@ -0,0 +1,46 @@ |
|||
.. image:: https://img.shields.io/badge/license-LGPL--3-blue.svg |
|||
:target: https://www.gnu.org/licenses/lgpl-3.0.en.html |
|||
:alt: License: LGPL-3 |
|||
|
|||
Odoo CRM Commission Plan |
|||
======================== |
|||
* Additionally, Odoo CRM may include a Commission Plan feature that helps organizations set up and manage commission structures for their sales teams based on predefined rules and criteria. |
|||
|
|||
Configuration |
|||
------------- |
|||
- www.odoo.com/documentation/16.0/setup/install.html |
|||
- Install our custom addon |
|||
|
|||
License |
|||
------- |
|||
Lesser General Public License, Version 3 (LGPL v3). |
|||
(https://www.gnu.org/licenses/lgpl-3.0.en.html) |
|||
|
|||
Company |
|||
------- |
|||
* `Cybrosys Techno Solutions <https://cybrosys.com/>`__ |
|||
|
|||
Credits |
|||
------- |
|||
Developer : (V16) Abhin K, Contact: odoo@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 |
|||
---------- |
|||
.. image:: https://cybrosys.com/images/logo.png |
|||
:target: https://cybrosys.com |
|||
|
|||
This module is maintained by Cybrosys Technologies. |
|||
|
|||
For support and more information, please visit `Our Website <https://cybrosys.com/>`__ |
|||
|
|||
Further information |
|||
------------------- |
|||
HTML Description: `<static/description/index.html>`__ |
@ -0,0 +1,24 @@ |
|||
# -*- coding: utf-8 -*- |
|||
############################################################################# |
|||
# |
|||
# Cybrosys Technologies Pvt. Ltd. |
|||
# |
|||
# Copyright (C) 2023-TODAY Cybrosys Technologies(<https://www.cybrosys.com>) |
|||
# Author: Abhin K(odoo@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 controllers |
|||
from . import models |
|||
from . import wizard |
@ -0,0 +1,51 @@ |
|||
# -*- coding: utf-8 -*- |
|||
############################################################################# |
|||
# |
|||
# Cybrosys Technologies Pvt. Ltd. |
|||
# |
|||
# Copyright (C) 2023-TODAY Cybrosys Technologies(<https://www.cybrosys.com>) |
|||
# Author: Abhin K(odoo@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": "Odoo CRM Commission Plan", |
|||
"version": '16.0.1.0.0', |
|||
"category": 'Sales', |
|||
'summary': """CRM Commission Plan for odoo16""", |
|||
'description': """Odoo 16's CRM module features professional commission |
|||
plans that drive sales performance effectively.""", |
|||
'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/crm_commission_views.xml', |
|||
'views/crm_team_views.xml', |
|||
'views/res_users_views.xml', |
|||
'wizard/commission_wizard_views.xml', |
|||
], |
|||
'assets': { |
|||
'web.assets_backend': [ |
|||
'commission_plan/static/src/js/action_manager.js', |
|||
], |
|||
}, |
|||
'images': ['static/description/banner.png'], |
|||
'license': 'LGPL-3', |
|||
'installable': True, |
|||
'auto_install': False, |
|||
'application': False, |
|||
} |
@ -0,0 +1,22 @@ |
|||
# -*- coding: utf-8 -*- |
|||
############################################################################# |
|||
# |
|||
# Cybrosys Technologies Pvt. Ltd. |
|||
# |
|||
# Copyright (C) 2023-TODAY Cybrosys Technologies(<https://www.cybrosys.com>) |
|||
# Author: Abhin K(odoo@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_plan |
@ -0,0 +1,57 @@ |
|||
# -*- coding: utf-8 -*- |
|||
############################################################################# |
|||
# |
|||
# Cybrosys Technologies Pvt. Ltd. |
|||
# |
|||
# Copyright (C) 2023-TODAY Cybrosys Technologies(<https://www.cybrosys.com>) |
|||
# Author: Abhin K(odoo@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.tools import html_escape |
|||
|
|||
|
|||
class XLSXReportController(http.Controller): |
|||
"""Xlsx report function is defined here""" |
|||
|
|||
@http.route('/xlsx_reports', type='http', auth='user', methods=['POST'], csrf=False) |
|||
def get_report_xlsx(self, model, options, output_format, report_name, **kw): |
|||
"""Function is called to print xlsx report""" |
|||
uid = request.session.uid |
|||
report_obj = request.env[model].with_user(uid) |
|||
options = json.loads(options) |
|||
token = 'dummy-because-api-expects-one' |
|||
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 error: |
|||
serialize_exception = http.serialize_exception(error) |
|||
error = { |
|||
'code': 200, |
|||
'message': 'Odoo Server Error', |
|||
'data': serialize_exception |
|||
} |
|||
return request.make_response(html_escape(json.dumps(error))) |
@ -0,0 +1,6 @@ |
|||
## Module <commission_plan> |
|||
|
|||
#### 07.11.2023 |
|||
#### Version 16.0.1.0.0 |
|||
#### ADD |
|||
- Initial commit for Odoo CRM Commission Plan |
@ -0,0 +1,26 @@ |
|||
# -*- coding: utf-8 -*- |
|||
############################################################################# |
|||
# |
|||
# Cybrosys Technologies Pvt. Ltd. |
|||
# |
|||
# Copyright (C) 2023-TODAY Cybrosys Technologies(<https://www.cybrosys.com>) |
|||
