: 0.9rem !important;"> |
|||
Plan, track and |
|||
schedule your operations</p> |
|||
</div> |
|||
</div> |
|||
|
|||
<div class="col-lg-3"> |
|||
<div class="my-4 d-flex flex-column justify-content-center" |
|||
style="background-color: #f6f8f9 !important; border-radius: 10px; padding: 2rem !important; height: 250px !important;"> |
|||
<img src="./assets/icons/ecom-black.png" class="img-responsive mb-3" height="48px" width="48px"> |
|||
<h5 |
|||
style="font-family: Montserrat, sans-serif !important; color: #000 !important; font-weight: bold;"> |
|||
E-commerce & Website |
|||
</h5> |
|||
<p style="font-family: Montserrat, sans-serif !important; font-size: 0.9rem !important;"> |
|||
Mobile |
|||
friendly, |
|||
awe-inspiring product pages</p> |
|||
</div> |
|||
</div> |
|||
|
|||
<div class="col-lg-3"> |
|||
<div class="my-4 d-flex flex-column justify-content-center" |
|||
style="background-color: #f6f8f9 !important; border-radius: 10px; padding: 2rem !important; height: 250px !important;"> |
|||
<img src="./assets/icons/service-black.png" class="img-responsive mb-3" height="48px" width="48px"> |
|||
<h5 |
|||
style="font-family: Montserrat, sans-serif !important; color: #000 !important; font-weight: bold;"> |
|||
Service Management |
|||
</h5> |
|||
<p style="font-family: Montserrat, sans-serif !important; font-size: 0.9rem !important;"> |
|||
Keep track of |
|||
services and invoice</p> |
|||
</div> |
|||
</div> |
|||
|
|||
<div class="col-lg-3"> |
|||
<div class="my-4 d-flex flex-column justify-content-center" |
|||
style="background-color: #f6f8f9 !important; border-radius: 10px; padding: 2rem !important; height: 250px !important;"> |
|||
<img src="./assets/icons/restaurant-black.png" class="img-responsive mb-3" height="48px" |
|||
width="48px"> |
|||
<h5 |
|||
style="font-family: Montserrat, sans-serif !important; color: #000 !important; font-weight: bold;"> |
|||
Restaurant |
|||
</h5> |
|||
<p style="font-family: Montserrat, sans-serif !important; font-size: 0.9rem !important;"> |
|||
Run your bar or |
|||
restaurant methodically</p> |
|||
</div> |
|||
</div> |
|||
|
|||
<div class="col-lg-3"> |
|||
<div class="my-4 d-flex flex-column justify-content-center" |
|||
style="background-color: #f6f8f9 !important; border-radius: 10px; padding: 2rem !important; height: 250px !important;"> |
|||
<img src="./assets/icons/hotel-black.png" class="img-responsive mb-3" height="48px" width="48px"> |
|||
<h5 |
|||
style="font-family: Montserrat, sans-serif !important; color: #000 !important; font-weight: bold;"> |
|||
Hotel Management |
|||
</h5> |
|||
<p style="font-family: Montserrat, sans-serif !important; font-size: 0.9rem !important;"> |
|||
An |
|||
all-inclusive |
|||
hotel management application</p> |
|||
</div> |
|||
</div> |
|||
|
|||
</div> |
|||
</section> |
|||
|
|||
<!-- END OF END OF OUR INDUSTRIES --> |
|||
|
|||
<!-- FOOTER --> |
|||
<!-- Footer Section --> |
|||
<section class="container" style="margin: 5rem auto 2rem;"> |
|||
<div class="row" style="max-width:1540px;"> |
|||
<div class="col-lg-12"> |
|||
<h2 |
|||
style="font-family: 'Montserrat', sans-serif !important; font-size: 2rem; font-weight: 700 !important; color: #21272B !important;"> |
|||
Need Help?</h2> |
|||
<hr |
|||
style="border: 3px solid #714B67 !important; background-color: #714B67 !important; width: 30px !important; margin-left: 0 !important; margin-bottom: 2rem !important;" /> |
|||
</div> |
|||
</div> |
|||
|
|||
<!-- Contact Cards --> |
|||
<div class="row d-flex justify-content-center align-items-center" |
|||
style="max-width:1540px; margin: 0 auto 2rem auto;"> |
|||
|
|||
<div class="col-lg-12" style="padding: 0rem 3rem 2rem; border-radius: 10px; margin-right: 3rem; "> |
