Good day, all,
I have spent the better part of the day trying to figure out the right way to set up this commission plan. Originally I was working in the sales module but it does not allow a plan based on a 'pricelist'. I was then directed to use the CRM module. I have followed the instructions noted in the the following post. I can see the 'Referrer Commission' section on the quotes, but it is not calculating. I have also listed some steps I have taken so that I, hopefully, don't waste anyone's time.
https://www.odoo.com/forum/help-1/how-do-i-setup-commissions-in-odoo-226633
Steps taken so far.
- In sales, created a price list with formula to calculate commissions (sale price - installation cost)
- In sales, the price list is applied to all eligible products, under prices.
- In CRM, created a commissions plan, one line for each category, added the price list to the 'price list' field, entered the rate. All other fields left blank.
- In CRM, created a 'Salesperson' Level and added the default commission plan and pricelist
- In contacts, added 'partner level; Salesperson', commission plan and activation level is 'fully operational'
I'm sure there must be something I am missing, I just don't know what that might be!