# Author: Abhin K(odoo@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_graduated |
|||
from . import commission_product |
|||
from . import crm_commission |
|||
from . import crm_team |
|||
from . import res_users |
@ -0,0 +1,66 @@ |
|||
# -*- coding: utf-8 -*- |
|||
############################################################################# |
|||
# |
|||
# Cybrosys Technologies Pvt. Ltd. |
|||
# |
|||
# Copyright (C) 2023-TODAY Cybrosys Technologies(<https://www.cybrosys.com>) |
|||
# Author: Abhin K(odoo@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 api, exceptions, fields, models, _ |
|||
|
|||
|
|||
class CommissionGraduated(models.Model): |
|||
"""commission.graduated model is defined here""" |
|||
_name = 'commission.graduated' |
|||
_description = 'Commission Revenue Graduated Wise' |
|||
|
|||
currency_id = fields.Many2one("res.currency", string="Currency", |
|||
default=lambda self: |
|||
self.env.user.company_id.currency_id.id, |
|||
help='Currency of the company') |
|||
graduated_amount_type = fields.Selection( |
|||
[('percentage', 'Percentage'), ('fixed', 'Fixed Amount')], |
|||
string="Amount Type", default='percentage', |
|||
help='Graduated Amount Type') |
|||
graduated_fixed_amount = fields.Monetary('Commission Amount', default=0.0, |
|||
help='Graduated Fixed Amount') |
|||
graduated_commission_rate = fields.Float(string='Commission rate (%)', |
|||
help='Graduated Commission Rate') |
|||
amount_from = fields.Float(string="From Amount", help='The Minimum Amount') |
|||
amount_to = fields.Float(string="To Amount", help='The Maximum Amount') |
|||
commission_id = fields.Many2one("crm.commission", string='Commission', |
|||
help='Crm Commission') |
|||
sequence = fields.Integer(string='Sequence', compute='_compute_sequence', |
|||
store=True, help='Sequence Generator') |
|||
|
|||
@api.depends('commission_id') |
|||
def _compute_sequence(self): |
|||
"""sequence is computed in the one2many table""" |
|||
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): |
|||
"""Amount constraints to check the |
|||
amount to is greater than amount from""" |
|||
for rec in self: |
|||
if rec.amount_to < rec.amount_from: |
|||
raise exceptions.ValidationError( |
|||
_("The From Amount limit cannot " |
|||
"be greater than To Amount.")) |
@ -0,0 +1,70 @@ |
|||
# -*- coding: utf-8 -*- |
|||
############################################################################# |
|||
# |
|||
# Cybrosys Technologies Pvt. Ltd. |
|||
# |
|||
# Copyright (C) 2023-TODAY Cybrosys Technologies(<https://www.cybrosys.com>) |
|||
# Author: Abhin K(odoo@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 api, fields, models |
|||
|
|||
|
|||
class CommissionProduct(models.Model): |
|||
"""commission.product model is defined here""" |
|||
_name = 'commission.product' |
|||
_description = 'Commission Product Wise' |
|||
|
|||
user_id = fields.Many2one('res.users', string='User', |
|||
help='Select the User') |
|||
category_id = fields.Many2one('product.category', |
|||
string='Product Category', |
|||
help='Select the Product Category') |
|||
category_ids = fields.Many2many('product.category', |
|||
string='Product Category Reference', |
|||
help="To set the domain for the " |
|||
"category_id", |
|||
compute="_onchange_category_id") |
|||
product_id = fields.Many2one('product.product', string='Product', |
|||
help='Select the product') |
|||
commission_amount_type = fields.Selection([('percentage', 'Percentage'), |
|||
('fixed', 'Fixed Amount')], |
|||
string="Amount Type", |
|||
default='percentage', |
|||
help='Commission amount type') |
|||
fixed_amount = fields.Monetary('Commission Amount', default=0.0, |
|||
help='Fixed Commission Amount') |
|||
percentage = fields.Float(string='Rate in Percentage (%)', |
|||
help='Rate in percentage') |
|||
amount = fields.Monetary('Maximum Commission Amount', default=0.0, |
|||
help='Maximum Commission Amount') |
|||
currency_id = fields.Many2one("res.currency", string="Currency", |
|||
default=lambda self: |
|||
self.env.user.company_id.currency_id.id, |
|||
help='Currency of the company') |
|||
commission_id = fields.Many2one("crm.commission", string='Commission', |
|||
help='Select The Crm Commission') |
|||
|
|||
@api.depends('category_id') |
|||
def _onchange_category_id(self): |
|||
"""Function Sets the domain for selected category and removes |
|||
the product if the product is not in the selected category""" |
|||
for rec in self: |
|||
rec.category_ids = rec.category_id.search( |
|||
[('id', 'child_of', rec.category_id.ids)]).ids |
|||
rec.product_id = None if rec.product_id.id not in self.env[ |
|||
'product.product'].search( |
|||
[('categ_id', 'in', |
|||
rec.category_ids.ids)]).ids else rec.product_id.id |
@ -0,0 +1,93 @@ |
|||
# -*- coding: utf-8 -*- |
|||
############################################################################# |
|||
# |
|||
# Cybrosys Technologies Pvt. Ltd. |
|||
