Salesman Profile

From UG

Revision as of 15:57, 18 May 2010

General Info

• mantis: http://mantis.jaguarfreight.com/mantis/view.php?id=2051
• Related Terminology and Concepts - read Salesman

Business Requirements

Core Need

Ability to manage all JFS salesmen.

Requirements

CRUD

Need CRUD interface to Salesman object.

Access Restrictions

• These Salesman Commission Schedules and Salesman should be hidden to most users and limited to management users only

Preliminary Design

• So far as Salesman [[1]] is Jaguar employee, could be assumed that Salesman info should be controlled from Admin interface in "Add/Edit Jaguar User" window ("Admin -> Users and Offices -> Jaguar Users").
• Salesman sign is checked "Sales Person" checkbox in section "Part B. Other".
• For control of Salesman properties suggested to change standard Jaguar User window ( Figure 1) onto new edition of Jaguar User window as showed on Figure 2.
• New edition of Jaguar User window should be contain new section "Part C. Commissions". This section contains two tables:
  • Commision Shedule table
    • This table corresponds to the Commission Shedule specification [[2]] and represents change in Commission Percentage [[3]] of current Salesman.
    • Table consists of two columns:
      • Time - time in years has elapsed since Commission Start Date [[4]]
      • Commission Percentage - number representing share of a Jaguar profit that is due to the current Salesman
    • Current Salesman has same schedule for all of his Salesman Accounts [[5]].
  • Salesman Accounts table
    • This table contains list of all Salesman Accounts with appropriate Commission Start Dates
    • Table consists of two 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.
• Each table must have control buttons for CRUD-functionality: Add, Edit, Delete.

Final Detailed Design

Figures

Figure 1. Jaguar User window (initial)

Figure 2. Jaguar User window (commission)

History

m2052

• mantis 2052

BA

• see #Business Requirements

SA

see #Preliminary Design