Odoo
Cyllo

# Commissions

This module extends Cyllo functionality, allowing user manage all commission operations.

Can manage operations like the following:

- Define agents with their commissions
- Assign agents to partners
- Create settlements to summarize commissions for certain periods,

This app shows a new menu Commissions, with sub menus agents, settlements, configuration > commission types. User can create new agents, commissions types and record settlements on suggested periods.

With this module, it is possible to:

- Create and Edit Commission types
- Can choose percentage type for the commission:
    - Fixed percentage: all commissions are computed with a fixed percentage. You can fill the percentage in the field “Fixed percentage”.
    - By sections: percentage varies depending amount intervals. You can fill intervals and percentages in the section “Rate definition”.

##### Easy To Configure

This module very easy to configure.

##### Easy To Manage
Settlements

This module helps to manage commission types, settlements etc.

##### For adding commissions you need to:

- Go to Commissions > Configuration > Commission types.
- Edit or create a new record.
- Select a name for distinguishing that type.
- Select the percentage type of the commission:

##### For adding new agents:

1. Go to Commissions > Agents. You can also access from Contacts > Contacts or Sales > Orders > Customers.

2. Edit or create a new record.

3. On “Sales & Purchases” page, mark “Agent” check. It should be checked if you have accessed from first menu option.

4. There’s a new page called “Agent information”. In it, you can set following data:

   - The agent type, being in this base module “External agent” the only existing configuration. It can be extended with hr_commission module for setting an “Employee” agent type.
   - The associated commission type.
   - The settlement period, where you can select “Bi-weekly”, “Monthly”, “Quaterly”, “Semi-annual” or “Annual”.

   You will also be able to see the settlements that have been made to this agent from this page.

##### For settling the commissions to agents:

1. Go to Commissions > Settlements > Settle Commissions.
2. On the window that appears, you should select the date up to which you want to create commissions. It should be at least one day after the last period date. For example, if you settlements are monthly, you have to put at least the first day of the following month.
3. You can settle only certain agents if you select them on the “Agents” section. Leave it empty for settling all.
4. Click on “Make settlements” button.
5. If there are new settlements, they will be shown after this.

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