# |
|||
# Copyright (C) 2023-TODAY Cybrosys Technologies(<https://www.cybrosys.com>) |
|||
# Author: Abhin K(odoo@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 api, Command, exceptions, fields, models, _ |
|||
|
|||
|
|||
class CommissionPlan(models.Model): |
|||
"""crm.commission plan model is defined here""" |
|||
_name = 'crm.commission' |
|||
_description = 'Commission Plan' |
|||
_inherit = ['mail.thread', 'mail.activity.mixin'] |
|||
|
|||
name = fields.Char('Name', required=True, help='Name of the Commission') |
|||
active = fields.Boolean('Active', default=True, help='Active or not') |
|||
date_from = fields.Date(string="From Date", required=True, |
|||
help='Start date of the commission plan') |
|||
date_to = fields.Date(string="To Date", required=True, |
|||
help='End date of the commission plan') |
|||
type = fields.Selection( |
|||
[('product', 'Product wise'), |
|||
('revenue', 'Revenue wise')], string="Type", |
|||
default="product", help='Type of the Plan') |
|||
team_id = fields.Many2one('crm.team', string='Sales Team', |
|||
help='Select the Sales team') |
|||
user_id = fields.Many2one('res.users', string='Salesperson', |
|||
help='Select the Sales Person') |
|||
product_comm_ids = fields.One2many('commission.product', 'commission_id', |
|||
string="Product Wise", |
|||
help='Relational field of commission' |
|||
' product') |
|||
currency_id = fields.Many2one("res.currency", string="Currency", |
|||
default=lambda self: |
|||
self.env.user.company_id.currency_id.id, |
|||
help='Currency of the company') |
|||
straight_commission_type = fields.Selection([('percentage', 'Percentage'), |
|||
('fixed', 'Fixed Amount')], |
|||
string="Amount Type", |
|||
default='percentage', |
|||
help='Straight commission Type') |
|||
straight_commission_fixed = fields.Monetary('Commission Amount', |
|||
default=0.0, |
|||
help='Straight commission' |
|||
' fixed amount') |
|||
straight_commission_rate = fields.Float(string='Commission rate (%)', |
|||
help='Straight Commission Rate') |
|||
revenue_grd_comm_ids = fields.One2many( |
|||
'commission.graduated', |
|||
'commission_id', |
|||
string="Revenue Graduated Wise", |
|||
help='Relational Commission Graduated') |
|||
|
|||
revenue_type = fields.Selection( |
|||
[('straight', 'Straight Commission'), |
|||
('graduated', 'Graduated Commission')], |
|||
string="Revenue Type", |
|||
help='Select the Revenue Type') |
|||
|
|||
@api.constrains("date_from", "date_to") |
|||
def _check_date(self): |
|||
"""Date constraints""" |
|||
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): |
|||
"""onchange type the corresponding table |
|||
is shown and the other table set to hide""" |
|||
if self.type == 'revenue': |
|||
self.product_comm_ids = [Command.clear()] |
|||
elif self.type == 'product': |
|||
self.revenue_type = False |
|||
self.straight_commission_rate = False |
|||
self.revenue_grd_comm_ids = [Command.clear()] |
@ -0,0 +1,30 @@ |
|||
# -*- coding: utf-8 -*- |
|||
############################################################################# |
|||
# |
|||
# Cybrosys Technologies Pvt. Ltd. |
|||
# |
|||
# Copyright (C) 2023-TODAY Cybrosys Technologies(<https://www.cybrosys.com>) |
|||
# Author: Abhin K(odoo@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 fields, models |
|||
|
|||
|
|||
class CrmTeam(models.Model): |
|||
"""model crm.team is inherited to add commission plan""" |
|||
_inherit = 'crm.team' |
|||
|
|||
commission_id = fields.Many2one('crm.commission', string='Commission Plan', |
|||
help='Select the Commission Plan') |
@ -0,0 +1,30 @@ |
|||
# -*- coding: utf-8 -*- |
|||
############################################################################# |
|||
# |
|||
# Cybrosys Technologies Pvt. Ltd. |
|||
# |
|||
# Copyright (C) 2023-TODAY Cybrosys Technologies(<https://www.cybrosys.com>) |
|||
# Author: Abhin K(odoo@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 fields, models |
|||
|
|||
|
|||
class ResUsers(models.Model): |
|||
"""res.users is inherited to add commission plan""" |
|||
_inherit = 'res.users' |
|||
|
|||
commission_id = fields.Many2one('crm.commission', string='Commission Plan', |
|||
help='Select the Commission Plan') |
|
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@ -0,0 +1,755 @@ |
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<div style="background-color: #714B67; height: 810px; width: 100%; padding: 15px; position: relative;"> |
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<!-- TITLE BAR --> |
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<div class="d-flex align-items-center justify-content-between" |
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style="border-bottom: 1px solid #875A7B; padding: 15px; display: flex; justify-content: space-between; align-items: center;"> |
|||
<img src="assets/misc/cybrosys-logo.png" width="42" height="42" style="width: 42px; height: 42px;"/> |
