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[MIG] commission and sale_commission: Migration to 15.0
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=========== | ||
Commissions | ||
=========== | ||
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.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
!! 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 | ||
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|badge1| |badge2| |badge3| |badge4| |badge5| | ||
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This module allows to define agents with their commissions and assign | ||
them in customers. | ||
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You can define which base amount is going to be taken into account: net amount | ||
(based on margin) or gross amount (line subtotal amount) | ||
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**Table of contents** | ||
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.. contents:: | ||
:local: | ||
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Configuration | ||
============= | ||
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For adding commissions: | ||
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#. 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: | ||
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* **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". | ||
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#. Select the base amount for computing the percentage: | ||
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* **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. | ||
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#. Select the invoice status for settling the commissions: | ||
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* **Invoice Based**: Commissions are settled when the invoice is issued. | ||
* **Payment Based**: Commissions are settled when the invoice is paid. | ||
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For adding new agents: | ||
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#. 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: | ||
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* 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". | ||
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You will also be able to see the settlements that have been made to this | ||
agent from this page. | ||
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Known issues / Roadmap | ||
====================== | ||
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* 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. | ||
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Bug Tracker | ||
=========== | ||
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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**>`_. | ||
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Do not contact contributors directly about support or help with technical issues. | ||
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Credits | ||
======= | ||
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Authors | ||
~~~~~~~ | ||
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* Tecnativa | ||
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Contributors | ||
~~~~~~~~~~~~ | ||
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* 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> | ||
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* `Tecnativa <https://www.tecnativa.com>`__: | ||
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* Pedro M. Baeza | ||
* Manuel Calero | ||
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Maintainers | ||
~~~~~~~~~~~ | ||
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This module is maintained by the OCA. | ||
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.. image:: https://odoo-community.org/logo.png | ||
:alt: Odoo Community Association | ||
:target: https://odoo-community.org | ||
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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. | ||
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.. |maintainer-pedrobaeza| image:: https://github.com/pedrobaeza.png?size=40px | ||
:target: https://github.com/pedrobaeza | ||
:alt: pedrobaeza | ||
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Current `maintainer <https://odoo-community.org/page/maintainer-role>`__: | ||
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|maintainer-pedrobaeza| | ||
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This module is part of the `OCA/commission <https://github.com/OCA/commission/tree/15.0/commission>`_ project on GitHub. | ||
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You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute. |
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from . import models |
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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, | ||
} |
4 changes: 2 additions & 2 deletions
4
sale_commission/demo/sale_agent_demo.xml → ...ission/demo/commission_and_agent_demo.xml
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