Commission Management

Table

Key points

• • Install **Sale Commission** module (sale_commission)

• • Set up Sales Teams and assign salespeople

• • Configure access rights for Commission Manager

• • Define commission structure and sales targets

• • Set up commission calculation cycle (monthly/quarterly/yearly)

Steps

• 1. Go to **Commission → Commission Plans**

• 2. Click **New** to create new plan

• 3. Fill **Plan Name** (e.g., "Q1 2026 Sales Commission")

• 4. Set **From** and **To** dates

• 5. Select **Periodicity**: Monthly, Quarterly, or Yearly

• 6. Enter **On Target Commission (OTC)** - amount when achieving 100% target

• 7. Select **Type**: Targets or Achievements

• 8. Select **User Type**: Salesperson or Sales Team

• 9. If Sales Team selected, choose corresponding team

• 10. Click **Save** to save in Draft status

Table

Steps

• 1. Open commission plan

• 2. In **Salespersons** tab, click **Add a line**

• 3. Select salesperson from list

• 4. Set **From** (start date)

• 5. Set **To** (end date, leave empty = until plan ends)

• 6. Click **Save**

• 7. To add multiple: Click **Add Users**, select multiple salespeople, click Submit

Steps

• 1. Open **Targets** type plan

• 2. In **Targets** tab, system auto-creates periods based on Periodicity

• 3. Fill **Target** (sales target) for each period

• 4. Adjust **Payment Date** if needed

• 5. In **Commission Tiers** tab, configure commission levels:

• 6. - 0% achievement → 0 commission

• 7. - 50% achievement → 0 commission (or optional amount)

• 8. - 100% achievement → OTC amount

• 9. - 150% achievement → higher amount (encourage exceeding target)

• 10. Click **Add a line** to add new commission tier

• 11. View commission chart to verify configuration

Steps

• 1. Open **Achievements** type plan

• 2. In **Achievement Types** tab, select achievement type:

• 3. - **Amount Invoiced**: Revenue from invoices

• 4. - **Amount Sold**: Revenue from sales orders

• 5. - **Product-based**: By specific products

• 6. Configure commission rate for each type

• 7. Example: 5% on Amount Invoiced

• 8. Click **Save**

Steps

• 1. Open plan in **Draft** status

• 2. Review information: targets, users, commission configuration

• 3. Click **Approve** to activate plan

• 4. Plan moves to **Approved** status

• 5. System starts tracking achievements and calculating commissions

Steps

• 1. Go to **Commission → Manual Adjustments**

• 2. Click **New** to create adjustment

• 3. To **add**: Select **Add to**, choose salesperson and plan, enter amount

• 4. To **reduce**: Select **Reduce From**, choose salesperson and plan, enter amount

• 5. Fill **Date** (adjustment date)

• 6. Fill **Note** (reason for adjustment)

• 7. Click **Save**

Steps

• 1. Go to **Commission → Commission Report**

• 2. Report shows: Plan, Salesperson, Period, Target, Achieved, Achievement Rate, Commission

• 3. Use **Filters** to filter by plan, salesperson, period

• 4. Use **Group By** to group by Plan, Salesperson, Period, Payment Date

• 5. Click row, select **Achievement Detail** to view transaction details

Steps

• 1. Go to **Commission → Achievement Report**

• 2. View individual transactions: Orders, Invoices, Manual adjustments

• 3. Shows: Customer, Amount, Commission rate

• 4. Click row, select **Open Related** to open source order/invoice

• 5. Group by **Product** to analyze top contributing products

Steps

• 1. Go to **Commission → Commission Report**

• 2. Find period to forecast

• 3. Click row, select **Edit**

• 4. Fill **Forecast** (expected commission amount)

• 5. Fill **Notes** (forecast reason)

• 6. Click **Save**

• 7. Compare Forecast vs Commission columns to assess accuracy

Steps

• 1. Open Target plan

• 2. Click **Export Targets** button

• 3. Excel/CSV file downloads with target list by period

• 4. Use to share with salespeople or offline analysis

Steps

• 1. When plan ends, open plan in **Approved** status

• 2. Verify all transactions calculated

• 3. Confirm commission amounts with salespeople

• 4. Click **Mark as Done** to complete

• 5. Plan moves to **Done** status

• 6. Export report and archive for audit purposes

Key points

• • Choose **appropriate cycle**: Monthly for close tracking, Quarterly for stability

• • Set **SMART targets**: Specific, Measurable, Achievable, Relevant, Time-bound

• • Configure **reasonable commission tiers**: Encourage exceeding targets but not excessive

• • **Approve before starting**: Avoid changes while plan is running

• • Check for **duplicate plans**: Avoid salespeople having multiple concurrent plans

• • View **reports regularly**: Check progress weekly/monthly

• • Use **Group By**: Analyze from multiple perspectives

• • **Clear notes** for manual adjustments

• • Have **approval process** for large adjustments

• • Proper permissions: Salespeople only see their own plans

Table

Key points

• • **How to create plan for entire team?** Select User Type = Sales Team, choose team, commission calculated for whole team.

• • **What's the difference between Target and Achievement?** Target: Has specific targets, commission by % completion. Achievement: No targets needed, commission by % of sales.

• • **Can I change targets mid-term?** Yes, but should Set to Draft first. If transactions exist, better create new plan.

• • **How to calculate commission by product?** Use Achievement Plan with Achievement Type = Product-based.

• • **Can I have multiple concurrent plans?** Yes, but be careful to avoid overlap. System warns in Other Plans field.

• • **Do manual adjustments affect reports?** Yes, adjustments counted in Achievement and shown in Achievement Report.

• • **How to export reports?** In report screen, click Favorites → Export All, choose Excel or CSV.

• • **What is OTC?** On Target Commission - Amount salesperson receives when achieving 100% target.

• • **Can I calculate commission by margin?** Need additional module (sale_commission_margin) to calculate by profit.

• • **How can salespeople view their commission?** Use "My Plans" filter in Commission Report, or configure record rules.