Odoo CRM Commission Plan

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.