|||
<div> |
|||
<div |
|||
style="color: #7C7BAD; font-size: 14px; font-family: 'Montserrat', sans-serif; font-weight: bold; background-color: white; display: inline-block; padding: 3px 10px; border-radius: 50px;" |
|||
class="mr-2"> |
|||
<i class="fa fa-check mr-1"></i>Community |
|||
</div> |
|||
<div |
|||
style="color: #875A7B; font-size: 14px; font-family: 'Montserrat', sans-serif; font-weight: bold; background-color: white; display: inline-block; padding: 3px 10px; border-radius: 50px;" |
|||
class="mr-2"> |
|||
<i class="fa fa-check mr-1"></i>Enterprise |
|||
</div> |
|||
<div |
|||
style="color: #017E84; font-size: 14px; font-family: 'Montserrat', sans-serif; font-weight: bold; background-color: white; display: inline-block; padding: 3px 10px; border-radius: 50px;" |
|||
class="mr-2"> |
|||
<i class="fa fa-check mr-1"></i>Odoo.sh |
|||
</div> |
|||
</div> |
|||
</div> |
|||
<div class="container"> |
|||
<div class="row"> |
|||
<div class="col-sm-12 col-md-12 col-lg-12"> |
|||
<!-- APP HERO --> |
|||
<h1 style="color: #FFFFFF; font-weight: bolder; font-size: 50px; text-align: center; margin-top: 50px;"> |
|||
Odoo CRM Commission Plan</h1> |
|||
<p style="color:#FFFFFF; padding: 8px 15px; text-align: center; font-size: 24px;">CRM Commission Plan for odoo16.</p> |
|||
<!-- END OF APP HERO --> |
|||
<img src="assets/screenshots/hero.gif" class="img-responsive" |
|||
style="width: 850px; margin-left: 156px; margin-right: auto;"/> |
|||
</div> |
|||
</div> |
|||
</div> |
|||
</div> |
|||
<!-- END OF TITLE BAR --> |
|||
|
|||
<div class="container" style="padding: 4rem 1.5rem !important"> |
|||
<div class="row"> |
|||
<div class="col-md-12" style="border-bottom: 1px solid #d5d5d5 !important; margin-bottom: 2rem !important"> |
|||
<h2 |
|||
style="font-family: 'Montserrat', sans-serif !important; font-weight: 600 !important; color: #714B67 !important; font-size: 1.5rem !important;"> |
|||
<i class="fa fa-compass mr-2"></i>Explore this module |
|||
</h2> |
|||
</div> |
|||
<div class="col-md-6"> |
|||
<a href="#overview" style="text-decoration: none !important;"> |
|||
<div class="row" |
|||
style="background-color: #f5f2f5 !important; border-radius: 10px !important; margin: 1rem !important; padding: 1.5em !important; height: 100px !important;"> |
|||
<div class="col-8"> |
|||
<h3 |
|||
style="font-family: 'Montserrat', sans-serif !important; font-weight: 600 !important; color: #714B67 !important; font-size: 1.2rem !important;"> |
|||
Overview</h3> |
|||
<p |
|||
style="font-family: 'Roboto', sans-serif !important; font-weight: 400 !important; color: #714B67 !important; font-size: 0.9rem !important;"> |
|||
Learn more about this module</p> |
|||
</div> |
|||
<div class="col-4 text-right d-flex justify-content-end align-items-center"> |
|||
<i class="fa fa-chevron-right" style="color: #714B67 !important;"></i> |
|||
</div> |
|||
</div> |
|||
</a> |
|||
</div> |
|||
|
|||
<div class="col-md-6"> |
|||
<a href="#features" style="text-decoration: none !important;"> |
|||
<div class="row" |
|||
style="background-color: #f5f2f5 !important; border-radius: 10px !important; margin: 1rem !important; padding: 1.5em !important; height: 100px !important;"> |
|||
<div class="col-8"> |
|||
<h3 |
|||
style="font-family: 'Montserrat', sans-serif !important; font-weight: 600 !important; color: #714B67 !important; font-size: 1.2rem !important;"> |
|||
Features</h3> |
|||
<p |
|||
style="font-family: 'Roboto', sans-serif !important; font-weight: 400 !important; color: #714B67 !important; font-size: 0.9rem !important;"> |
|||
View features of this module</p> |
|||
</div> |
|||
<div class="col-4 text-right d-flex justify-content-end align-items-center"> |
|||
<i class="fa fa-chevron-right" style="color: #714B67 !important;"></i> |
|||
</div> |
|||
</div> |
|||
</a> |
|||
</div> |
|||
<div class="col-md-6"> |
|||
<a href="#screenshots" style="text-decoration: none !important;"> |
|||
<div class="row" |
|||
style="background-color: #f5f2f5 !important; border-radius: 10px !important; margin: 1rem !important; padding: 1.5em !important; height: 100px !important;"> |
|||
<div class="col-8"> |
|||
<h3 |
|||
style="font-family: 'Montserrat', sans-serif !important; font-weight: 600 !important; color: #714B67 !important; font-size: 1.2rem !important;"> |
|||
Screenshots</h3> |
|||
<p |
|||
style="font-family: 'Roboto', sans-serif !important; font-weight: 400 !important; color: #714B67 !important; font-size: 0.9rem !important;"> |
|||
See key screenshots of this module</p> |
|||
</div> |
|||
<div class="col-4 text-right d-flex justify-content-end align-items-center"> |
|||
<i class="fa fa-chevron-right" style="color: #714B67 !important;"></i> |
|||
</div> |
|||
</div> |
|||
</a> |
|||
</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 type<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> |
|||
