This guide shows how to set up a commission plan in Odoo that pays salespeople on the results of a whole sales team, and how to fix one that shows no commission. The short answer: a plan set per Sales Team pays only the people listed on the plan's Sales People tab, and each of them is credited with the team's full result. Choosing a team on the plan does not add its members, so a plan with an empty Sales People tab shows nothing.
Before you start
- Version and edition: the steps were verified on Odoo 19 Enterprise, with notes on Odoo 20 at the end. Commissions are an Enterprise feature, also present in Odoo Online, and are not part of Odoo Community.
- Apps: the Sales app, with the Commissions feature turned on. To turn it on, open the Sales app, go to Configuration > Settings, tick Commissions in the Invoicing section and click Save. A Commissions menu then appears in the Sales app.
- Access rights: changing settings needs an Odoo administrator. Creating plans and viewing everyone's commission needs the Sales access level Administrator on your user. Other salespeople can see only their own commission.
- Terms: a commission plan is Odoo's record of who earns commission, on what, and for which dates. An achievement-based plan pays a fixed percentage of what was sold or invoiced, with no target. A sales team is a group of salespeople in Odoo, and each order and invoice records the team it belongs to.
How a team plan decides who is paid
Odoo calculates commission from posted customer invoices, meaning invoices that have been confirmed rather than left in draft. It matches each invoice to the people on a plan, and the plan type decides which field on the invoice is used.
- Per Salesperson: each invoice is matched through its Salesperson field. If that salesperson is on the plan's Sales People tab, they are credited with the invoice.
- Per Sales Team: each invoice is matched through its Sales Team field, compared with the team chosen on the plan. Every matching invoice is then credited to every person on the Sales People tab. The salesperson on the invoice is not used.
A team plan is not a split. If three people are listed, each is credited with the whole team's invoiced amount, so set the rate with that in mind. Who appears on the tab is your decision: the team leader alone, every member, or anyone else who should share in the team result.
Set up a sales team commission plan
- Open the Sales app and go to Commissions > Commission Plans. Click New, or open an existing plan. Calculation settings can only be changed while the plan is in Draft, so on an approved plan click Reset to draft first.
- Next to Based on, choose Achievements per Sales Team. A Sale team field appears below. Select the team. Odoo will not save a team plan without one.
- Set the Effective Period. Only invoices dated inside this period count.
- Open the Achievements tab and click Add a new achievement. Choose Amount Invoiced and enter a Rate, which defaults to 5%. Lines can also use Amount Sold, Quantity Invoiced or Quantity Sold. The two "Sold" types count confirmed sales orders and the order's Sales Team instead of invoices.
- Open the Sales People tab, click Add a new Sales Person and add each user who should receive the team commission. Each line has its own From and To dates. From defaults to the plan's start date, and both must stay inside the plan period.
- Click Approve. The status changes to Approved and a Commissions button appears at the top of the plan. Only approved plans are calculated.
Once a plan is approved, its type, team, period and achievement lines are locked, but the Sales People tab stays editable. You can add or remove people on a running plan without resetting it to draft.
Check that it worked
- Create a customer invoice with one product line of 1,000 before tax. On the Other Info tab, set Sales Team to the plan's team. Any salesperson will do.
- Click Confirm to post the invoice. Its accounting date must fall inside the plan period.
- In the Sales app, go to Commissions > Commissions. The report opens with the filters My Commissions, Active Plans and This Year already applied. Remove My Commissions from the search bar, or you will only see lines where you are the salesperson.
With a 5% rate, each person on the Sales People tab should show a line for the current period with 50 in Achieved and Commission. Click Details on a line to see the invoices behind it.
If commission still shows zero
- The Sales People tab is empty. The calculation starts from the people on that tab, so an empty tab means no lines.
- The plan is not Approved. In Odoo 19, Draft, Cancelled and Done plans are all left out, so clicking Mark as done removes a plan from the report.
- The plan has ended. The default Active Plans filter hides plans whose dates do not include today. Remove the filter to see past plans.
- The invoice is not posted. Only posted customer invoices and credit notes count. Credit notes reduce the result.
- The invoice has a different Sales Team. For a team plan, the Sales Team on the invoice's Other Info tab decides whether it counts.
- The accounting date is outside the dates. Odoo compares the invoice's Accounting Date with the person's From and To dates on the Sales People tab, falling back to the plan dates. A person added from 1 March is not credited with January invoices.
- An achievement line is filtered. If a line has a Product or Category set, only matching invoice lines count. In Odoo 19 the category must match exactly, so sub-categories are excluded.
Sales team settings do not add people
The Sales Team form has no visible setting that adds team members to a commission plan. A team record holds a hidden default plan link, but standard Odoo 19 does not display it, and its automatic rule only adds a person to plans whose end date has already passed. It does not add anyone to a running plan. Keep the Sales People tab up to date when people join or leave the team.
What changes in Odoo 20
- Achievements becomes Linear and Targets becomes Tiered. The Based on label becomes Structure, the Achievements tab becomes Achievements Rules, and the Sales People tab becomes Salespeople.
- Team plans are calculated the same way, and the Commissions report opens with the same default filters.
- Plans marked Done stay in the report alongside approved plans.
- A new achievement type, Amount Paid in Full, is available, and category filters include sub-categories.
- On a per Salesperson plan, each Salespeople line has a Sum of achievements column. Orders and invoices of the users listed there are added to that person's result, which suits a team lead credited with a named group of salespeople rather than a whole sales team.
Steps verified on Odoo 19. Menus and labels can differ on other versions.
Common questions
Why does my sales team commission plan show no commission in Odoo?
In Odoo, a commission plan set per Sales Team only calculates commission for the users listed on its Sales People tab. If that tab is empty or the plan is not approved, nothing appears. The Commissions report also opens filtered to your own commission, so remove the My Commissions filter to see other people.
Does an Odoo sales team commission plan split the commission between members?
No. Each person on the plan's Sales People tab is credited with the full result of the team's matching invoices, so set the rate on the Achievements tab with that in mind.
Does the salesperson on the invoice matter for a team commission plan?
No. A team plan matches invoices by the Sales Team field on the invoice, compared with the team on the plan. The Salesperson field is only used by plans set per Salesperson.
Can I add salespeople to an Odoo commission plan after it is approved?
Yes. The Sales People tab stays editable on an approved plan. The plan type, team, period and achievement lines are locked until you click Reset to draft.
Why did commission disappear after marking an Odoo commission plan as done?
In Odoo 19, only approved commission plans are included in commission reporting, so a plan marked Done drops out of the report. In Odoo 20, plans marked Done are included.
Talk to the team.
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