Salesman Profile

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[[Category:Salesman]]
 
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== General Info ==
 
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* mantis: http://mantis.jaguarfreight.com/mantis/view.php?id=2051
 
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* Related Terminology and Concepts - read [[Salesman]]
 
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== Business Need ==
 
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Ability to manage Salesmen Life cycle.
 
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== Business Requirements ==
 
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=== Prerequisites ===
 
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See [[Salesman]] object.
 
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=== Access Restrictions ===
 
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* These Salesman Commission Schedules and Salesman Accounts should not be visible to most users
 
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* They should be limited to management users only
 
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=== Business Workflows and Events ===
 
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'''Normal Workflows:'''
 
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* New Salesman Hired
 
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* Set Monthly target for Salesman (first time)
 
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* Salesman gets his first account
 
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* Calculate Salesman Commissions
 
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* Generate Salesman Target Report
 
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* Update Monthly target for Salesman
 
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* Add additional accounts
 
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* Close Accounts
 
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* Change Commission schedule
 
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* Delete or Archive Salesman
 
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'''Some Exceptional Workflows:'''
 
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* Salesman hired with accounts
 
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* Client added by mistake
 
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* No targets set
 
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== Preliminary Design ==
 
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=== Access Restrictions ===
 
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* 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. Users Access Admin window | Figure 0]].
 
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=== Interface ===
=== Interface ===
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* All Salesman [[http://mantis.jaguarfreight.com/wiki/Salesman#Salesman]] info and controls are available through Sales Persons interface ("Acc -> Sales Persons"). See on [[#Figure 1. Sales Persons menu item | Figure 1]].
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* All [http://mantis.jaguarfreight.com/wiki/Salesman_Concepts#Salesman Salesman] info and controls are available through Sales Persons interface ("Acc -> Sales Persons"). See on [[#Figure 1. Sales Persons menu item | Figure 1]].
* Sales Persons table contains list of all Salesman Profiles. This table looks the same like "Jaguar Users" table in Admin. See on [[#Figure 2. Sales Persons table | Figure 2]].
* Sales Persons table contains list of all Salesman Profiles. This table looks the same like "Jaguar Users" table in Admin. See on [[#Figure 2. Sales Persons table | Figure 2]].
* Each Salesman Profile shows in "Add/Edit Salesman Profile" window.  See on [[#Figure 3. Salesman Profile window | Figure 3]]. This window contains three tables:  
* Each Salesman Profile shows in "Add/Edit Salesman Profile" window.  See on [[#Figure 3. Salesman Profile window | Figure 3]]. This window contains three tables:  
** '''Commision Shedule table'''
** '''Commision Shedule table'''
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*** This table corresponds to the Commission Shedule specification [[http://mantis.jaguarfreight.com/wiki/Salesman#Commission_Schedule]] and represents change in Commission Percentage [[http://mantis.jaguarfreight.com/wiki/Salesman#Commission_Percentage]] of current Salesman.
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*** This table corresponds to the [http://mantis.jaguarfreight.com/wiki/Salesman_Concepts#Commission_Schedule Commission Shedule] specification and represents change in [http://mantis.jaguarfreight.com/wiki/Salesman_Concepts#Commission_Percentage Commission Percentage] of current Salesman.
*** System keeps history of all set Percentage values of Salesman for each Time frame, but displays only actual of them.
*** System keeps history of all set Percentage values of Salesman for each Time frame, but displays only actual of them.
*** Table consists of three columns:
*** Table consists of three columns:
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**** Time Frame - time in years has elapsed since Commission Start Date [[http://mantis.jaguarfreight.com/wiki/Salesman#Commission_Start_Date]].
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**** Time Frame - time in years has elapsed since [http://mantis.jaguarfreight.com/wiki/Salesman_Concepts#Commission_Start_Date Commission Start Date].
**** Commission Percentage - number representing share of a Jaguar profit that is due to the current Salesman.
**** Commission Percentage - number representing share of a Jaguar profit that is due to the current Salesman.
**** Date Set - date of set percentage value for Time frame for the current Salesman.
**** Date Set - date of set percentage value for Time frame for the current Salesman.
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*** Current Salesman has same schedule for all of his Salesman Accounts [[http://mantis.jaguarfreight.com/wiki/Salesman#Salesman_Account]].  
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*** Current Salesman has same schedule for all of his [http://mantis.jaguarfreight.com/wiki/Salesman_Concepts#Salesman_Account Salesman Accounts].  
** '''Salesman Accounts table'''
** '''Salesman Accounts table'''
*** This table contains list of all Salesman Accounts with appropriate Commission Start/End Dates
*** This table contains list of all Salesman Accounts with appropriate Commission Start/End Dates
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**** Year of Salesman Monthly.
**** Year of Salesman Monthly.
**** Month of Salesman Monthly.  
**** Month of Salesman Monthly.  
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**** Salesman Monthly Target [[http://mantis.jaguarfreight.com/wiki/Salesman#Salesman_Monthly_Target]] value.  
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**** Salesman [http://mantis.jaguarfreight.com/wiki/Salesman_Concepts#Salesman_Monthly_Target Monthly Target] value.  
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**** Salesman Monthly Actual [[http://mantis.jaguarfreight.com/wiki/Salesman#Salesman_Monthly_Actual]] value.  
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**** Salesman [http://mantis.jaguarfreight.com/wiki/Salesman_Concepts#Salesman_Monthly_Actual Monthly Actual] value.  
* Each table must have control buttons for CRUD-functionality: Add, Edit, Remove.
* Each table must have control buttons for CRUD-functionality: Add, Edit, Remove.
** Adding/editing of the relevant information executes in special pop-up windows. See on [[#Figure 4. Comission Schedule window | Figure 4]], [[#Figure 5. Salesman Account window | Figure 5]] and [[#Figure 6. Salesman Monthly window | Figure 6]].
** Adding/editing of the relevant information executes in special pop-up windows. See on [[#Figure 4. Comission Schedule window | Figure 4]], [[#Figure 5. Salesman Account window | Figure 5]] and [[#Figure 6. Salesman Monthly window | Figure 6]].
** Removing of info executes after confirming in standard CT2 Question messageboxes with appropriate messages.
** Removing of info executes after confirming in standard CT2 Question messageboxes with appropriate messages.
*** in case of inability to remove of the relevant information (f.e. when this info is used for the calculations of commission amount) system displays standard CT2 Error window.
*** in case of inability to remove of the relevant information (f.e. when this info is used for the calculations of commission amount) system displays standard CT2 Error window.
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== Detailed Design ==
 