</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 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.</p> |
|||
<img src="assets/screenshots/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 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.</p> |
|||
<p>You can also choose the commission amount type as fixed or percentage for each product.</p> |
|||
<img src="assets/screenshots/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 Revenue type can be selected as |
|||
Straight |
|||
Commission. Further, the commission rate can be defined under the Straight Revenue |
|||
Commission |
|||
tab.</p> |
|||
<p>The commission amount type can be chosen as fixed or percentage. You need to enter the percentage rate if you choose percentage type.</p> |
|||
<img src="assets/screenshots/3.png" class="img-responsive img-thumbnail border"> |
|||
|
|||
<p>You need to enter the fixed amount if you choose the fixed type.</p> |
|||
<img src="assets/screenshots/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>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/ commission amount can be defined under the Graduated |
|||
Revenue |
|||
Commission tab.</p> |
|||
<img src="assets/screenshots/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 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/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>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/7.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/8.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="> |
|||
<!-- 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/16.0/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/16.0/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/16.0/custom_gantt_view/" |
|||
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/gantt_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/16.0/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/16.0/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/16.0/dynamic_accounts_report/" 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/dynamic_financial.png"> |
|||
</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 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 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 d-flex flex-column justify-content-center align-items-center"> |
|||
<h2 style="color: #212529 !important;">Need Help?</h2> |
|||
<hr |
|||
style="border: 3px solid #714B67 !important; background-color: #714B67 !important; width: 80px !important; margin-bottom: 2rem !important;" /> |
|||
</div> |
|||
</div> |
|||
|
|||
<!-- Contact Cards --> |
|||
<!-- SUPPORT --> |
|||
<div class="d-flex align-items-center" |
|||
style="border-bottom: 2px solid #714B67; padding: 15px 0px;"> |
|||
<div class="d-flex justify-content-center align-items-center mr-2" |
|||
style="background-color: #F5F5F5; border-radius: 0px; width: 40px; height: 40px;"> |
|||
<img src="assets/misc/customer-support.png"/> |
|||
</div> |
|||
<h2 class="mt-2" |
|||
style="font-family: 'Montserrat', sans-serif; font-size: 24px; font-weight: bold;"> |
|||
Support |
|||
</h2> |
|||
</div> |
|||
<div class="container mt-5"> |
|||
<div class="row"> |
|||
<div class="col-sm-12 col-md-6"> |
|||
<div style="background-color: #F6F8F9; padding: 30px; display: flex; align-items: center;"> |
|||
<div class="mr-4" |
|||
style="background-color: #714B67; display: inline-block; height: 70px; width: 70px; display: flex; align-items: center; justify-content: center;"> |
|||
<img src="assets/misc/support.png" height="48" width="48" |
|||
style="width: 42px; height: 42px;"/> |
|||
</div> |
|||
<div> |
|||
<h4>Need Help?</h4> |
|||
<p style="line-height: 100%;">Got questions or need help? |
|||
Get in touch.</p> |
|||
<a href="mailto:odoo@cybrosys.com"> |
|||
<p style="font-weight: 400; font-size: 28px; line-height: 80%; color: #714B67;"> |
|||
odoo@cybrosys.com</p> |
|||
</a> |
|||
</div> |
|||
</div> |
|||
</div> |
|||
<div class="col-sm-12 col-md-6"> |
|||
<div style="background-color: #F6F8F9; padding: 30px; display: flex; align-items: center;"> |
|||
<div class="mr-4" |
|||
style="background-color: #2AC44D; display: inline-block; height: 70px; width: 70px; display: flex; align-items: center; justify-content: center;"> |
|||
<img src="assets/misc/whatsapp.png" height="52" width="52" |
|||
style="width: 52px; height: 52px;"/> |
|||
</div> |
|||
<div> |
|||
<h4>WhatsApp</h4> |
|||
<p style="line-height: 100%;">Say hi to us on WhatsApp!</p> |
|||
<a href="https://api.whatsapp.com/send?phone=918606827707"> |
|||
<p style="font-weight: 400; font-size: 28px; line-height: 80%; color: #714B67;"> |
|||
+91 86068 |
|||
27707</p> |
|||
</a> |
|||
</div> |
|||
</div> |
|||
</div> |
|||
</div> |
|||
<div class="row"> |
|||
<div class="col-sm-12 my-5 d-flex justify-content-center align-items-center"> |
|||
<img src="assets/misc/logo.png" width="144" height="31" |
|||
style="width:144px; height: 31px; margin-top: 40px;"/> |
