Salesman MAIN

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Revision as of 16:05, 28 May 2010 (edit) Alex (Talk | contribs) (Created page with 'Category:Salesman') ← Older edit		Current revision as of 21:07, 17 December 2010 (edit) (undo) Alex (Talk | contribs)
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-	[[Category:Salesman]]	+	[[Category:XArc]]
		+
		+	== 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 ===
		+	See [[Commissions Report]]
		+
		+	=== Target Report ===
		+	See [[Salesman 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. Users Access Admin window | Figure 0]].
		+
		+	===== Figure 0. Users Access Admin window =====
		+	[[File:Usersaccessadmin_salespersons.gif]]

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Current revision as of 21:07, 17 December 2010

Contents 1 Introduction 1.1 Documentation 2 Functionality Overview 3 Functionality 3.1 Salesman Profile 3.2 Commissions Report 3.3 Target Report 3.4 Misc 3.4.1 Access Restrictions 3.4.1.1 Figure 0. Users Access Admin window

[edit] Introduction

Module is required in CT2 to calculate salesman commissions and other salesman related tasks and reports.

Read Salesman GLOSSARY to understand concepts/terminology.

[edit] 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

[edit] 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

[edit] Functionality

[edit] Salesman Profile

See Salesman Profile

[edit] Commissions Report

See Commissions Report

[edit] Target Report

See Salesman Target Report

[edit] Misc

[edit] 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.

[edit] Figure 0. Users Access Admin window