Commission Management

Paying commissions by spreadsheet is slow and error-prone. This module defines commission rules by salesperson, sales team or agent, and by partner, product or category, and calculates them automatically. It plugs into Sales, Invoicing and Purchases so commissions can be based on orders, invoices or payments and settled with vendor bills. Sales managers and accountants get traceable commission lines and a printable report.

1. 1

   Configure the commission basis

   In Sales settings the manager picks when commission is computed (sales order, invoice or payment) and the expense account for discounts. The choice is saved on the company.

   • Company-level setting
   • Commission discount account
   • Applies to all rules
2. 2

   Mark partners as agents

   On the partner form the boxes Agent and Affiliated classify people who earn commission or customers who get special rates.

   • Field: Agents
   • Field: Affiliated
   • Used in rules
3. 3

   Create commission rules

   In the Commission menu the user creates a rule with name, type and target (salespeople, sales teams or agents). Tabs hold sales teams, salespersons, agents and products and categories with exceptions.

   • Percentage, affiliated and non-affiliated rates
   • Exceptions per product or category
   • Chatter enabled
4. 4

   Attach the rule to a sale

   On the sales order the field Commission Rules and the tab Sales Commission show the applicable rule and agents. Confirming the order computes the lines according to the basis.

   • Standard, partner and category calculation
   • Cancel removes lines
   • Agents field
5. 5

   Invoices and payments trigger commission

   If the basis is invoice or payment, posting the invoice or registering the payment creates the commission lines. Cancelling the invoice reverses them.

   • Hooks on action_post
   • Hooks on register payment
   • Reversed on cancel
6. 6

   Review commission lines

   The Commission Lines menu lists all lines with search and group by users. Managers verify amounts before paying.

   • Group by users
   • Search by commission name
   • Form per line
7. 7

   Create vendor bills

   The Create Invoices wizard turns selected lines into vendor bills for agents or salespeople. It blocks already invoiced lines and mixed agents, and requires a purchase journal and commission account.

   • Group by option
   • Invoice date
   • Validation errors listed
8. 8

   Print the commission report

   The wizard asks for start date, end date and who to compute for, then prints the Commission Report PDF. It warns when nothing is found.

   • Compute for: salesperson, team or agent
   • Date range required
   • Button: Print Commission Report

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