|||
</div> |
|||
</div> |
|||
</div> |
|||
</section> |
|||
<!-- END OF FOOTER --> |
|||
|
|||
</div> |
@ -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; |
|||
} |
|||
}); |
@ -0,0 +1,123 @@ |
|||
<?xml version="1.0" encoding="UTF-8" ?> |
|||
<odoo> |
|||
<!--commission plan tree view--> |
|||
<record id="crm_commission_view_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> |
|||
<!--commission plan form view--> |
|||
<record id="crm_commission_view_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" multi_edit="1"> |
|||
<field name="category_id" width="23%"/> |
|||
<field name="product_id" width="20%" |
|||
domain="[('categ_id','in',category_ids)]"/> |
|||
<field name="category_ids" |
|||
invisible="1"/> |
|||
<field name="commission_amount_type" |
|||
width="18%"/> |
|||
<field name="percentage" |
|||
attrs="{'invisible' : [('commission_amount_type', '=', 'fixed')]}" |
|||
width="10"/> |
|||
<field name="fixed_amount" |
|||
attrs="{'invisible' : [('commission_amount_type', '!=', 'fixed')]}" |
|||
width="15"/> |
|||
<field name="amount" |
|||
attrs="{'invisible' : [('commission_amount_type', '=', 'fixed')]}" |
|||
width="14"/> |
|||
</tree> |
|||
</field> |
|||
</page> |
|||
<page string="Straight Revenue Commission" |
|||
attrs="{'invisible' : ['|','|',('type', '=', 'product'),('revenue_type', '=', False),('revenue_type', '=', 'graduated')]}"> |
|||
<group> |
|||
<field name="straight_commission_type"/> |
|||
<field name="straight_commission_fixed" |
|||
attrs="{'invisible' : [('straight_commission_type', '!=', 'fixed')]}"/> |
|||
<field name="straight_commission_rate" |
|||
string="Commission rate (%)" |
|||
attrs="{'invisible' : ['|','|','|',('straight_commission_type', '=', 'fixed'),('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" width="10%"/> |
|||
<field name="amount_from" width="15%"/> |
|||
<field name="amount_to" width="15%"/> |
|||
<field name="graduated_amount_type" |
|||
widget="selection" |
|||
style="max-width:200px !important;" |
|||
width="20%"/> |
|||
<field name="graduated_fixed_amount" |
|||
style="min-width:200px !important;" |
|||
attrs="{'invisible' : [('graduated_amount_type', '!=', 'fixed')]}" |
|||
width="20%"/> |
|||
<field name="graduated_commission_rate" |
|||
style="min-width:200px !important;" |
|||
attrs="{'invisible' : [('graduated_amount_type', '=', 'fixed')]}" |
|||
width="20%"/> |
|||
</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> |
|||
<!-- crm commission plan action--> |
|||
<record id="commission_plan_action" 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_commission_plan_menu" |
|||
name="Commission Plans" |
|||
parent="crm.crm_menu_config" |
|||
action="commission_plan_action" |
|||
sequence="13"/> |
|||
</odoo> |
@ -0,0 +1,14 @@ |
|||
<?xml version="1.0" encoding="UTF-8" ?> |
|||
<odoo> |
|||
<!-- commission plan is added to the crm team--> |
|||
<record id="crm_team_view_form" model="ir.ui.view"> |
|||
<field name="name">crm.team.inherit.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> |
|||
</odoo> |
@ -0,0 +1,26 @@ |
|||
<?xml version="1.0" encoding="UTF-8" ?> |
|||
<odoo> |
|||
<!--commission field is added to res.users--> |
|||
<record id="view_users_simple_form" model="ir.ui.view"> |
|||
<field name="name">res.users.inherit.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="res_users_action" 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="res_users_action" |
|||
sequence="6"/> |
|||
</odoo> |
@ -0,0 +1,22 @@ |
|||
# -*- coding: utf-8 -*- |
|||
############################################################################# |
|||
# |
|||
# Cybrosys Technologies Pvt. Ltd. |
|||
# |
|||
# Copyright (C) 2023-TODAY Cybrosys Technologies(<https://www.cybrosys.com>) |
|||
# Author: Abhin K(odoo@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 +1,476 @@ |
|||
# -*- coding: utf-8 -*- |
|||
############################################################################# |
|||
# |
|||
# Cybrosys Technologies Pvt. Ltd. |
|||
# |
|||
# Copyright (C) 2023-TODAY Cybrosys Technologies(<https://www.cybrosys.com>) |
|||
# Author: Abhin K(odoo@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 api, fields, models |
|||
from odoo.exceptions import ValidationError |
|||
from odoo.tools import date_utils |
|||
|
|||
try: |
|||
from odoo.tools.misc import xlsxwriter |
|||
except ImportError: |
|||
import xlsxwriter |
|||
|
|||
|
|||
class CommissionReportWizard(models.TransientModel): |
|||
"""commission.wizard model is created and shown as the wizard window""" |
|||
_name = 'commission.wizard' |
|||
_description = 'Commission 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 = bool(self.salesperson_ids) |
|||
|
|||
@api.onchange('sales_team_ids') |
|||
def _onchange_sales_team_ids(self): |
|||
"""Function for hide a field base on values""" |
|||
self.is_sales_team = bool(self.sales_team_ids) |
|||
|
|||
