Deal Workflow — CRM to Commission Payout
Last update:
03/21/2026
Completed
3.4 — Commission Status Bar
76 Views •4.1 — Create & Find the Invoice
75 Views •3.5 — Manager & Director Lines
75 Views •1.2 — Mark Opportunity as Won
74 Views •2.2 — Verify Sale Order Header
73 Views •7.4 — Accounting Dashboard Check
73 Views •7.2 — Sale Order Final State
72 Views •5.2 — Purchase Order Auto-Created
72 Views •6.1 — Vendor Bills List
71 Views •1.1 — Open CRM Pipeline
70 Views •7.1 — Commission Payment Tracking
70 Views •6.2 — Vendor Bill Form
70 Views •1.3 — Document in Chatter
70 Views •7.3 — Commission Overview Report
70 Views •5.1 — Verify Commission Totals
70 Views •📝 Knowledge Check — Deal Workflow Certification Quiz
69 Views •3.3 — Commission Calculation Verification
68 Views •4.3 — Verify Invoice Lines
68 Views •2.4 — Commission Lines Tab
67 Views •3.1 — Commission Lines Overview
66 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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