Hibou Odoo Suite: Human Resources (HR) Modules: Hibou Commissions: Hibou Commissions Workflow
This document covers the Hibou Commissions menu in the Accounting application. Be sure to go through Hibou Commissions configuration before proceeding with this document.
In this document, we will also illustrate a commissions workflow through an example.
To get started, navigate to the Sales app.
Our employee, Joe Baker, earns a 15% commission.
We've configured Joe's coach, Crispin Cookie, to earn a 1% commission off Joe's sales.
Let's create an invoice on Sale Order with Joe Baker as the salesperson.
Under the Other Info tab, we'll set the Salesperson as Joe Baker.
Once confirmed, click Create Invoice. (Note that if the Create Invoice button isn't a solid color, you'll need to first deliver the products.)
On the modal window, select 'Regular Invoice', then click Create and View Invoice.
Commissions are marked as confirmed when an invoice is paid, so we'll click Register Payment and pay this invoice in full.
On the paid invoice, click the new Commissions smart button on the invoice.
Here we see two confirmed commissions. One for our salesperson, Joe Baker, and one for his Coach, Crispin Cookie. If we click into Joe's commission record, we can see further details.
The link in the Move field takes you to the journal entries in Accounts/Commissions payable for this commission.
Let's take a look at what happens when a credit note is issued on a sale order payment that generated commissions.
Use the breadcrumbs to navigate back to the invoice.
Click Add Credit Note.
Enter a reason for the refund, then click Reverse.
On the draft credit note, click Post.
Then, click register payment and process the refund.
Click the Commissions smart button to see the reverse commissions.
Once there, click the CREATE button and complete the form fields as follows:
Employee: Select the employee earning the commission.
Contract: The contract for the selected employee. This informs the rate, when Rate Type is set to Normal or Admin. This is not a required field, though filling it in reduces the amount of data entry.
Structure: To utilize an existing commission structure, select it here. Alternatively, you can create a new structure or leave this field empty.
Source Move: The document associated with the the commission. This is not a required field.
Company: This field appears if you are using multiple companies and automatically is set to the current company.
Memo: A notes field to reference the reason for the commission. This is not a required field and becomes read-only when the commission is in the Paid state.
Rate Type: This indicates if you will be using the Commission % from the contract, the Admin Commission % from the contract, or will be manually entering all amounts.
Normal: Commission % from the contract
Admin: Admin Commission % from the contract
Structure: A commission structure
Manual: Manually entering all amounts
Rate: This is automatically filled in based on the contract, if selected. If a contract is not selected, the rate can be set manually.
Base Total: If an invoice is selected, this will be the total on the selected invoice. If creating a commission manually, there is no need to enter a number into this field.
Base Amount: The amount from which the commission will be calculated. If an invoice is selected, this will be the margin on the selected invoice. If no invoice is selected, this should be filled in manually for calculation of the commission total.
Note that this can be a negative value to reduce the amount of commissions paid to an employee (for example, if shipping was not charged and the salesperson is responsible for that difference).
Amount: The commission the salesperson receives. This is a computed field, based on the Rate, base Total, and Base Amount inputs.
Below is an example of a manual commission created using the Normal Rate Type.
Below is an example of a manual commission created using the Manual Rate Type. Note a few things that are different when the Rate Type is set to Manual.
Rate is automatically set to 100 on a Manual Rate Type, requiring only the Base Amount to be entered to perform calculations.
If you're in debug mode, you'll see the Force Accounting Date field. Entering a date here will override the default date.
Below is an example of a manual commission created using the Structure Rate Type. Note that the Rate is set to 15%, which is the selected Commission Structure rate for this employee.
Registering Payment on Commissions
A commission will be moved to the Paid state when the MARK PAID button is clicked
You can also move multiple commissions to the Paid state by selecting them from the Commissions tree view and clicking Action > Mark Paid.
Marking as paid will redirect you to a Commissions Payments list view, which displays the Commission Payment objects. These show how many commissions were grouped into a single payment and what the total amount was. You can click on one to view more information.
Name: This includes the date of the first commission within the group and the last commission within the group.
Date: The date the commissions were marked as Paid.
Commission Count: The number of commissions paid out.
Commission Amount: The amount of the commissions paid out.
A list of the commissions along with the associated invoice (if applicable), the amount and the date.