@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 action_print_xlsx_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)]) |
|||
total_list = [] |
|||
commission_list = [] |
|||
user_commission_name = [] |
|||
user_commission_salesperson = [] |
|||
user_obj = user_sale_orders.mapped('user_id'). \ |
|||
sorted(key=lambda d: d.id) |
|||
user_sale_orders_dict = { |
|||
user: user_sale_orders.filtered(lambda rec: rec.user_id == user) |
|||
for user in user_obj} |
|||
for user, user_sale_orders in user_sale_orders_dict.items(): |
|||
commission_id = user.commission_id |
|||
if not commission_id: |
|||
continue |
|||
if self.date_to and self.date_from: |
|||
filtered_order_lines = user_sale_orders.filtered( |
|||
lambda rec: self.date_from <= rec.date_order.date() |
|||
<= self.date_to and rec.date_order.date() |
|||
>= commission_id.date_from |
|||
).mapped('order_line') |
|||
elif not self.date_to and self.date_from: |
|||
filtered_order_lines = user_sale_orders \ |
|||
.filtered(lambda rec: rec.date_order.date() >= |
|||
self.date_from >= |
|||
commission_id.date_from)\ |
|||
.mapped('order_line') |
|||
elif self.date_to and not self.date_from: |
|||
filtered_order_lines = user_sale_orders \ |
|||
.filtered(lambda rec: rec.date_order.date() <= |
|||
self.date_to <= |
|||
commission_id.date_to)\ |
|||
.mapped('order_line') |
|||
else: |
|||
filtered_order_lines = user_sale_orders.mapped( |
|||
'order_line') |
|||
filtered_order_lines_commission_total = sum( |
|||
filtered_order_lines.mapped('price_subtotal')) |
|||
if commission_id.type == 'product': |
|||
self._calculate_product_commission( |
|||
filtered_order_lines, |
|||
total_list, commission_list, |
|||
user_commission_salesperson, user, commission_id, |
|||
user_commission_name |
|||
) |
|||
elif commission_id.type == 'revenue' and \ |
|||
commission_id.revenue_type == 'graduated': |
|||
for rule in commission_id.revenue_grd_comm_ids: |
|||
self._calculate_graduated_commission( |
|||
commission_list, |
|||
user_commission_salesperson, |
|||
total_list, user, commission_id, rule, |
|||
filtered_order_lines_commission_total, |
|||
user_commission_name |
|||
) |
|||
elif commission_id.type == 'revenue' and \ |
|||
commission_id.revenue_type == 'straight': |
|||
self._calculate_straight_commission( |
|||
commission_id, |
|||
filtered_order_lines_commission_total, |
|||
commission_list, |
|||
user_commission_name, |
|||
user_commission_salesperson, |
|||
total_list, user |
|||
) |
|||
# 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_sale_orders = self.env['sale.order'].search( |
|||
[('team_id', 'in', self.sales_team_ids.ids)]) |
|||
team_obj = team_sale_orders.mapped('user_id'). \ |
|||
sorted(key=lambda d: d.id) |
|||
team_sale_orders_dict = { |
|||
team_user: self._filter_sale_orders_by_user(team_sale_orders, |
|||
team_user) for |
|||
team_user in team_obj} |
|||
commission_total, commission, commission_name, commission_salesperson, \ |
|||
commission_sales_team = self._calculate_commissions( |
|||
team_sale_orders_dict |
|||
) |
|||
# 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) |
|||
if data.get('date_from'): |
|||
sheet.write('D2', 'Date From: ' + data['date_from'], |
|||
date_format) |
|||
if data.get('date_to'): |
|||
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) |
|||
if data.get('date_from'): |
|||
sheet.write('E2', 'Date From: ' + data['date_from'], |
|||
date_format) |
|||
if data.get('date_to'): |
|||
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() |
|||
|
|||
def _calculate_product_commission(self, filtered_order_lines, |
|||
total_list, commission_list, |
|||
user_commission_salesperson, *args): |
|||
"""Returns the calculated product commission""" |
|||
user, commission_id, user_commission_name = args |
|||
commission_products = commission_id.product_comm_ids.mapped( |
|||
'product_id') |
|||
commission_category = commission_id.product_comm_ids.mapped( |
|||
'category_id') |
|||
prod_commission = filtered_order_lines.filtered( |
|||
lambda |
|||
rec: rec.product_id.id in commission_products.ids or |
|||
rec.product_id.categ_id.id in commission_category.ids |
|||
) |
|||
for rule in commission_id.product_comm_ids: |
|||
product_order_line = prod_commission.filtered( |
|||
lambda rec: rec.product_id == rule.product_id or |
|||
rec.product_id.categ_id.id == rule.category_id.id) |
|||
total_price = sum(product_order_line.mapped('price_subtotal')) |
|||
product_commission = (total_price * rule.percentage) / 100 if \ |
|||
rule.commission_amount_type == 'percentage' else \ |
|||
rule.fixed_amount |
|||
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 and |
|||
rule.commission_amount_type == 'percentage' |
|||
else product_commission |
|||
) |
|||
|
|||
def _calculate_graduated_commission(self, |
|||
commission_list, |
|||
user_commission_salesperson, |
|||
total_list, *args |
|||
): |
|||
"""Returns the calculated Graduated commission""" |