|||
|
|||
<div class="row mt-4"> |
|||
<div class="col-lg-6"> |
|||
<a href="mailto:odoo@cybrosys.com" target="_blank" class="btn btn-block mb-2 deep_hover" |
|||
style="text-decoration: none; background-color: #4d4d4d; color: #FFF; border-radius: 4px;"><i |
|||
class="fa fa-envelope mr-2"></i>odoo@cybrosys.com</a> |
|||
</div> |
|||
<div class="col-lg-6"> |
|||
<a href="https://api.whatsapp.com/send?phone=918606827707" target="_blank" |
|||
class="btn btn-block mb-2 deep_hover" |
|||
style="text-decoration: none; background-color: #25D366; color: #FFF; border-radius: 4px;"><i |
|||
class="fa fa-whatsapp mr-2"></i>+91 86068 27707</a> |
|||
</div> |
|||
</div> |
|||
</div> |
|||
|
|||
</div> |
|||
<!-- End of Contact Cards --> |
|||
</section> |
|||
<!-- Footer --> |
|||
<section class="oe_container" style="padding: 2rem 3rem 1rem;"> |
|||
<div class="row" style="max-width:1540px; margin: 0 auto; margin-right: 3rem; "> |
|||
<!-- Logo --> |
|||
<div class="col-lg-12 d-flex justify-content-center align-items-center" style="margin-top: 3rem;"> |
|||
<img src="https://www.cybrosys.com/images/logo.png" width="200px" height="auto" /> |
|||
</div> |
|||
<!-- End of Logo --> |
|||
<div class="col-lg-12"> |
|||
<hr |
|||
style="margin-top: 3rem;background: linear-gradient(90deg, rgba(2,0,36,0) 0%, rgba(229,229,229,1) 33%, rgba(229,229,229,1) 58%, rgba(0,212,255,0) 100%); height: 2px; border-style: none;"> |
|||
<!-- End of Footer Section --> |
|||
</div> |
|||
</div> |
|||
</section> |
|||
<!-- END OF FOOTER --> |
|||
|
|||
</div> |
@ -0,0 +1,43 @@ |
|||
odoo.define('commission_plan.action_manager', function(require){ |
|||
"use strict"; |
|||
/* |
|||
* Purpose is to add actions of type |
|||
* 'ir.actions.report' to the ActionManager |
|||
*/ |
|||
var ActionManager = require('web.ActionManager'); |
|||
var framework = require('web.framework'); |
|||
var session = require('web.session'); |
|||
|
|||
ActionManager.include({ |
|||
/* |
|||
* Executes actions of type 'ir.actions.report'. |
|||
* @private |
|||
* @param {Object} action the description of the action to execute |
|||
* @param {Object} options @see doAction for details |
|||
* @returns {Promise} resolved when the action has been executed |
|||
*/ |
|||
_executexlsxReportDownloadAction: function (action) { |
|||
framework.blockUI(); |
|||
var def = $.Deferred(); |
|||
session.get_file({ |
|||
url: '/xlsx_reports', |
|||
data: action.data, |
|||
success: def.resolve.bind(def), |
|||
error: (error) => this.call('crash_manager', 'rpc_error', error), |
|||
complete: framework.unblockUI, |
|||
}); |
|||
return def; |
|||
}, |
|||
/* |
|||
* Overrides to handle the 'ir.actions.report' actions. |
|||
* @override |
|||
* @private |
|||
*/ |
|||
_executeReportAction: function (action, options) { |
|||
if (action.report_type === 'xlsx') { |
|||
return this._executexlsxReportDownloadAction(action, options); |
|||
} |
|||
return this._super.apply(this, arguments); |
|||
}, |
|||
}); |
|||
}); |
@ -0,0 +1,11 @@ |
|||
<?xml version="1.0" encoding="UTF-8" ?> |
|||
<odoo> |
|||
<data> |
|||
<template id="assets_backend" name="xls_assets" inherit_id="web.assets_backend"> |
|||
<xpath expr="." position="inside"> |
|||
<script type="text/javascript" |
|||
src="/commission_plan/static/src/js/action_manager.js"/> |
|||
</xpath> |
|||
</template> |
|||
</data> |
|||
</odoo> |
@ -0,0 +1,128 @@ |
|||
<?xml version="1.0" encoding="UTF-8" ?> |
|||
<odoo> |
|||
<record id="view_crm_team_form_inherit" model="ir.ui.view"> |
|||
<field name="name">team commission plan</field> |
|||
<field name="model">crm.team</field> |
|||
