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Commissions

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Odoo Sales commissions reward salespeople or sales teams for their performance, using flexible plans built around targets or ongoing achievements.

How to activate commissions

  1. Go to Sales > Configuration > Settings.
  2. Scroll to the Invoicing section and tick Commissions.
  3. Click Save. A new Commissions menu appears in the top menu bar.

How to create a commission plan

  1. Go to Sales > Commissions > Commission Plans and click New.
  2. Choose whether the plan is based on Targets or Achievements, and select whether it applies per salesperson or per team.
  3. Set the Effective Period (start and end date).
  4. Choose the Target Frequency: Monthly for short-term incentives, Quarterly to align with business cycles, or Yearly for long-term goals.
  1. In the Targets tab, set the target value for each period. In the Achievements tab, add the metric being tracked, such as revenue, volume or margin.
  2. In the Sales People tab, assign users individually, or in bulk if Developer Mode is active.

Commission levels

Levels let salespeople earn a commission even below 100% of target, or more for exceeding it. For example: 80% of target pays 3%, 100% pays 5%, 150% pays 7.5%, and 200% pays 10%. Levels are configured in the Commissions tab of the plan.

Without levels defined above 100%, exceeding the target does not increase the payout beyond the stated rate.

How to approve a plan

Once configured, click Approve to move the plan from Draft to Approved. Approved plans cannot be edited directly. To make changes, click Reset to Draft, edit the plan, and approve it again. Once approved, Odoo tracks performance and calculates commissions automatically.

Frequently asked questions

What is the difference between Target and Achievement based plans?

Target plans pay out based on progress toward a set goal, while Achievement plans pay a flat rate on everything invoiced, such as 5% of all sales.

Can a salesperson earn commission above 100% of their target?

Only if commission levels above 100% are defined. Without them, exceeding the target does not increase the payout.

Can I edit a commission plan once it is approved?

No. An approved plan is read-only. Click Reset to Draft to make changes, then approve it again.

Need help?

Need help setting up sales commissions in Odoo? Contact support@thoughtlogik.com or see our Odoo implementation services.

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