Salesman Profile

From UG

(Difference between revisions)
Jump to: navigation, search
(→Access Restrictions)
Line 22: Line 22:
== Preliminary Design ==
== Preliminary Design ==
-
* So far as Salesman [[http://mantis.jaguarfreight.com/wiki/Salesman#Salesman]] 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").
+
* All Salesman [[http://mantis.jaguarfreight.com/wiki/Salesman#Salesman]] info and controls are available through Sales Persons interface ("Acc -> Sales Persons"). See on [[#Figure 1. Sales Persons menu item | Figure 1]].
-
* Salesman sign is checked "Sales Person" checkbox in section "Part B. Other".
+
* Sales Persons table contains list of all Salesman Profiles. See on [[#Figure 2. Sales Persons table | Figure 2]].
-
* For control of Salesman properties suggested to change standard Jaguar User window ([[#Figure 1. Jaguar User window (initial) | Figure 1]]) onto new edition of Jaguar User window as showed on [[#Figure 2. Jaguar User window (commission) | Figure 2]].
+
* Each Salesman Profile shows on "Add/Edit Salesman Profile" window.  See on [[#Figure 3. Salesman Profile window | Figure 3]]. This window contains three tables:  
-
* New edition of Jaguar User window should be contain new section "Part C. Commissions". This section contains two tables:  
+
** '''Commision Shedule table'''
** '''Commision Shedule table'''
*** This table corresponds to the Commission Shedule specification [[http://mantis.jaguarfreight.com/wiki/Salesman#Commission_Schedule]] and represents change in Commission Percentage [[http://mantis.jaguarfreight.com/wiki/Salesman#Commission_Percentage]] of current Salesman.
*** This table corresponds to the Commission Shedule specification [[http://mantis.jaguarfreight.com/wiki/Salesman#Commission_Schedule]] and represents change in Commission Percentage [[http://mantis.jaguarfreight.com/wiki/Salesman#Commission_Percentage]] of current Salesman.
Line 37: Line 36:
**** Client Company (=Salesman Account) - company which agrees to send us orders (CTs).
**** 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 Start Day - first date to calculate commission for specified Client Company.  
-
* Each table must have control buttons for CRUD-functionality: Add, Edit, Delete.
+
** '''Salesman Monthly table'''
 +
*** This table contains list of all Salesman Accounts with appropriate Commission Start Dates
 +
*** Table consists of four columns:
 +
**** Year of Salesman Monthly.
 +
**** Month of Salesman Monthly.
 +
**** Salesman Monthly Target value.
 +
**** Salesman Monthly Actual value.
 +
* Each table must have control buttons for CRUD-functionality: Add, Edit, Remove.
Line 44: Line 50:
== Figures ==
== Figures ==
-
=== Figure 1. Jaguar User window (initial) ===
+
=== Figure 1. Sales Persons menu item ===
-
[[File:jaguaruser_window_initial.gif]]
+
[[File:Accmenu_sales_persons.gif]]
-
=== Figure 2. Jaguar User window (commission) ===
+
=== Figure 2. Sales Persons table ===
-
[[File:jaguaruser_window_commission.gif]]
+
[[File:Sales_persons_table.gif]]
 +
=== Figure 3. Salesman Profile window ===
 +
[[File:Salesman_profile.gif]]
== History ==
== History ==

Revision as of 00:48, 19 May 2010


Contents

General Info

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 Accounts should not be visible to most users
  • They should be limited to management users only

Preliminary Design

  • All Salesman [[1]] 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. See on Figure 2.
  • Each Salesman Profile shows on "Add/Edit Salesman Profile" window. See on Figure 3. This window contains three 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.
    • Salesman Monthly table
      • This table contains list of all Salesman Accounts with appropriate Commission Start Dates
      • Table consists of four columns:
        • Year of Salesman Monthly.
        • Month of Salesman Monthly.
        • Salesman Monthly Target value.
        • Salesman Monthly Actual value.
  • Each table must have control buttons for CRUD-functionality: Add, Edit, Remove.


Final Detailed Design

Figures

Figure 1. Sales Persons menu item

File:Accmenu_sales_persons.gif

Figure 2. Sales Persons table

File:Sales_persons_table.gif

Figure 3. Salesman Profile window

File:Salesman_profile.gif

History

m2052

BA

SA

see #Preliminary Design

Retrieved from "https://wiki.jaguarfreight.com/Salesman_Profile"
Personal tools