Salesman MAIN

From UG

Contents 1 Introduction 1.1 Documentation 2 Functionality Overview 3 Functionality 3.1 Salesman Profile 3.2 Commissions Report 3.3 Target Report 3.4 Misc 3.4.1 Access Restrictions 3.4.1.1 Figure 0. Users Access Admin window

[edit] Introduction

Module is required in CT2 to calculate salesman commissions and other salesman related tasks and reports.

Read Salesman GLOSSARY to understand concepts/terminology.

[edit] Documentation

This is a main wiki for Salesman module.

All wikis for this component are located in Category:Salesman

• Salesman MAIN - main wiki
• Commissions Report - component
• Salesman DD - data dictionary
• Salesman GLOSSARY - glossary and concepts
• Salesman Profile - component
• Salesman Target Report - component
• Salesman UC - use cases

[edit] Functionality Overview

There are 3 components at the moment:

• Salesman Profile:
  • tag jag user as a salesman
  • manage commission schedule
  • manage salesman accounts
  • manage monthly targets

• Commissions Report
• Salesman Target Report

• Misc:
  • set access permissions

[edit] Functionality

[edit] Salesman Profile

See Salesman Profile

[edit] Commissions Report

See Commissions Report

[edit] Target Report

See Salesman Target Report

[edit] Misc

[edit] Access Restrictions

• Access Restrictions to info from Salesman Profiles should be limited to management users only. Access control proceeds in Users Admin Access window in "Acc.Sales Persons" line. See on Figure 0.

[edit] Figure 0. Users Access Admin window