<field name="inherit_id" ref="sales_team.crm_team_view_form"/> |
|||
<field name="arch" type="xml"> |
|||
<field name="alias_contact" position="after"> |
|||
<field name="commission_id"/> |
|||
</field> |
|||
</field> |
|||
</record> |
|||
|
|||
<record id="view_crm_salespersons_form_inherit" model="ir.ui.view"> |
|||
<field name="name">sales persons commission plan</field> |
|||
<field name="model">res.users</field> |
|||
<field name="inherit_id" ref="base.view_users_simple_form"/> |
|||
<field name="arch" type="xml"> |
|||
<field name="mobile" position="after"> |
|||
<field name="commission_id"/> |
|||
</field> |
|||
</field> |
|||
</record> |
|||
|
|||
<record id="cm_commission_tree" model="ir.ui.view"> |
|||
<field name="name">crm.commission.tree</field> |
|||
<field name="model">crm.commission</field> |
|||
<field name="arch" type="xml"> |
|||
<tree> |
|||
<field name="name"/> |
|||
<field name="type"/> |
|||
</tree> |
|||
</field> |
|||
</record> |
|||
|
|||
<record id="cm_commission_form" model="ir.ui.view"> |
|||
<field name="name">crm.commission.form</field> |
|||
<field name="model">crm.commission</field> |
|||
<field name="arch" type="xml"> |
|||
<form> |
|||
<sheet> |
|||
<div class="oe_title"> |
|||
<h1> |
|||
<field name="name" readonly="1"/> |
|||
</h1> |
|||
</div> |
|||
<group> |
|||
<group> |
|||
<field name="name"/> |
|||
<field name="date_from"/> |
|||
<field name="date_to"/> |
|||
</group> |
|||
<group> |
|||
<field name="active"/> |
|||
<field name="type"/> |
|||
<field name="revenue_type" attrs="{'invisible':[('type', '=', 'product')]}"/> |
|||
</group> |
|||
</group> |
|||
<notebook> |
|||
<page string="Product Wise" attrs="{'invisible':[('type', '!=', 'product')]}" > |
|||
<field name="product_comm_ids" > |
|||
<tree editable="Top" create="1" multi_edit="1"> |
|||
<field name="category_id" style="width:20%%"/> |
|||
<field name="product_id" style="width:20%%"/> |
|||
<field name="percentage" style="width:50%%"/> |
|||
<field name="amount" style="width:50%%"/> |
|||
</tree> |
|||
</field> |
|||
</page> |
|||
<page string="Straight Revenue Commission" attrs="{'invisible' : ['|','|',('type', '=', 'product'),('revenue_type', '=', False),('revenue_type', '=', 'graduated')]}"> |
|||
<group> |
|||
<field name="straight_commission_rate" string="Commission rate (%)" |
|||
attrs="{'invisible' : ['|','|',('type', '=', 'product'),('revenue_type', '=', False),('revenue_type', '=', 'graduated')]}"/> |
|||
</group> |
|||
</page> |
|||
<page string="Graduated Revenue Commission" attrs="{'invisible' : ['|','|',('type', '=', 'product'),('revenue_type', '=', False),('revenue_type', '=', 'straight')]}"> |
|||
<field name="revenue_grd_comm_ids" > |
|||
<tree editable="Top" create="1" multi_edit="1"> |
|||
<field name="sequence"/> |
|||
<field name="amount_from"/> |
|||
<field name="amount_to"/> |
|||
<field name="graduated_commission_rate"/> |
|||
</tree> |
|||
</field> |
|||
</page> |
|||
</notebook> |
|||
</sheet> |
|||
<div class="oe_chatter"> |
|||
<field name="message_follower_ids"/> |
|||
<field name="activity_ids"/> |
|||
<field name="message_ids"/> |
|||
</div> |
|||
</form> |
|||
</field> |
|||
</record> |
|||
|
|||
<record id="action_commission_plan" model="ir.actions.act_window"> |
|||
<field name="name">Crm Commission Plan</field> |
|||
<field name="type">ir.actions.act_window</field> |
|||
<field name="res_model">crm.commission</field> |
|||
<field name="view_mode">tree,form</field> |
|||
<field name="help" type="html"> |
|||
<p class="o_view_nocontent_smiling_face"> |
|||
Create New Commission Plan! |
|||
</p> |
|||
</field> |
|||
</record> |
|||
|
|||
<menuitem id="crm_menu_commission_plan" |
|||
name="Commission Plans" |
