Salesman UC

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Revision as of 16:58, 8 July 2010 (edit) Alex (Talk | contribs) (→Business Workflows and Events) ← Older edit		Current revision as of 20:56, 17 December 2010 (edit) (undo) Alex (Talk | contribs)
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-	[[Category:Salesman]]	+	[[Category:XArc]]
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-	=== Business Workflows and Events ===	+
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-	'''Normal Workflows:'''	+
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-	* New Salesman Hired	+
-	* Set Monthly target for Salesman (first time)	+
-	* Salesman gets his first account	+
-	* Calculate Salesman Commissions	+
-	* Generate Salesman Target Report	+
-	* Update Monthly target for Salesman	+
-	* Add additional accounts	+
-	* Close Accounts	+
-	* Change Commission schedule	+
-	* Delete or Archive Salesman	+
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-	'''Some Exceptional Workflows:'''	+
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-	* Salesman hired with accounts	+
-	* Client added by mistake	+
-	* No targets set	+
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-	=== Normal Workflows ===	+
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-	Each workflow below corresponds to significant "business events" related to Salesman life cycle.	+
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-	All operations are done under Acc > Salesman Panel	+
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-	==== New Salesman Hired ====	+
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-	1) Identify Jaguar User as a Salesman	+
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-	* Check Sales Person check box on Jag User Profile	+
-	* (we assume new Jag User has been created)	+
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-	2) Set Commission Schedule	+
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-	* Goto Acc > Salesman	+
-	* Select Salesman, click Edit	+
-	* Goto "Commission Schedule" section	+
-	* edit commission percentage	+
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-	==== Set Monthly target for Salesman (first time) ====	+
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-	* Goto Acc > Salesman	+
-	* Select Salesman, click Edit	+
-	* Goto "Monthly Targets" section	+
-	* Add targets for next 6 months	+
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-	==== Salesman gets his first account ====	+
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-	* Goto Acc > Salesman	+
-	* Select Salesman, click Edit	+
-	* Goto "Accounts" section	+
-	* Add Account	+
-	** set client company	+
-	** set start date	+

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Current revision as of 20:56, 17 December 2010