Deal Workflow — CRM to Commission Payout
Last update:
21/03/2026
Completed
4.1 — Create & Find the Invoice
80 Views •3.4 — Commission Status Bar
80 Views •1.2 — Mark Opportunity as Won
79 Views •7.2 — Sale Order Final State
79 Views •3.5 — Manager & Director Lines
79 Views •5.2 — Purchase Order Auto-Created
78 Views •2.2 — Verify Sale Order Header
78 Views •6.1 — Vendor Bills List
78 Views •📝 Knowledge Check — Deal Workflow Certification Quiz
76 Views •1.3 — Document in Chatter
76 Views •7.4 — Accounting Dashboard Check
76 Views •5.1 — Verify Commission Totals
75 Views •7.1 — Commission Payment Tracking
75 Views •1.1 — Open CRM Pipeline
74 Views •4.3 — Verify Invoice Lines
74 Views •7.3 — Commission Overview Report
74 Views •3.3 — Commission Calculation Verification
74 Views •6.2 — Vendor Bill Form
73 Views •4.2 — Posted Invoice Header
73 Views •4.4 — Register Customer Payment
72 Views •5.3 — Review PO Lines
📍 WHERE TO FIND IT
Purchase ▸ Orders ▸ [Commission PO]
✅ WHAT TO DO
Find the Commission Purchase Order auto-generated when commission was approved. Search by agent name or SO reference.
- PO vendor = Commission Agent (set up as a vendor in Odoo)
- PO reference links back to the Sale Order
- PO is in 'Draft' state pending review
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💡 TIP
Commission POs are auto-created by the commission approval workflow. Do not create them manually.
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