|||
parent="crm.crm_menu_config" |
|||
action="action_commission_plan" |
|||
sequence="13"/> |
|||
|
|||
<record id="action_crm_salespersons" model="ir.actions.act_window"> |
|||
<field name="name">Sales Persons</field> |
|||
<field name="type">ir.actions.act_window</field> |
|||
<field name="res_model">res.users</field> |
|||
<field name="domain">[('share','=',False)]</field> |
|||
<field name="view_mode">tree,kanban,form</field> |
|||
</record> |
|||
|
|||
<menuitem id="crm_menu_sales_persons" |
|||
name="Sales Persons" |
|||
parent="crm.crm_menu_config" |
|||
action="action_crm_salespersons" |
|||
sequence="6"/> |
|||
</odoo> |
@ -0,0 +1,22 @@ |
|||
# -*- coding: utf-8 -*- |
|||
############################################################################# |
|||
# |
|||
# Cybrosys Technologies Pvt. Ltd. |
|||
# |
|||
# Copyright (C) 2021-TODAY Cybrosys Technologies(<https://www.cybrosys.com>) |
|||
# Author: Cybrosys Techno Solutions(<https://www.cybrosys.com>) |
|||
# |
|||
# You can modify it under the terms of the GNU LESSER |
|||
# GENERAL PUBLIC LICENSE (LGPL v3), Version 3. |
|||
# |
|||
# This program is distributed in the hope that it will be useful, |
|||
# but WITHOUT ANY WARRANTY; without even the implied warranty of |
|||
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the |
|||
# GNU LESSER GENERAL PUBLIC LICENSE (LGPL v3) for more details. |
|||
# |
|||
# You should have received a copy of the GNU LESSER GENERAL PUBLIC LICENSE |
|||
# (LGPL v3) along with this program. |
|||
# If not, see <http://www.gnu.org/licenses/>. |
|||
# |
|||
############################################################################# |
|||
from . import commission_report |
@ -0,0 +1,370 @@ |
|||
"""Report Wizard for Commission Plan""" |
|||
# -*- coding: utf-8 -*- |
|||
############################################################################# |
|||
# |
|||
# Cybrosys Technologies Pvt. Ltd. |
|||
# |
|||
# Copyright (C) 2021-TODAY Cybrosys Technologies(<https://www.cybrosys.com>) |
|||
# Author: Cybrosys Techno Solutions(<https://www.cybrosys.com>) |
|||
# |
|||
# You can modify it under the terms of the GNU LESSER |
|||
# GENERAL PUBLIC LICENSE (LGPL v3), Version 3. |
|||
# |
|||
# This program is distributed in the hope that it will be useful, |
|||
# but WITHOUT ANY WARRANTY; without even the implied warranty of |
|||
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the |
|||
# GNU LESSER GENERAL PUBLIC LICENSE (LGPL v3) for more details. |
|||
# |
|||
# You should have received a copy of the GNU LESSER GENERAL PUBLIC LICENSE |
|||
# (LGPL v3) along with this program. |
|||
# If not, see <http://www.gnu.org/licenses/>. |
|||
# |
|||
############################################################################# |
|||
import io |
|||
import json |
|||
from odoo import models, fields, api |
|||
from odoo.tools import date_utils |
|||
from odoo.exceptions import ValidationError |
|||
|
|||
try: |
|||
from odoo.tools.misc import xlsxwriter |
|||
except ImportError: |
|||
import xlsxwriter |
|||
|
|||
|
|||
class CommissionReportWizard(models.TransientModel): |
|||
_name = 'commission.wizard' |
|||
_description = 'Commission Report Wizard' |
|||
|
|||
date_from = fields.Date(string="From Date") |
|||
date_to = fields.Date(string="To Date") |
|||
salesperson_ids = fields.Many2many('res.users', string='Salesperson', |
|||
domain="[('share','=',False)]") |
|||
sales_team_ids = fields.Many2many('crm.team', string='Sales Team') |
|||
date = fields.Date(string='Date', default=fields.Date.context_today) |
|||
is_sales_person = fields.Boolean(default=False, string="Is sales person") |
|||
