Advanced Sales Commission & Incentive Engine

Name: Advanced Sales Commission & Incentive Engine
Brand: ECOSIRE
SKU: advanced-sales-commission

主な機能

Rule engine matching on product, product category, salesperson, sales team, customer, or customer segment, evaluated in a defined priority order with a first-match or stack-all mode

Rate types per rule: flat percentage, fixed amount per unit/order, or tiered/accelerator schedules that lift the rate once a rep crosses a quota threshold

Margin-based commissions that compute on gross margin (sale price minus product cost) rather than revenue, using stored computed fields with @api.depends so figures stay consistent

Target and quota tracking with attainment-driven accelerators — commission rate scales with percent-to-goal per rep, team or period

Selectable recognition basis per plan: accrue on confirmed sale order, on posted customer invoice, or only on reconciled payment (cash basis)

Automatic clawbacks and adjustments on credit notes, refunds and partial payments — reversals recompute without manual journal gymnastics

Multi-level structures: rep commission plus manager/team-lead overrides plus partner/referrer splits from the same source transaction, with guaranteed no double-counting

Period-wise settlement runs that snapshot eligible lines into locked, versioned commission statements per rep for a chosen date range

One-click vendor-bill (account.move type in_invoice) payout generation on statement approval, so commissions flow through standard Odoo AP and payment runs

Per-rep QWeb PDF commission statement report showing every qualifying line, basis, rate and total — shareable and audit-ready

Row/record-level security via ir.model.access.csv and record rules: reps see only their own statements and figures; managers and finance see the full plan

Automated actions and scheduled jobs to close periods, recompute accruals, and email reps their draft statements on a cadence you set

Approval workflow with draft → confirmed → paid states and a full audit trail (who computed, who approved, when paid) using Odoo mail/chatter tracking

Dashboards, pivot and graph views to slice commission expense and payouts by rep, team, product, category and period

XML-RPC / JSON-RPC exposure of commission records for BI tools, external payroll, or a partner portal

Multi-currency and multi-company aware, respecting company_id record rules and the customer/order currency for accurate payout amounts

受注生産、すべておまかせ

自分での設定は不要 — ECOSIRE が構築・インストール・サポートする実働アプリです。

ご注文

一回限りの構築料金から始めます。キックオフで一緒に範囲を決めます。

構築とインストール

ECOSIRE がお客様の Odoo 上で構築・設定・インストールします。

本番稼働 + サポート

約2〜4週間で稼働し、リリース後のサポート期間が付きます。

この製品について

Spreadsheet-driven commissions are where sales incentive plans go to die: someone exports last month's invoices, hand-keys margins, argues with reps over what "counts," and eventually cuts a payout weeks late. The Advanced Sales Commission & Incentive Engine is a net-new Odoo application that ECOSIRE designs, builds, installs and supports for your team — turning your commission plan into deterministic, auditable rules that run automatically inside Odoo 17, 18 or 19 (Community or Enterprise).

At its core is a commission rule engine built on native Odoo models (models.Model) and stored computed fields (@api.depends). You define rules that match on product, product category, salesperson, sales team, customer, margin band or target attainment, then attach a rate — a flat percentage, a fixed amount, or a tiered/accelerator schedule that pays a higher rate once a rep clears quota. Because every rate line is a real record with ir.model.access.csv permissions and record rules, reps see only their own statements while managers see the whole plan.

You choose the recognition basis that matches how you actually get paid: commission can accrue when the sale order is confirmed (sale.order), when the customer invoice is posted (account.move), or — the honest default for cash-flow-conscious teams — only when the payment is reconciled (account.payment). The engine recomputes cleanly on credit notes, partial payments and refunds, so a clawback happens automatically instead of via an awkward email.

Multi-level and team structures are first-class: an account executive can earn on their own deal while their team lead earns an override, and a partner or referrer earns a split — all from the same source transaction, with no double-counting. At period close you run a settlement: the engine snapshots every eligible line into a locked commission statement (a QWeb PDF report per rep), and, on approval, generates the matching vendor bill (account.move, type in_invoice) so Accounting pays commissions through the normal AP and payment run — fully traceable, no off-ledger transfers.

Everything is wired into Odoo's automation and reporting: scheduled/automated actions can close periods and notify reps, dashboards and pivot views break commission down by rep, team, product and period, and the whole model is reachable over XML-RPC/JSON-RPC if you need to feed a BI tool or external payroll system. This is a build-to-order engagement — ECOSIRE scopes your exact plan, builds the module against your Odoo version, ships tested code with __manifest__.py, security, views and reports, migrates historical data if needed, trains your team, and stands behind it with a support window. Typical delivery is 2–4 weeks from signed scope; this is not an instant apps.odoo.com download.

