Sales Incentives in Odoo 13

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India Cybrosys Technologies
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Published on ● Video Link: https://www.youtube.com/watch?v=324pEuXT1QA


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Sales Incentives:- Are you missing the incentive calculation for your sales team in Odoo? We Cybrosys technologies bring forth a solution for it. The app enables the company to efficiently calculate the sales person's incentive-based on his achieved target. The user can set the incentive calculation based on the invoiced amount/received amount. In addition, the module also provisions the user to track the status of the incentive payment and thereby aid account team to update the status of both paid and unpaid, and thereby enter the same in accounts.

Download the App: https://apps.odoo.com/apps/modules/13.0/sales_incentive_calculation/

Calculates incentive for salesperson based on sale target in gamification.

Generates incentive for sale target given in gamification based on -Linear Method

Generates incentive for sale target given in gamification based on -Tiered Commission Plan
Calculates incentive based on -Percentage

Calculates incentive based on -Fixed amount Sales Incentives

Sales managers can set a challenge for the salesperson. Go to CRM -- Challenges -- Challenges and select sales challenge to be used for incentive calculation. Select 'Use in incentive calculation' to use this challenge in incentive calculation. You can set periodicity as 'Monthly', 'weekly', 'yearly' and the incentive will be calculated based on these dates. You can set the target value to reach. The incentive calculation will be based on this target.

Go to CRM -- Challenges -- Goals and you can see the target set for the challenge and achievement made by each salesperson. Based on this target and achievement, incentives can be calculated for each salesperson.

You can create the method of incentive calculation in CRM --Challenges -- Incentive Scheme. Select 'linear or Tiered Commission Plan' as the method for calculation. In the 'achievement%' column, you can give the minimum achievement percentage to be reached for getting the incentive. In the 'reward' column, specify the reward when this achievement% is reached. If the 'Type' column is selected as 'percentage', then the reward column will be considered as a percentage of the amount to be given for this achievement. If 'Type' is 'amount', then reward will be the amount specified in the reward column. Click on the 'compute incentive' button to calculate incentives based on the given settings.

If the selected method is 'linear', then 'compute incentive' will calculate incentive based on the linear method. For example, if the target is 10,00,000 and the achievement is 6,90,000, that is 69%, the incentive for this will be calculated in the 50% slab. So, Incentive for up to 50% achievement is 2%, so incentive will be 2% of achievement(690,000). i,e.13800. If type is given as amount, then that amount will be given as an incentive. In 70% slab, the incentive is given as amount 10,000. So, for 89% achievement, the incentive will be 10,000 as given in the slab settings. The lowest achievement% given in slab settings will be considered as the minimum achievement percentage. You can set the amount to be given for each achievement in the settings.


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About Us
Cybrosys is enriched with technical experts and research scholars producing high-end quality software tools. Our sophisticated infrastructure and lab facilities constantly bring in new technological innovations and attributions. Partnership with ODOO, MICROSOFT, IBM, Intel, HP, NASSCOM proves our strength and excellence.

We are Odoo Gold Partners standing par excellence in Odoo Implementation, Customization, and allied services. We do Source code sale, Custom software development, and Employee outsourcing. The latest research and developments in Cybrosys are being conducted in Blockchain. Our robust quality product and services are widely used by clients residing across in India, USA, UK, Middle East & Europe.



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Sales Incentives in Odoo 13
odoo sales
odoo 13 sales