is_sales_team = fields.Boolean(default=False, string="Is sales team") |
|||
|
|||
@api.onchange('salesperson_ids') |
|||
def onchange_salesperson_ids(self): |
|||
"""Function for hide a field base on values""" |
|||
self.is_sales_person = True if self.salesperson_ids else False |
|||
|
|||
@api.onchange('sales_team_ids') |
|||
def onchange_sales_team_ids(self): |
|||
self.is_sales_team = True if self.sales_team_ids else False |
|||
|
|||
@api.constrains('sales_team_ids', 'salesperson_ids') |
|||
def sales_team_constrains(self): |
|||
"""Function for showing validation error""" |
|||
for rec in self: |
|||
if self.sales_team_ids: |
|||
if not rec.sales_team_ids.member_ids: |
|||
raise ValidationError( |
|||
"Selected Sales Team haven't any Salespersons") |
|||
if not self.sales_team_ids.member_ids.commission_id and \ |
|||
not self.sales_team_ids.commission_id: |
|||
raise ValidationError( |
|||
"Selected Sales Team haven't any Commission Plan") |
|||
elif self.salesperson_ids and not rec.salesperson_ids.commission_id: |
|||
raise ValidationError( |
|||
"Selected Salesperson haven't any Commission Plan") |
|||
|
|||
def print_xls_report(self): |
|||
"""Function for printing xlsx report""" |
|||
# sales person's condition starts here # |
|||
user_sale_orders = self.env['sale.order'].search([ |
|||
('user_id', 'in', self.salesperson_ids.ids)]) |
|||
user_sale_orders_dict = {} |
|||
total_list = [] |
|||
commission_list = [] |
|||
user_commission_name = [] |
|||
user_commission_salesperson = [] |
|||
user_obj = user_sale_orders.mapped('user_id').sorted(key=lambda d: d.id) |
|||
for user in user_obj: |
|||
user_sale_orders_dict.update({ |
|||
user: user_sale_orders.filtered(lambda l: l.user_id == user) |
|||
}) |
|||
for user, user_sale_orders in user_sale_orders_dict.items(): |
|||
commission_id = user.commission_id |
|||
if not commission_id: |
|||
continue |
|||
filtered_order_lines = user_sale_orders.filtered( |
|||
lambda l: self.date_from <= l.date_order.date( |
|||
) <= self.date_to and l.date_order.date() >= commission_id.date_from |
|||
).mapped('order_line') |
|||
filtered_order_lines_commission_total = sum( |
|||
filtered_order_lines.mapped('price_subtotal')) |
|||
|
|||
if commission_id.type == 'product': |
|||
commission_products = commission_id.product_comm_ids.product_id |
|||
prod_commission = filtered_order_lines.filtered( |
|||
lambda l: l.product_id in commission_products) |
|||
for rule in commission_id.product_comm_ids.filtered( |
|||
lambda l: l.product_id in prod_commission.mapped( |
|||
'product_id')): |
|||
product_order_line = prod_commission.filtered( |
|||
lambda l: l.product_id == rule.product_id) |
|||
total_price = sum( |
|||
product_order_line.mapped('price_subtotal')) |
|||
product_commission = (total_price * rule.percentage) / 100 |
|||
total_list.append(total_price) |
|||
user_commission_name.append(commission_id.name) |
|||
user_commission_salesperson.append(user.name) |
|||
commission_list.append(rule.amount) if ( |
|||
product_commission > rule.amount) \ |
|||
else commission_list.append(product_commission) |
|||
|
|||
if commission_id.type == 'revenue' and ( |
|||
commission_id.revenue_type == 'graduated'): |
|||
for rule in commission_id.revenue_grd_comm_ids: |
|||
if rule.amount_from <= filtered_order_lines_commission_total < rule.amount_to: |
|||
graduated_commission = (filtered_order_lines_commission_total |
|||
* rule.graduated_commission_rate) / 100 |
|||
commission_list.append(graduated_commission) |
|||
user_commission_name.append(commission_id.name) |
|||
user_commission_salesperson.append(user.name) |
|||
total_list.append(filtered_order_lines_commission_total) |
|||
|
|||