|||
user, commission_id, rule, filtered_order_lines_commission_total, \ |
|||
user_commission_name = args |
|||
graduated_commission = ( |
|||
filtered_order_lines_commission_total |
|||
* rule.graduated_commission_rate |
|||
) / 100 if rule.amount_from \ |
|||
<= filtered_order_lines_commission_total < rule.amount_to else \ |
|||
rule.graduated_fixed_amount |
|||
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) |
|||
|
|||
def _calculate_straight_commission(self, commission_id, |
|||
filtered_order_lines_commission_total, |
|||
commission_list, |
|||
*args): |
|||
"""Returns the calculated Straight commission""" |
|||
user_commission_name, \ |
|||
user_commission_salesperson, total_list, user = args |
|||
straight_commission = ( |
|||
filtered_order_lines_commission_total |
|||
* commission_id.straight_commission_rate |
|||
) / 100 if \ |
|||
commission_id.straight_commission_type == 'percentage' else \ |
|||
commission_id.straight_commission_fixed |
|||
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) |
|||
|
|||
def _filter_sale_orders_by_user(self, team_sale_orders, team_user): |
|||
"""Returns the filtered team_sale_orders using the team_users""" |
|||
return team_sale_orders.filtered(lambda rec: rec.user_id == team_user) |
|||
|
|||
def _calculate_commissions(self, team_sale_orders_dict): |
|||
"""Returns the calculated commissions""" |
|||
commission_total = [] |
|||
commission = [] |
|||
commission_name = [] |
|||
commission_salesperson = [] |
|||
commission_sales_team = [] |
|||
for team_user, team_sale_orders in team_sale_orders_dict.items(): |
|||
commissions_id = team_user.commission_id or \ |
|||
team_user.sale_team_id.commission_id |
|||
if commissions_id: |
|||
if self.date_to and self.date_from: |
|||
filtered_order_lines = team_sale_orders.filtered( |
|||
lambda rec: self.date_from <= rec.date_order.date() |
|||
<= self.date_to and rec.date_order.date() |
|||
>= commissions_id.date_from |
|||
).mapped('order_line') |
|||
elif not self.date_to and self.date_from: |
|||
filtered_order_lines = team_sale_orders \ |
|||
.filtered(lambda rec: rec.date_order.date() >= |
|||
self.date_from >= |
|||
commissions_id.date_from)\ |
|||
.mapped('order_line') |
|||
elif self.date_to and not self.date_from: |
|||
filtered_order_lines = team_sale_orders \ |
|||
.filtered(lambda rec: rec.date_order.date() <= |
|||
self.date_to <= |
|||
commissions_id.date_to)\ |
|||
.mapped('order_line') |
|||
else: |
|||
filtered_order_lines = team_sale_orders.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.mapped( |
|||
'product_id').ids |
|||
commission_category = commissions_id.product_comm_ids.mapped( |
|||
'category_id').ids |
|||
prod_commission = filtered_order_lines.filtered( |
|||
lambda rec: rec.product_id.id in commission_products or |
|||
rec.product_id.categ_id.id in commission_category |
|||
) |
|||
for rules in commissions_id.product_comm_ids: |
|||
product_order_line = prod_commission.filtered( |
|||
lambda rec: rec.product_id == rules.product_id or |
|||
rec.product_id.categ_id.id == rules.category_id.id) |
|||
total_price = sum( |
|||
product_order_line.mapped('price_subtotal') |
|||
) |
|||
product_commission = ( |
|||
total_price * rules.percentage |
|||
) / 100 if \ |
|||
rules.commission_amount_type == 'percentage' else \ |
|||
rules.fixed_amount |
|||
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 |
|||
and rules.commission_amount_type == 'percentage' |
|||
else 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 if \ |
|||
rules.graduated_amount_type == 'percentage' \ |
|||
else rules.graduated_fixed_amount |
|||
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 if \ |
|||
commissions_id.straight_commission_type == \ |
|||
'percentage' else \ |
|||
commissions_id.straight_commission_fixed |
|||
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 |
|||
) |
|||
return commission_total, commission, commission_name, \ |
|||
commission_salesperson, commission_sales_team |
@ -0,0 +1,47 @@ |
|||
<?xml version="1.0" encoding="UTF-8" ?> |
|||
<odoo> |
|||
<!-- commission wizard view action and menu-item is defined here--> |
|||
<record id="commission_wizard_view_form" 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"/> |
|||
<field name="date_to"/> |
|||
</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="action_print_xlsx_report" string="Print XLSX" |
|||
type="object" class="oe_highlight"/> |
|||
<button string="Cancel" class="btn btn_default" |
|||
special="cancel"/> |
|||
</footer> |
|||
</form> |
|||
</field> |
|||
</record> |
|||
<record id="commission_wizard_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_view_form"/> |
|||
<field name="target">new</field> |
|||
</record> |
|||
<menuitem id="commission_excel_report_root" |
|||
name="Commission Report " |
|||
parent="crm.crm_menu_report" |
|||
action="commission_wizard_action" |
|||
sequence="4"/> |
|||
</odoo> |