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Home └Deal Workflow — CRM to Commission Payout └📝 Knowledge Check — Deal Workflow Certification Quiz

Deal Workflow — CRM to Commission Payout

Last update: 21/03/2026

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📝 Knowledge Check — Deal Workflow Certification Quiz

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1. Where do you go to mark a deal as 'Won' in Odoo?
Accounting ▸ Invoices Sales ▸ CRM ▸ Pipeline Purchase ▸ Orders Payroll ▸ Employees
2. What invoice status is required before commission lines can be Confirmed?
Draft Cancelled Posted Paid
3. What does clicking 'Process' on commission lines automatically create?
An email to agents A Purchase Order per agent A credit note A payslip
4. What is Company Net Share?
Total commissions paid out Sale price minus all commissions VAT amount Agent base salary
5. What is the correct commission line status progression?
Draft → Paid → Confirmed Draft → Calculated → Confirmed → Processed → Paid Confirmed → Draft → Processed Processed → Confirmed → Paid
6. How is a Vendor Bill for commission payment created?
Manually in Accounting ▸ Vendors Via 'Create Bill' on the confirmed Purchase Order From payroll module By importing a CSV file
7. Where do you record a customer's property payment?
CRM ▸ Pipeline SO ▸ Commission Tab Accounting ▸ Invoices ▸ Register Payment Purchase ▸ Vendor Bills
8. What menu path shows all Sale Orders?
Accounting ▸ Customers ▸ Invoices Sales ▸ Orders ▸ Orders CRM ▸ Pipeline Purchase ▸ Orders
9. If Commission Net Share is negative, what should you do?
Archive the line Reduce rates until Net Share > 0 Confirm anyway Delete the sale order
10. What is the OSUS Sale Order number format?
SO/YYYY/NNNN INV/YYYY/NNNN SS/MM/NNN PO/YYYY/NNNN
11. How do you view commission lines for a specific Sale Order?
SO form ▸ Commission Lines tab Accounting ▸ Dashboard HR ▸ Payslips Purchase ▸ RFQ
12. What triggers auto-cancellation of commission lines?
SO is archived Customer invoice is reversed/credit-noted Agent resigns PO is deleted
13. Where are commission vendor bills found?
Sales ▸ Quotations Accounting ▸ Vendors ▸ Bills CRM ▸ Activities Inventory ▸ Products
14. What is the role of the Purchase Order in commission workflow?
Tracks property unit inventory Formal commitment to pay the agent commission Stores customer payment details Generates the customer invoice
15. What happens to a partner who is not yet a vendor when Process runs?
Error blocks processing System auto-sets supplier_rank=1 (makes them a vendor) You must manually create vendor first Commission line is skipped
16. What section on the commission line tracks PO state, Bill state, and Payment date?
Calculation section Payment Tracking section Notes section Audit Log
17. Where do you click to create an invoice from a Sale Order?
Accounting ▸ New Invoice SO form ▸ 'Create Invoice' button CRM ▸ New Lead Purchase ▸ New Bill
18. What does the Commission Lines smart button on the SO show?
Agent phone numbers Count and overall state of all commission lines Bank account details Property floor plan
19. When is the accounting journal entry created for a customer invoice?
When the SO is confirmed When the invoice is Posted (Confirmed) When payment is registered When the deal is won in CRM
20. What is the final state of a fully completed deal?
SO = Quotation, Invoice = Draft SO = Sales Order, Invoice = Paid, Commission = Paid SO = Cancelled, Commission = Draft Invoice = Posted, Commission = Confirmed