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[MIG] commission and sale_commission: Migration to 15.0
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AungKoKoLin1997 authored and Aung Ko Ko Lin committed Sep 8, 2022
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154 changes: 154 additions & 0 deletions commission/README.rst
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===========
Commissions
===========

.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !!
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
:target: https://odoo-community.org/page/development-status
:alt: Beta
.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
:alt: License: AGPL-3
.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fcommission-lightgray.png?logo=github
:target: https://github.com/OCA/commission/tree/15.0/commission
:alt: OCA/commission
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
:target: https://translation.odoo-community.org/projects/commission-15-0/commission-15-0-commission
:alt: Translate me on Weblate
.. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png
:target: https://runbot.odoo-community.org/runbot/165/15.0
:alt: Try me on Runbot

|badge1| |badge2| |badge3| |badge4| |badge5|

This module allows to define agents with their commissions and assign
them in customers.

You can define which base amount is going to be taken into account: net amount
(based on margin) or gross amount (line subtotal amount)

**Table of contents**

.. contents::
:local:

Configuration
=============

For adding commissions:

#. Go to *Sales > Commission Management > Commission types*.
#. Edit or create a new record.
#. Select a name for distinguishing that type.
#. Select the percentage type of the commission:

* **Fixed percentage**: all commissions are computed with a fixed
percentage. You can fill the percentage in the field "Fixed percentage".
* **By sections**: percentage varies depending amount intervals. You can
fill intervals and percentages in the section "Rate definition".

#. Select the base amount for computing the percentage:

* **Gross Amount**: percentage is computed from the amount put on
sales order/invoice.
* **Net Amount**: percentage is computed from the profit only, taken the
cost from the product.

#. Select the invoice status for settling the commissions:

* **Invoice Based**: Commissions are settled when the invoice is issued.
* **Payment Based**: Commissions are settled when the invoice is paid.

For adding new agents:

#. Go to *Sales > Commission Management > Agents*. You can also access from
*Contacts > Contacts* or *Sales > Orders > Customers*.
#. Edit or create a new record.
#. On "Sales & Purchases" page, mark "Agent" check. It should be checked if
you have accessed from first menu option.
#. There's a new page called "Agent information". In it, you can set following
data:

* The agent type, being in this base module "External agent" the only
existing configuration. It can be extended with `hr_commission` module
for setting an "Employee" agent type.
* The associated commission type.
* The settlement period, where you can select "Monthly", "Quaterly",
"Semi-annual" or "Annual".

You will also be able to see the settlements that have been made to this
agent from this page.

Known issues / Roadmap
======================

* Make it totally multi-company aware.
* Be multi-currency aware for settlements.
* Allow to calculate and pay in other currency different from company one.
* Set agent popup window with a kanban view with richer information and
mobile friendly.

Bug Tracker
===========

Bugs are tracked on `GitHub Issues <https://github.com/OCA/commission/issues>`_.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us smashing it by providing a detailed and welcomed
`feedback <https://github.com/OCA/commission/issues/new?body=module:%20commission%0Aversion:%2015.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.

Do not contact contributors directly about support or help with technical issues.

Credits
=======

Authors
~~~~~~~

* Tecnativa

Contributors
~~~~~~~~~~~~

* Pexego.
* Davide Corio <davide.corio@domsense.com>
* Joao Alfredo Gama Batista <joao.gama@savoirfairelinux.com>
* Sandy Carter <sandy.carter@savoirfairelinux.com>
* Giorgio Borelli <giorgio.borelli@abstract.it>
* Daniel Campos <danielcampos@avanzosc.es>
* Oihane Crucelaegui <oihanecruce@gmail.com>
* Nicola Malcontenti <nicola.malcontenti@agilebg.com>
* Aitor Bouzas <aitor.bouzas@adaptivecity.com>

* `Tecnativa <https://www.tecnativa.com>`__:

* Pedro M. Baeza
* Manuel Calero

Maintainers
~~~~~~~~~~~

This module is maintained by the OCA.

.. image:: https://odoo-community.org/logo.png
:alt: Odoo Community Association
:target: https://odoo-community.org

OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and
promote its widespread use.

.. |maintainer-pedrobaeza| image:: https://github.com/pedrobaeza.png?size=40px
:target: https://github.com/pedrobaeza
:alt: pedrobaeza

Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:

|maintainer-pedrobaeza|

This module is part of the `OCA/commission <https://github.com/OCA/commission/tree/15.0/commission>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
1 change: 1 addition & 0 deletions commission/__init__.py
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from . import models
19 changes: 19 additions & 0 deletions commission/__manifest__.py
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{
"name": "Commissions",
"version": "15.0.1.0.0",
"author": "Tecnativa," "Odoo Community Association (OCA)",
"category": "Sales Management",
"license": "AGPL-3",
"depends": ["product", "sale_management"],
"website": "https://github.com/OCA/commission",
"maintainers": ["pedrobaeza"],
"data": [
"security/ir.model.access.csv",
"views/commission_view.xml",
"views/commission_mixin_view.xml",
"views/product_template_view.xml",
"views/res_partner_view.xml",
],
"demo": ["demo/commission_and_agent_demo.xml"],
"installable": True,
}
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<?xml version="1.0" ?>
<odoo>
<!-- Create the Commission Types -->
<record id="demo_commission" model="sale.commission">
<record id="demo_commission" model="commission">
<field name="name">10% fixed commission - Invoice Based</field>
<field name="fix_qty">10.0</field>
</record>
<record id="demo_commission_paid" model="sale.commission">
<record id="demo_commission_paid" model="commission">
<field name="name">20% fixed commission - Payment Based</field>
<field name="fix_qty">20.0</field>
<field name="invoice_state">paid</field>
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