Salesman Profile

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	==  Design ==		==  Design ==
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-	=== 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. Users Access Admin window | Figure 0]].
	=== Interface ===		=== Interface ===

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Revision as of 18:48, 8 July 2010

Contents 1 General Info 2 Design 2.1 Interface 3 Figures 3.1 Figure 0. Users Access Admin window 3.2 Figure 1. Sales Persons menu item 3.3 Figure 2. Sales Persons table 3.4 Figure 3. Salesman Profile window 4 History 4.1 m2052 4.1.1 BA 4.1.2 SA

General Info

• mantis: http://mantis.jaguarfreight.com/mantis/view.php?id=2051

Design

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 or ZUL-prototype. 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 Salesman Montly values.
    • Table consists of two columns:
      • "Year-Month" pair of Salesman Monthly.
      • Salesman Monthly Target value.

Figures

Figure 0. Users Access Admin window

Figure 1. Sales Persons menu item

Figure 2. Sales Persons table

Figure 3. Salesman Profile window

History

m2052

• mantis 2052

BA

• see #Business Requirements

SA

see #Preliminary Design