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| == Business Requirements == | | == Business Requirements == |
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- | === Terminology and Concepts ===
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- | ==== Salesman ====
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- | '''Salesman''' - jaguar employee who is in search for new companies who need to ship goods. Once such company agrees to send us orders ([[CT]]s) [[Inside Sales]] operators would create new [[Client Company]] in CT2. We call such company a '''Salesman Account'''.
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- | ==== Salesman Account ====
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- | See [[#Salesman]]
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- | ==== Commission ====
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- | See [[Commission]].
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- | ==== Commission Percentage ====
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- | '''Commission Percentage''' is a number. It represents share of a Jaguar profit that is due to the [[#Salesman]] (as it is a part of her compensation). This number changes - see [[#Commission Schedule]].
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- | ==== Commission Start Date ====
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- | ''' Commission Start Date ''' - first date to calculate commission. This is [[Client Company]] specific.
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- | ==== Commission Schedule ====
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- | '''Commission Schedule''' - represents change in [[#Commission Percentage]] based on how much time has elapsed since [[#Commission Start Date]].
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- | ''Example:''
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- | * 1st year commission at 10%
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- | * 2nd year commission at 5%
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- | * 3rd year commission at 3%
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- | * 4th year and on commission 1%
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- | These numbers are [[#Salesman]] specific.
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- | Given [[#Salesman]] has same schedule for all Clients.
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- | ==== Commission Amount ====
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- | '''Commission Amount''' - dollar amount of commission that given [[#Salesman]] receives for specific [[#Client Company]] for specific Time Frame.
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- | ''Example 1''
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- | Assume that:
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- | * for Client Company ABC Corp. salesman John Smith has a Commission Percentage of 10% for Dec 2009 and 5% for Jan 2010
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- | * [[Gross Profit]] for Client Company ABC Corp. for Dec 2009 is 2000 USD
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- | * [[Gross Profit]] for Client Company ABC Corp. for Jan 2010 is 1000 USD
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- | * Commission Start Date of John Smith for Client Company ABC Corp. is Jan 1, 2009
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- | Then Commission Amount for Client Company ABC Corp., salesman John Smith and time frame ''from Dec 1, 2009 to Jan 31, 2010'' is:
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- | 2000 x .10 + 1000 x .05 = 200 + 50 = 250
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- | ==== Salesman Monthly Target ====
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- | '''Salesman Target''' - A dollar figure set by the VP of sales that a salesman is to reach per calendar month. See [[#Salesman Account]]
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- | ==== Salesman Monthly Actual ====
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- | '''Salesman Monthly Actual''' - calculated by adding all profit values for all shipments associated with all of her accounts.
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| === Core Need === | | === Core Need === |
Ability to manage all JFS salesmen; to be able to tag and report on each of the salesman's client accounts.