Salesman MAIN
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=== Access Restrictions === | === 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]]. | * 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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| + | ==== Figure 0. Users Access Admin window ==== | ||
| + | [[File:Usersaccessadmin_salespersons.gif]] | ||
Revision as of 18:49, 8 July 2010
Contents |
Introduction
Module is required in CT2 to calculate salesman commissions and other salesman related tasks and reports.
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
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
Salesman Profile
See Salesman Profile
Commissions Report
Target Report
Misc
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.
Figure 0. Users Access Admin window
