+
+
+
+
+
+ 
+
+
+
+
+
+ Community
+
+
+ Enterprise
+
+
+ Odoo.sh
+
+
+
+
+
+
+
+ 
+
+ + Odoo CRM Commission Plan
+CRM Commission Plan for odoo16.
+ +
+
+
+
+
+
+
+
+
+
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+
\ No newline at end of file
diff --git a/commission_plan/static/src/js/action_manager.js b/commission_plan/static/src/js/action_manager.js
new file mode 100644
index 000000000..c61fa821d
--- /dev/null
+++ b/commission_plan/static/src/js/action_manager.js
@@ -0,0 +1,21 @@
+/** @odoo-module */
+
+import { registry } from "@web/core/registry";
+import { download } from "@web/core/network/download";
+import framework from 'web.framework';
+import session from 'web.session';
+
+registry.category("ir.actions.report handlers").add("xlsx", async (action) => {
+ if (action.report_type === 'xlsx') {
+ 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;
+ }
+});
\ No newline at end of file
diff --git a/commission_plan/views/crm_commission_views.xml b/commission_plan/views/crm_commission_views.xml
new file mode 100644
index 000000000..324c4295e
--- /dev/null
+++ b/commission_plan/views/crm_commission_views.xml
@@ -0,0 +1,123 @@
+
+
+
+
+
+
+
+
+
+
+
+ + Explore this module +
+
+
+
+
+
+
+ + Overview
++
+ 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.
+ 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.
+
+
+
+
+
+
+ + Features
++
+
+
+
+
+ 
+
+
+
+ Craft custom Commission to Salesperson and Sales + Team
+
+
+
+
+ Draft Commissions based on Revenue and respective + Product
+
+
+
+
+
+
+ Define Commission based on Product Category
+
+
+
+
+ Informative Commission Plan report
+
+
+
+
+
+
+
+ + Configuration
++
+ For creating new commission plans:
+
-
+
-
+ Creating new commissions:
+Initially Create a new commission and Choose a name to distinguish + that type
+
+ -
+ Select the type of the Commission:
+Product-based: Commissions are calculated as the percentage of + the price based on the selected product in the form.
+Revenue-based: A certain percentage of revenue is given as + Commission to the Salesperson
++ Straight revenue: Commissions are calculated using a fixed + percentage of the revenue sold. You can fill the percentage in the field "Commission + rate".
+
++ Graduated revenue: Commissions are calculated as a percentage + of the revenue generated at amount intervals.
+
++ You can fill in the amount intervals and the percentages in the + "Graduated Revenue Commission" field.
+
+
+
+ For adding Commission in Salesperson & Sales team:
+
-
+
- Edit the Salesperson or Sales team +
- Choose a commission type +
- Save it +
+ For printing Commission in XLSX report:
+
-
+
- CRM -> Reporting -> Commission Report +
+
+
+
+
+
+
+ + Screenshots
++
+ 
+
+
+
+ 
+
+
+ Commission Plan
+The Commission Plan window can be accessed from the Configuration menu of the module and + select + 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.
+
+
+ 
+
+
+
+
+
+ Commission Plan based on Product Category
+The Commission Plan Creation window can be accessed from the Commission Plan menu from the configuration menu 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.
+You can also choose the commission amount type as fixed or percentage for each product.
+
+
+ 
+
+ 
+
+
+
+
+
+
+ Revenue-based Commission Plan: Straight Revenue Commission Plan
+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.
+ While Creating a Straight Revenue Commission plan the Revenue type can be selected as
+ Straight
+ Commission. Further, the commission rate can be defined under the Straight Revenue
+ Commission
+ tab.
The commission amount type can be chosen as fixed or percentage. You need to enter the percentage rate if you choose percentage type.
+
+
+ You need to enter the fixed amount if you choose the fixed type.
+
+
+ 
+
+
+
+
+
+
+ Revenue-based Commission Plan: Graduated Revenue Commission Plan
+While Creating a Graduated Revenue Commission Plan the Commission type can be selected as + Graduated Commission. Further, the commission rate/ commission amount can be defined under the Graduated + Revenue + Commission tab.
+
+
+ 
+
+
+
+
+
+
+ Assigning Commission Plan for Salesperson
+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.
+
+
+ 
+
+
+
+
+
+
+ Assigning Commission Plan for Sales Team
+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.
+
+
+ 
+
+
+
+
+
+ Print the Commission Plan Report in XLSX Format
+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.
+
+
+
+
+
+
+
+ 
+ 
+ 
+ 
+ 
+ 
+
+
+
+
+
+
+ + Our Services
++
+
+
+
+ 
+
+
+ + Odoo + Customization
+
+
+
+
+ 
+
+
+ + Odoo + Implementation
+
+
+
+
+
+ 
+
+
+ + Odoo + Support
+
+
+
+
+ 
+
+
+ + Hire + Odoo + Developer
+
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+
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+
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+
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+
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+ + Odoo + Licensing Consultancy
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++
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++ Easily procure + and + sell your products
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++ Easy + configuration + and convivial experience
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++ A platform for + educational management
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++ Plan, track and + schedule your operations
+
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+
+
+ + E-commerce & Website +
++ Mobile + friendly, + awe-inspiring product pages
+
+
+
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+ 
+
+
+ + Service Management +
++ Keep track of + services and invoice
+
+
+
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+ 
+
+
+ + Restaurant +
++ Run your bar or + restaurant methodically
+
+
+
+
+ 
+
+
+ + Hotel Management +
++ An + all-inclusive + hotel management application
+
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+
+ Need Help?
++
+
+
+ 
+
+
+ + Support +
+
+
+
+
+
+
+
+
+
+ 
+
+
+
+
+
+
+
+
+ 
+
+
+
+
+
+
+ 
+
+
+ + Create New Commission Plan! +
+