Turn sales attribution into performance you can act on

Assign a responsible employee to every sale order, invoice, delivery, lead and purchase order — then track commission, quotas and rankings from one dashboard, tied to your real HR employee directory.

The problem

Odoo's Salesperson field is tied to the login user, not the HR employee record — so when a deal is worked by someone other than whoever typed it in, or a business needs to calculate commission and hold specific staff accountable for orders, invoices and deliveries, there is no clean way to do it. Teams fall back on spreadsheets that break the moment someone changes role.

The solution

Employee Sales Order links every sales document to a real HR employee, propagates that attribution automatically from quotation through invoice and delivery, and turns it into commission calculations, quota tracking and a live performance dashboard — all inside Odoo, with role-based access control.

Capabilities

Everything you need for employee accountability

Every capability below is implemented in the module.

01

Attribution across the whole chain

Assign a responsible employee on sale orders, customer invoices, deliveries, CRM leads and purchase orders — one consistent accountability lens from pipeline to fulfillment.

02

Automatic propagation

The employee set on a sale order carries forward automatically to its invoice and delivery, so nobody has to re-tag the same person three times.

03

Commission on autopilot

Set a default percentage-of-revenue commission rate, override it per employee, and split commission across shared-deal lines with per-line rates.

04

Quota tracking with status at a glance

Set a target per employee and period; achievement, variance and status (on track, behind, met) are computed and color-coded automatically.

05

Employee sales dashboard

A dedicated graph, pivot and list analysis of revenue, commission and order count per employee — filter, group and drill down by person.

06

Employee record, enriched

Every employee card shows a sales-count badge, commission rate, and one-click smart buttons through to their orders and invoices.

07

Bulk reassignment wizard

Reassign the responsible employee across selected sale orders in one guided action — built for staff changes and territory moves.

08

Smart default from the customer

Set a default responsible employee on a customer record so back-office order entry stays accurate without manual tagging.

09

Role-based access, built in

Dedicated security groups gate who can see commission data, employee smart buttons and cross-employee performance views, with a settings toggle to control visibility.

Workflow

How it works

1

Assign the employee

Pick a responsible employee on a sale order, or let it default automatically from the customer record.

2

Confirm the order

The employee, and any shared-deal split, is locked in for commission and reporting the moment the order is confirmed.

3

Propagate automatically

The same employee carries through to the resulting invoice and delivery — no re-entry, no gaps.

4

Track and pay out

Review the dashboard, quotas and rankings, then use the computed commission amounts for payout.

Questions

Frequently asked

No sales fog. If your question isn't here, email us and we'll answer it the same way.

Salesperson is tied to the Odoo login user. Responsible Employee is tied to your HR employee directory, so it stays correct even when orders are entered by an assistant or a shared login, and it powers commission and quota reporting the Salesperson field cannot.

Get the app

Buy it on the Odoo App Store

Purchase, download and install directly from the official Odoo Apps Store — you'll always get the latest supported build.

Employee Sales Order — Attribution, Commission & Performance

Attribute orders, invoices and deliveries to HR employees rather than login users, with automatic propagation, commission, quota tracking and a sales dashboard — accountability tied to your employee directory.

Buy on Odoo App Store