if commission_id.type == 'revenue' and ( |
|||
commission_id.revenue_type == 'straight'): |
|||
straight_commission = (filtered_order_lines_commission_total |
|||
* commission_id.straight_commission_rate) / 100 |
|||
commission_list.append(straight_commission) |
|||
user_commission_name.append(commission_id.name) |
|||
user_commission_salesperson.append(user.name) |
|||
total_list.append(filtered_order_lines_commission_total) |
|||
# sales person's condition ends here # |
|||
|
|||
if not self.sales_team_ids and not self.salesperson_ids: |
|||
self.sales_team_ids = self.env['crm.team'].search([]) |
|||
|
|||
# sales team's condition starts here # |
|||
team_wizard_persons = self.sales_team_ids.member_ids |
|||
team_sale_orders = self.env['sale.order'].search( |
|||
[('user_id', 'in', team_wizard_persons.ids)]) |
|||
team_sale_orders_dict = {} |
|||
commission_total = [] |
|||
commission = [] |
|||
commission_name = [] |
|||
commission_salesperson = [] |
|||
commission_sales_team = [] |
|||
team_obj = team_sale_orders.mapped('user_id').sorted(key=lambda d: d.id) |
|||
|
|||
for team_user in team_obj: |
|||
team_sale_orders_dict.update({ |
|||
team_user: team_sale_orders.filtered( |
|||
lambda l: l.user_id == team_user) |
|||
}) |
|||
for team_user, team_sale_orders in team_sale_orders_dict.items(): |
|||
commissions_id = team_user.commission_id if team_user.commission_id \ |
|||
else team_user.sale_team_id.commission_id |
|||
if commissions_id: |
|||
filtered_order_lines = team_sale_orders.filtered( |
|||
lambda l: self.date_from <= l.date_order.date( |
|||
) <= self.date_to and l.date_order.date() >= commissions_id.date_from |
|||
).mapped('order_line') |
|||
filtered_order_lines_commission_total = sum( |
|||
filtered_order_lines.mapped('price_subtotal')) |
|||
if commissions_id.type == 'product': |
|||
commission_products = commissions_id.product_comm_ids.product_id |
|||
prod_commission = filtered_order_lines.filtered( |
|||
lambda l: l.product_id in commission_products) |
|||
for rules in commissions_id.product_comm_ids.filtered( |
|||
lambda l: l.product_id in prod_commission.mapped( |
|||
'product_id')): |
|||
product_order_line = prod_commission.filtered( |
|||
lambda l: l.product_id == rules.product_id) |
|||
total_price = sum( |
|||
product_order_line.mapped('price_subtotal')) |
|||
product_commission = (total_price * rules.percentage) / 100 |
|||
commission_total.append(total_price) |
|||
commission_name.append(commissions_id.name) |
|||
commission_salesperson.append(team_user.name) |
|||
commission_sales_team.append( |
|||
team_user.sale_team_id.name) |
|||
commission.append(rules.amount) if ( |
|||
product_commission > rules.amount) \ |
|||
else commission.append(product_commission) |
|||
|
|||
if commissions_id.type == 'revenue' and ( |
|||
commissions_id.revenue_type == 'graduated'): |
|||
for rules in commissions_id.revenue_grd_comm_ids: |
|||
if rules.amount_from <= filtered_order_lines_commission_total \ |
|||
< rules.amount_to: |
|||
graduated_commission = (filtered_order_lines_commission_total |
|||
* rules.graduated_commission_rate) / 100 |
|||
commission.append(graduated_commission) |
|||
commission_name.append(commissions_id.name) |
|||
commission_salesperson.append(team_user.name) |
|||
commission_sales_team.append( |
|||
team_user.sale_team_id.name) |
|||
commission_total.append( |
|||
filtered_order_lines_commission_total) |
|||
|
|||
if commissions_id.type == 'revenue' and ( |
|||
commissions_id.revenue_type == 'straight'): |
|||
straight_commission = (filtered_order_lines_commission_total |
|||
* commissions_id.straight_commission_rate) / 100 |
|||
commission.append(straight_commission) |
|||
