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Odoo Reseller Commission for Subscription

odoo reseller
Author

AswinJan. 13, 2021

In odoo we can create the Commission Plans and assign these plans to specified customers based on their performance and we can update the Partner level. This blog explains you on Odoo Reseller Commissions for Subscription

Configuration:

Install CRM, Resellers, Resellers Commissions For Subscription.

Go-toCRM > Configuration > Resellers:

  1. Partner Level
  2. Partner Activation
  3. Commission plans

Odoo Resellers Commissions for Subscription

First we need to create Commission plans:

Odoo Resellers Commissions for Subscription

This is the form to create Commission plans.

Name field denotes the Name of the Commission plan.

Purchase Default Product field comes with the default product, which is Commission. This is a service product. We can change this field with other service products.

In Rules sectionwe can add set of rules. In this Rules Line there are different fields: Product Category: We can choose the category of the product for which product we are going to select.

Product: We can select a product here.

Subscription Template: Here we can add the Subscription template.

PriceList: we can set the pricelist of the product here.

Rate: we can set the rate for the selected rule. It denotes that the rate of earned commission.

Capped: By enabling this checkbox we can set the Maximum commission. Without enabling that, the commission amount will be increased based on the higher sale amount.

After creating the Commission plan we need to create Partner Level:

By default here we can see the four different types of partner level.

Odoo Resellers Commissions for Subscription

 

And we can create new Partner Levels by clicking the Create button.

Odoo Resellers Commissions for Subscription

This is the form to create a new Partner Level.

Here we can add the Level name, Level weight, Sequence, Active or not and a Default Commision.

If we added a Default Commission Plan to this Partner Level, we can assign this Partner Level to any of the customers. Therefor the Default Commission will automatically assign to that Customer.

Assigning the Partner Level to a Customer:

Go-to > CRM > Sales > Customers

Odoo Resellers Commissions for Subscription

To assign a Partner Level Create or select a Customer from here and got to the Partner Assignment Section.

Odoo Resellers Commissions for Subscription

In the Partner activation section we can Set a Partner Level to the corresponding Customer.

Odoo Resellers Commissions for Subscription

Here only selected the Partner Level and the Commission Plan and Level weight are automatically shown. Now the Partner Levelsilver’ is set to this customer.

Create a Sales Quotation:

We are going to create a Sales Quotation from CRM.

Go-to > CRM > Sales > My Quotation

Odoo Resellers Commissions for Subscription

To create a new Quotation click the create button.

Odoo Resellers Commissions for Subscription

This is the form to crate a Sales Quotation.

Here we need to select a Customer first. Therefor select Referrer which means that for whom want to assign the Commission for this sale.

In OrderLines we should add the same Product which is added in the Commission plan.

Odoo Resellers Commissions for Subscription

Afterthat, in the last section we can see Referrer Commission. Which is the Commission amount assigned to that Customer. This amount is calculated based on the rule assigned in the Commission Plan.

To create invoice, click Confirm button and click Create Invoice button.

Odoo Resellers Commissions for Subscription

By clicking the Create Invoice button, the Invoice will be created.

Odoo Resellers Commissions for Subscription

Afterthat, Confirm the Invoice and Register Payment.

Click the Create Payment button to Payment registration.

After Payment Registration,

Go-to Purchase > Order > Request for Quotation

Odoo Resellers Commissions for Subscription

Here we can see the RFQ generated for the corresponding Partner.

Open the RFQ and can we see the detailed view.

Odoo Resellers Commissions for Subscription

Vendor: Partner name is mentioned in this field.

In the Products section we can see the product Commission.

Unit Price: This is the Commission amount of the corresponding partner.

From this form we can confirm the order by clicking the Confirm Order button.

After confirming,

Odoo Resellers Commissions for Subscription

We can create the bill using the Create Bill button and Confirm that bill. This is how we do Odoo Reseller Commission for Subscription.

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