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=== Normal Workflows ===
 
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Each workflow below corresponds to significant "business events" related to Salesman life cycle.
 
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All operations are done under Acc > Salesman Panel
 
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==== New Salesman Hired ====
 
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1) Identify Jaguar User as a Salesman
 
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* Check Sales Person check box on Jag User Profile
 
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* (we assume new Jag User has been created)
 
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2) Set Commission Schedule
 
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* Goto Acc > Salesman
 
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* Select Salesman, click Edit
 
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* Goto "Commission Schedule" section
 
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* edit commission percentage
 
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==== Set Monthly target for Salesman (first time) ====
 
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* Goto Acc > Salesman
 
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* Select Salesman, click Edit
 
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* Goto "Monthly Targets" section
 
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* Add targets for next 6 months
 
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==== Salesman gets his first account ====
 
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* Goto Acc > Salesman
 
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* Select Salesman, click Edit
 
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* Goto "Accounts" section
 
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* Add Account
 
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** set client company
 
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** set start date
 
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==== Calculate Salesman Commissions ====
 
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==== Generate Salesman Target Report ====
 
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==== Update Monthly target for Salesman ====
 
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==== Add additional accounts ====
 
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==== Close Accounts ====
 
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* set Commission End Date
 
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==== Change Commission schedule ====
 
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==== Delete or Archive Salesman ====
 
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=== Some Exceptional Workflows ===
 
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==== Salesman hired with accounts ====
 
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==== Client added by mistake ====
 
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==== No targets set ====
 
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== Figures ==
 
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=== Figure 0. Users Access Admin window ===
 
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[[File:Usersaccessadmin_salespersons.gif]]
 
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=== Figure 1. Sales Persons menu item ===
 
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[[File:Accmenu_sales_persons.gif]]
 
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=== Figure 2. Sales Persons table ===
 
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[[File:Sales_persons_table.gif]]
 
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=== Figure 3. Salesman Profile window ===
 
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[[File:Salesman_profile.gif]]
 
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=== Figure 4. Comission Schedule window ===
 
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[[File:Edit_commission_schedule.gif]]
 
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=== Figure 5. Salesman Account window ===
 
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[[File:Edit_salesman_account.gif]]
 
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=== Figure 6. Salesman Monthly window ===
 
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[[File:Edit_salesman_monthly.gif]]
 
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== History ==
 
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=== m2052 ===
 
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* mantis [http://mantis.jaguarfreight.com/mantis/view.php?id=2052 2052]
 
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==== BA ====
 
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* see [[#Business Requirements]]
 
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==== SA ====
 
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see [[#Preliminary Design]]
 

Revision as of 22:04, 29 June 2010

Interface

  • All Salesman info and controls are available through Sales Persons interface ("Acc -> Sales Persons"). See on Figure 1.
  • Sales Persons table contains list of all Salesman Profiles. This table looks the same like "Jaguar Users" table in Admin. See on Figure 2.
  • Each Salesman Profile shows in "Add/Edit Salesman Profile" window. See on Figure 3. This window contains three tables:
    • Commision Shedule table
      • This table corresponds to the Commission Shedule specification and represents change in Commission Percentage of current Salesman.
      • System keeps history of all set Percentage values of Salesman for each Time frame, but displays only actual of them.
      • Table consists of three columns:
        • Time Frame - time in years has elapsed since Commission Start Date.
        • Commission Percentage - number representing share of a Jaguar profit that is due to the current Salesman.
        • Date Set - date of set percentage value for Time frame for the current Salesman.
      • Current Salesman has same schedule for all of his Salesman Accounts.
    • Salesman Accounts table
      • This table contains list of all Salesman Accounts with appropriate Commission Start/End Dates
      • Table consists of three columns:
        • Client Company (=Salesman Account) - company which agrees to send us orders (CTs).
        • Commission Start Day - first date to calculate commission for specified Client Company.
        • Commission End Day - last date to calculate commission for specified Client Company.
    • Salesman Monthly table
      • This table contains list of set target and calculated actual Salesman Montly values
      • Table consists of four columns:
  • Each table must have control buttons for CRUD-functionality: Add, Edit, Remove.
    • Adding/editing of the relevant information executes in special pop-up windows. See on Figure 4, Figure 5 and Figure 6.
    • Removing of info executes after confirming in standard CT2 Question messageboxes with appropriate messages.
      • in case of inability to remove of the relevant information (f.e. when this info is used for the calculations of commission amount) system displays standard CT2 Error window.
Retrieved from "https://wiki.jaguarfreight.com/Salesman_Profile"
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