得られるもの

Fully custom Odoo module (Community or Enterprise, versioned for your Odoo 17/18/19) — complete source with __manifest__.py, Python models, XML/OWL views, ir.model.access.csv and record rules, delivered to a Git repository you own

Your specific commission plan implemented and configured: rules, rate tiers, recognition basis, override/split structure and settlement periods set up against your live data

QWeb PDF commission-statement report template branded to your company, plus dashboard/pivot views ready to use

Historical data migration or backfill (optional in scope): recompute commissions for prior periods so day-one statements are complete and reconcilable

Deployment to your environment (Odoo Online-compatible packaging where applicable, Odoo.sh, or self-hosted) with a UAT sign-off pass before go-live

Admin and end-user documentation plus a live training session (recorded) for sales managers, reps and finance covering configuration, settlement and payouts

Post-launch support window with bug-fix guarantee and a defined SLA, plus a paid maintenance/enhancement option to extend it

Odoo version-compatibility note and upgrade guidance so the module can be moved forward to future Odoo releases

これは誰のためのものですか

VP of Sales / Sales Operations Lead

Owns the incentive plan and needs it enforced consistently. Wants accelerators, quota attainment and team overrides to run automatically so reps trust their numbers and disputes disappear, with dashboards to model plan cost before rollout.

Finance Controller / Accounts Payable Manager

Needs commissions to hit the ledger cleanly. Values the cash-basis recognition option and automatic vendor-bill generation so payouts flow through standard AP, stay reconciled, and are fully auditable at close.

Channel / Partner Manager

Runs a network of agents, resellers or referrers earning splits on the same deals as internal reps. Needs multi-level structures with no double-counting and per-partner statements that can be shared securely via record rules or a portal.

Individual Sales Rep / Account Executive

Wants to see exactly what they've earned and why, in real time inside Odoo — every qualifying line, basis and rate — without waiting for a month-end spreadsheet, and to trust that clawbacks and adjustments are applied fairly.

Advanced Sales Commission & Incentive Engine の比較方法

基準	エコシエール	カスタムビルド	競合他社
Rules by product / category / margin / target / team	Full multi-dimensional rule engine, tailored to your exact plan	Possible but you specify and pay for every rule from scratch	Often limited to fixed rate types the app author chose
Recognition on order vs invoice vs payment (cash basis)	All three, configurable per plan, with automatic clawbacks	Whatever you build; edge cases (refunds/partials) often missed	部分的なサポート
Multi-level overrides & partner splits without double-counting	Built in and reconciled to your plan definition	Achievable but the no-double-count logic is the hard part	部分的なサポート
Automated vendor-bill payout generation	One-click settlement → account.move (in_invoice) through standard AP	Must be designed and tested for ledger accuracy	部分的なサポート
Period settlement + locked per-rep QWeb statement	Snapshotted, versioned, audit-ready PDF per rep	Build your own report and locking logic	部分的なサポート
Record-level security (reps see only their own data)	ir.model.access.csv + record rules configured to your org	Only if you implement and test the record rules yourself	部分的なサポート
Fits your Odoo 17/18/19 version & edition	Built and tested against your exact version and co-installed apps	Depends entirely on your internal team's expertise	Only versions the author published; may lag your upgrade
Delivery, training, docs and supported bug-fix window	Scoped build in 2–4 weeks + training + SLA-backed support	Your timeline, your risk, no external SLA	含まれていない

Advanced Sales Commission & Incentive Engine に関するよくある質問

How long does delivery take, and what's the process?

This is a build-to-order engagement, not an instant download. Typical delivery is 2–4 weeks from signed scope, depending on plan complexity (number of rule types, override levels and whether you need historical backfill). The flow is: discovery call to capture your exact commission plan → written scope and fixed quote → we build the module against your Odoo 17/18/19 version → you review in a UAT environment → we deploy to production and train your team. You get the full source code in a repository you own.

Which Odoo versions and editions do you support?

We build for Odoo 17, 18 and 19, on both Community and Enterprise. The engine relies on standard core models (sale.order, account.move, account.payment) so it works on Community without Enterprise-only apps. During scoping we confirm your version and any co-installed apps (e.g. a third-party margin or subscription module) so the build integrates cleanly. If you later upgrade Odoo, we provide compatibility guidance and can port the module forward under a maintenance agreement.

What happens with support, bug fixes and updates after go-live?

Every engagement includes a post-launch support window with a bug-fix guarantee — if the module doesn't behave as specified, we fix it at no charge within the SLA. Beyond that window you can take an optional maintenance plan that covers enhancements, new rule types, Odoo version upgrades and priority support. Because you own the source code, you're never locked in; you can also have your own team maintain it if you prefer.

Can commission be paid on payment received rather than on the invoice?

Yes — recognition basis is configurable per plan. You can accrue commission when the sales order is confirmed, when the customer invoice is posted, or only when the payment is actually reconciled (cash basis). The cash-basis option is popular with teams protecting cash flow: reps earn as money lands, and partial payments accrue proportionally. Credit notes and refunds automatically trigger clawbacks so reversals are handled without manual journal entries.

How does it handle multi-level teams, overrides and partner splits without double-paying?

Each source transaction is evaluated once against your structure. A rep earns their own commission, their manager or team lead earns a separate override line, and a referring partner earns a split line — all derived from the same order/invoice/payment but recorded as distinct commission lines with their own basis and rate. The engine tracks the relationship (via salesperson, sales team and partner links) so overrides and splits stack intentionally and totals reconcile exactly to what the plan defines.

How are commissions actually paid out, and is it auditable?

At period close you run a settlement that snapshots every eligible line into a locked commission statement per rep (a QWeb PDF you can share). On approval, the engine generates a matching vendor bill (account.move, in_invoice) so payouts go through Odoo's standard Accounts Payable and payment run — no off-ledger transfers. Every step is tracked in the chatter (who computed, who approved, when paid), and record rules ensure reps see only their own figures while finance sees everything.