commission_name.append(commissions_id.name) |
|||
commission_salesperson.append(team_user.name) |
|||
commission_sales_team.append(team_user.sale_team_id.name) |
|||
commission_total.append( |
|||
filtered_order_lines_commission_total) |
|||
# sales team's condition ends here # |
|||
|
|||
data = { |
|||
'model_id': self.id, |
|||
'date': self.date, |
|||
'date_from': self.date_from, |
|||
'date_to': self.date_to, |
|||
'sales_team_ids': self.sales_team_ids.ids, |
|||
'salesperson_ids': self.salesperson_ids.ids, |
|||
'commission_list': commission_list, |
|||
'total_list': total_list, |
|||
'commission': commission, |
|||
'commission_total': commission_total, |
|||
'commission_name': commission_name, |
|||
'commission_salesperson': commission_salesperson, |
|||
'commission_sales_team': commission_sales_team, |
|||
'user_commission_name': user_commission_name, |
|||
'user_commission_salesperson': user_commission_salesperson, |
|||
} |
|||
|
|||
return { |
|||
'type': 'ir.actions.report', |
|||
'data': { |
|||
'model': 'commission.wizard', |
|||
'options': json.dumps(data, default=date_utils.json_default), |
|||
'output_format': 'xlsx', |
|||
'report_name': 'Commission Plan xlsx report'}, |
|||
'report_type': 'xlsx' |
|||
} |
|||
|
|||
def get_xlsx_report(self, data, response): |
|||
"""get_xlsx_report function""" |
|||
date = data['date'] |
|||
team = data['sales_team_ids'] |
|||
user = data['salesperson_ids'] |
|||
commission_list = data['commission_list'] |
|||
total_list = data['total_list'] |
|||
commission = data['commission'] |
|||
commission_total = data['commission_total'] |
|||
commission_name = data['commission_name'] |
|||
commission_salesperson = data['commission_salesperson'] |
|||
commission_sales_team = data['commission_sales_team'] |
|||
user_commission_name = data['user_commission_name'] |
|||
user_commission_salesperson = data['user_commission_salesperson'] |
|||
|
|||
output = io.BytesIO() |
|||
workbook = xlsxwriter.Workbook(output, {'in_memory': True}) |
|||
sheet = workbook.add_worksheet() |
|||
head = workbook.add_format({'align': 'center', 'bold': True, |
|||
'font_size': '15px', 'valign': 'vcenter'}) |
|||
format1 = workbook.add_format({'align': 'left', 'font_size': '12px'}) |
|||
format2 = workbook.add_format({'align': 'right', 'font_size': '12x'}) |
|||
format3 = workbook.add_format( |
|||
{'align': 'right', 'font_size': '12x', 'bold': True}) |
|||
heading = workbook.add_format({'align': 'left', 'bold': True, |
|||
'font_size': '12px', |
|||
'valign': 'vcenter'}) |
|||
date_format = workbook.add_format( |
|||
{'num_format': 'dd/mm/yy', 'align': 'left', 'font_size': '10px'}) |
|||
|
|||
sheet.merge_range('A2:B2', "Printed Date: " + date, date_format) |
|||
sheet.write('A4', 'No.', heading) |
|||
sheet.set_column(5, 1, 25) |
|||
sheet.set_row(0, 25) |
|||
row = 5 |
|||
col = 0 |
|||
index = 1 |
|||
if user: |
|||
sheet.merge_range('A1:E1', 'COMMISSION PLAN REPORT', head) |
|||
sheet.write('D2', 'Date From: ' + data['date_from'], date_format) |
|||
sheet.write('E2', 'Date To: ' + data['date_to'], date_format) |
|||
|
|||
sheet.write('B4', 'Sale Persons', heading) |
|||
sheet.write('C4', 'Commission Plan Name', heading) |
|||
sheet.write('D4', 'Total Revenue', heading) |
|||
sheet.write('E4', 'Commission Amount', heading) |
|||
|
|||
for j in user_commission_salesperson: |
|||
sheet.write(row, col + 0, index, format2) |
|||
sheet.write(row, col + 1, j, format1) |
|||
row += 1 |
|||
index += 1 |
|||
|
|||
row = 5 |
|||
col = 0 |
|||
for j in user_commission_name: |
|||
sheet.write(row, col + 2, j, format1) |
|||
row += 1 |
|||
|
|||
row = 5 |
|||
col = 0 |
|||
for j in total_list: |
|||
