Author: |
Tecnativa, Odoo Community Association (OCA) |
License: |
AGPL-3 |
Branch: |
16.0 |
Repository: |
brain-tec/commission |
Dependencies: |
account,
and
commission |
Languages: |
HTML (410, 16.9%),
PO File (223, 9.2%),
Python (992, 40.8%),
SVG (186, 7.7%),
XML (475, 19.6%),
and
reStructuredText (143, 5.9%) |
Other branches: |
15.0 |
Other repositories: |
Change2improve/commission,
Gabinete-Digital/commission,
OCA/commission,
Studio73/commission,
Tecnativa/commission,
and
zarumaru/commission |
<h1 class="title">Account commissions</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/16.0/account_commission"><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-16-0/commission-16-0-account_commission"><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/165/16.0"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png" /></a></p>
<p>This module adds the function to calculate commissions in invoices (account moves).</p>
<p>It also allows to create vendor bills from settlements for external agents.</p>
<p>This module depends on the commission module.</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="#maintainers" id="id7">Maintainers</a></li>
</ul>
</li>
</ul>
</div>
<a name="configuration"></a>
<h2><a class="toc-backref" href="#id1">Configuration</a></h2>
<p>For selecting invoice status in commissions:</p>
<ol class="arabic simple">
<li>Edit or create a new record to select the invoice status for settling the commissions.<ul>
<li><strong>Invoice Based</strong>: Commissions are settled when the invoice is issued.</li>
<li><strong>Payment Based</strong>: Commissions are settled when the invoice is paid.</li>
</ul>
</li>
</ol>
<a name="usage"></a>
<h2><a class="toc-backref" href="#id2">Usage</a></h2>
<p>For adding commissions on invoices:</p>
<ol class="arabic simple">
<li>Go to <em>Invoicing > Customers > Invoices</em>.</li>
<li>Edit or create a new record.</li>
<li>When you have selected a partner, each new invoice line you add will have
the agents and commissions set at customer level.</li>
<li>You can add, modify or delete these agents discretely clicking on the
icon with several persons represented, next to the "Commission" field in the
list. This icon will be available only if the line hasn't been invoiced yet.</li>
<li>If you have configured your system for editing lines in a popup window,
agents will appear also in this window.</li>
<li>The agents icon will be in this ocassion visible when the line hasn't been
settled.</li>
<li>You have a button "Regenerate agents" on the bottom of the page
"Invoice Lines" for forcing a recompute of all agents from the partner setup.
This is needed for example when you have changed the partner on the
invoice having already inserted lines.</li>
</ol>
<p>For invoicing the settlements (only for external agents):</p>
<ol class="arabic simple">
<li>Go to <em>Invoicing > Commissions > Create Commission Invoices</em>.</li>
<li>On the window that appears, you can select following data:<ul>
<li>Product. It should be a service product for being coherent.</li>
<li>Journal: To be selected between existing purchase journals.</li>
<li>Date: If you want to choose a specific invoice date. You can leave it
blank if you prefer.</li>
<li>Settlements: For selecting specific settlements to invoice. You can leave
it blank as well for invoicing all the pending settlements.</li>
</ul>
</li>
</ol>
<p>If you want to invoice a/some specific settlement/s:</p>
<ol class="arabic simple">
<li>Navigate to <em>Invoicing > Commissions > Invoices Settlements</em>.</li>
<li>Select it/them on the list.</li>
<li>Click on <em>Action > Create Commission Invoices</em>.</li>
<li>You can as well enter in one settlement, and click on the "Make invoice"
button.</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:%20account_commission%0Aversion:%2016.0%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>Pexego.</li>
<li>Davide Corio <<a class="reference external" href="mailto:davide.corio@domsense.com">davide.corio@domsense.com</a>></li>
<li>Joao Alfredo Gama Batista <<a class="reference external" href="mailto:joao.gama@savoirfairelinux.com">joao.gama@savoirfairelinux.com</a>></li>
<li>Sandy Carter <<a class="reference external" href="mailto:sandy.carter@savoirfairelinux.com">sandy.carter@savoirfairelinux.com</a>></li>
<li>Giorgio Borelli <<a class="reference external" href="mailto:giorgio.borelli@abstract.it">giorgio.borelli@abstract.it</a>></li>
<li>Daniel Campos <<a class="reference external" href="mailto:danielcampos@avanzosc.es">danielcampos@avanzosc.es</a>></li>
<li>Oihane Crucelaegui <<a class="reference external" href="mailto:oihanecruce@gmail.com">oihanecruce@gmail.com</a>></li>
<li>Nicola Malcontenti <<a class="reference external" href="mailto:nicola.malcontenti@agilebg.com">nicola.malcontenti@agilebg.com</a>></li>
<li>Aitor Bouzas <<a class="reference external" href="mailto:aitor.bouzas@adaptivecity.com">aitor.bouzas@adaptivecity.com</a>></li>
<li><a class="reference external" href="https://www.tecnativa.com">Tecnativa</a>:<ul>
<li>Pedro M. Baeza</li>
<li>Manuel Calero</li>
</ul>
</li>
<li><a class="reference external" href="https://www.quartile.co">Quartile</a>:<ul>
<li>Aung Ko Ko Lin</li>
<li>Yoshi Tashiro</li>
</ul>
</li>
<li><a class="reference external" href="https://www.studio73.es">Studio73</a>:<ul>
<li>Ethan Hildick</li>
</ul>
</li>
</ul>
<a name="maintainers"></a>
<h3><a class="toc-backref" href="#id7">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>Current <a class="reference external" href="https://odoo-community.org/page/maintainer-role">maintainer</a>:</p>
<p><a class="reference external" href="https://github.com/pedrobaeza"><img alt="pedrobaeza" src="https://github.com/pedrobaeza.png?size=40px" /></a></p>
<p>This module is part of the <a class="reference external" href="https://github.com/OCA/commission/tree/16.0/account_commission">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>