Author: |
Tecnativa, Odoo Community Association (OCA) |
License: |
AGPL-3 |
Branch: |
14.0 |
Repository: |
brain-tec/commission |
Dependencies: |
sale_commission |
Languages: |
HTML (367, 10.5%),
PO File (95, 2.7%),
Python (133, 3.8%),
SVG (2817, 80.5%),
XML (16, 0.5%),
and
reStructuredText (73, 2.1%) |
Other branches: |
11.0,
11.0.project_EL_543,
12.0,
13.0,
14.0-ocabot-merge-pr-357-by-pedrobaeza-bump-patch,
and
15.0 |
Other repositories: |
Change2improve/commission,
Comunitea/commission,
DamonLiu0814/commission,
Digital5-Odoo/commission,
ERPLibre/commission,
Gabinete-Digital/commission,
LevelPrime/commission,
MetricWise/commission,
NeatNerdPrime/commission,
NextERP-Romania/commission,
OCA-MUK/commission,
OCA/commission,
RibraX/commission-1,
SequarSrl/commission,
SeuMarco/commission,
Studio73/commission,
Tecnativa/commission,
akretion/commission,
alessandrocamilli/commission,
anhvu-sg/commission,
aurestic/commission,
eLBati/commission,
jothimani-r/commission,
kmee/commission,
lauragauto/commission,
lideritjnma/commission,
marcelsavegnago/commission,
robertsvx27/commission,
scigghia/commission,
tegin/commission,
ursais/commission,
vernichon/commission,
xpertiz/commission,
zarumaru/commission,
and
zeroincombenze/commission |
<h1 class="title">Sales commissions from salesman</h1>
<p><a class="reference external" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external" href="https://github.com/OCA/commission/tree/14.0/sale_commission_salesman"><img alt="OCA/commission" src="https://img.shields.io/badge/github-OCA%2Fcommission-lightgray.png?logo=github" /></a> <a class="reference external" href="https://translation.odoo-community.org/projects/commission-14-0/commission-14-0-sale_commission_salesman"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external" href="https://runbot.odoo-community.org/runbot/165/14.0"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png" /></a></p>
<p>This module extends the functionality of <cite>sale_commission</cite> to allow you to
auto-populate salesmen as commission agents without setting explicitly them
on the customer.</p>
<p><strong>IMPORTANT</strong>: The salesman will be only populated if no other commission agent
is set via other method, to assure that there's no overlapping commissions.</p>
<p><strong>Table of contents</strong></p>
<div class="contents local topic" id="contents">
<ul class="simple">
<li><a class="reference internal" href="#configuration" id="id1">Configuration</a></li>
<li><a class="reference internal" href="#usage" id="id2">Usage</a></li>
<li><a class="reference internal" href="#bug-tracker" id="id3">Bug Tracker</a></li>
<li><a class="reference internal" href="#credits" id="id4">Credits</a><ul>
<li><a class="reference internal" href="#authors" id="id5">Authors</a></li>
<li><a class="reference internal" href="#contributors" id="id6">Contributors</a></li>
<li><a class="reference internal" href="#other-credits" id="id7">Other credits</a></li>
<li><a class="reference internal" href="#maintainers" id="id8">Maintainers</a></li>
</ul>
</li>
</ul>
</div>
<a name="configuration"></a>
<h2><a class="toc-backref" href="#id1">Configuration</a></h2>
<ol class="arabic simple">
<li>Go to <em>Contacts</em>.</li>
<li>Search for the contact linked to the salesman user and open it.</li>
<li>If it's actually linked to a user, you'll see a new check in the
<em>Agent information</em> page, called "Convert salesman into agent".</li>
<li>Check it for having that salesman automatically populated as agent. You
need to assign a commission to that agent as well.</li>
</ol>
<a name="usage"></a>
<h2><a class="toc-backref" href="#id2">Usage</a></h2>
<p>To use this module, you need to:</p>
<ol class="arabic simple">
<li>Go to <em>Sales > Orders > Quotations</em> and create a new one.</li>
<li>Fill the customer with one with no agents set.</li>
<li>Select a salesman with the mark checked.</li>
<li>Add a line in the quotation, and you will see the salesman populated as
commission agent.</li>
</ol>
<a name="bug-tracker"></a>
<h2><a class="toc-backref" href="#id3">Bug Tracker</a></h2>
<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/commission/issues">GitHub Issues</a>.
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
<a class="reference external" href="https://github.com/OCA/commission/issues/new?body=module:%20sale_commission_salesman%0Aversion:%2014.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p>
<p>Do not contact contributors directly about support or help with technical issues.</p>
<a name="credits"></a>
<h2><a class="toc-backref" href="#id4">Credits</a></h2>
<a name="authors"></a>
<h3><a class="toc-backref" href="#id5">Authors</a></h3>
<ul class="simple">
<li>Tecnativa</li>
</ul>
<a name="contributors"></a>
<h3><a class="toc-backref" href="#id6">Contributors</a></h3>
<ul class="simple">
<li><a class="reference external" href="https://www.tecnativa.com">Tecnativa</a>:<ul>
<li>Pedro M. Baeza</li>
</ul>
</li>
</ul>
<a name="other-credits"></a>
<h3><a class="toc-backref" href="#id7">Other credits</a></h3>
<ul class="simple">
<li>Part of the icon made from <a href="<a class="reference external" href="http://www.onlinewebfonts.com/icon">http://www.onlinewebfonts.com/icon</a>">Icon Fonts</a> is licensed by CC BY 3.0</li>
</ul>
<a name="maintainers"></a>
<h3><a class="toc-backref" href="#id8">Maintainers</a></h3>
<p>This module is maintained by the OCA.</p>
<a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a>
<p>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.</p>
<p>This module is part of the <a class="reference external" href="https://github.com/OCA/commission/tree/14.0/sale_commission_salesman">OCA/commission</a> project on GitHub.</p>
<p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>