sheet.write(row, col + 3, round(j, 2), format2) |
|||
row += 1 |
|||
|
|||
row = 5 |
|||
col = 0 |
|||
for i in commission_list: |
|||
sheet.write(row, col + 4, round(i, 2), format2) |
|||
row += 1 |
|||
|
|||
sheet.write(row + 1, col + 2, 'Total', format3) |
|||
sheet.write(row + 1, col + 3, round(sum(total_list), 2), format2) |
|||
sheet.write(row + 1, col + 4, round(sum(commission_list), 2), |
|||
format2) |
|||
|
|||
elif team: |
|||
sheet.merge_range('A1:F1', 'COMMISSION PLAN REPORT', head) |
|||
sheet.write('E2', 'Date From: ' + data['date_from'], date_format) |
|||
sheet.write('F2', 'Date To: ' + data['date_to'], date_format) |
|||
|
|||
sheet.write('B4', 'Sales Teams', heading) |
|||
sheet.write('C4', 'Sales Person', heading) |
|||
sheet.write('D4', 'Commission Plan Name', heading) |
|||
sheet.write('E4', 'Total Revenue', heading) |
|||
sheet.write('F4', 'Commission Amount', heading) |
|||
|
|||
for j in commission_sales_team: |
|||
sheet.write(row, col + 0, index, format2) |
|||
sheet.write(row, col + 1, j, format1) |
|||
row += 1 |
|||
index += 1 |
|||
|
|||
row = 5 |
|||
col = 0 |
|||
for j in commission_salesperson: |
|||
sheet.write(row, col + 2, j, format1) |
|||
row += 1 |
|||
|
|||
row = 5 |
|||
col = 0 |
|||
for j in commission_name: |
|||
sheet.write(row, col + 3, j, format1) |
|||
row += 1 |
|||
|
|||
row = 5 |
|||
col = 0 |
|||
for j in commission_total: |
|||
sheet.write(row, col + 4, round(j, 2), format2) |
|||
row += 1 |
|||
|
|||
row = 5 |
|||
col = 0 |
|||
for i in commission: |
|||
sheet.write(row, col + 5, round(i, 2), format2) |
|||
row += 1 |
|||
|
|||
sheet.write(row + 1, col + 3, 'Total:', format3) |
|||
sheet.write(row + 1, col + 4, round(sum(commission_total), 2), |
|||
format2) |
|||
sheet.write(row + 1, col + 5, round(sum(commission), 2), format2) |
|||
|
|||
workbook.close() |
|||
output.seek(0) |
|||
response.stream.write(output.read()) |
|||
output.close() |
@ -0,0 +1,48 @@ |
|||
<?xml version="1.0" encoding="UTF-8" ?> |
|||
<odoo> |
|||
<record id="commission_wizard" model="ir.ui.view"> |
|||
<field name="name">commission.wizard.form</field> |
|||
<field name="model">commission.wizard</field> |
|||
<field name="type">form</field> |
|||
<field name="arch" type="xml"> |
|||
<form> |
|||
<sheet> |
|||
<group> |
|||
<group> |
|||
<field name="date_from" required="1"/> |
|||
<field name="date_to" required="1"/> |
|||
</group> |
|||
<group> |
|||
<field name="is_sales_person" attrs="{'invisible':True}"/> |
|||
<field name="is_sales_team" attrs="{'invisible':True}"/> |
|||
<field name="sales_team_ids" widget="many2many_tags" options="{'no_create': True}" |
|||
attrs="{'invisible':[('is_sales_person', '=', True)]}"/> |
|||
<field name="salesperson_ids" widget="many2many_tags" options="{'no_create': True}" |
|||
attrs="{'invisible': [('is_sales_team', '=', True)]}"/> |
|||
</group> |
|||
</group> |
|||
</sheet> |
|||
<footer> |
|||
<button name="print_xls_report" string="Print XLS" |
|||
type="object" class="oe_highlight"/> |
|||
<button string="Cancel" class="btn btn_default" |
|||
special="cancel"/> |
|||
</footer> |
|||
</form> |
|||
</field> |
|||
</record> |
|||
|
|||
<record id="commission_reporting_action" model="ir.actions.act_window"> |
|||
<field name="name">Commission Report</field> |
|||
<field name="res_model">commission.wizard</field> |
|||
<field name="view_mode">form</field> |
|||
<field name="view_id" ref="commission_wizard"/> |
|||
<field name="target">new</field> |
|||
</record> |
|||
|
|||
<menuitem id="commission_excel_report_root" |
|||
name="Commission Report " |
|||
parent="crm.crm_menu_report" |
|||
action="commission_reporting_action" |
|||
sequence="4"/> |
|||
</odoo> |