Salesman MAIN
From UG
(Difference between revisions)
(→Access Restrictions) |
|||
Line 50: | Line 50: | ||
=== Misc === | === Misc === | ||
- | === 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]]. | ||
- | ==== Figure 0. Users Access Admin window ==== | + | ===== Figure 0. Users Access Admin window ===== |
[[File:Usersaccessadmin_salespersons.gif]] | [[File:Usersaccessadmin_salespersons.gif]] |
Revision as of 19:11, 8 July 2010
Contents |
Introduction
Module is required in CT2 to calculate salesman commissions and other salesman related tasks and reports.
Read Salesman GLOSSARY to understand concepts/terminology.
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
Functionality
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.