Salesman MAIN

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[[Category:Salesman]]
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[[Category:XArc]]
== Introduction ==
== Introduction ==
Module is required in CT2 to calculate salesman commissions and other salesman related tasks and reports.
Module is required in CT2 to calculate salesman commissions and other salesman related tasks and reports.
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Read [[Salesman GLOSSARY]] to understand concepts/terminology.
=== Documentation ===
=== Documentation ===
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All wikis for this component are located in [[:Category:Salesman]]
All wikis for this component are located in [[:Category:Salesman]]
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Other wikis:
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* [[Salesman MAIN]] - main wiki
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* [[Commissions Report]] - component
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* Commissions Report
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* [[Salesman DD]] - data dictionary
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* Salesman DD
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* [[Salesman GLOSSARY]] - glossary and concepts
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* Salesman GLOSSARY
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* [[Salesman Profile]] - component
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* Salesman Profile
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* [[Salesman Target Report]] - component
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* Salesman Target Report
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* [[Salesman UC]] - use cases
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* Salesman UC
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== Functionality Overview ==
== Functionality Overview ==
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** set access permissions  
** set access permissions  
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== Salesman Profile ==
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== Functionality ==
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== Commissions Report ==
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== Target Report ==
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=== Salesman Profile ===
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== Misc ==
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See [[Salesman Profile]]
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=== Commissions Report ===
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See [[Commissions Report]]
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=== Target Report ===
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See [[Salesman Target Report]]
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=== Misc ===
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==== Access Restrictions ====
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* 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]].
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===== Figure 0. Users Access Admin window =====
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[[File:Usersaccessadmin_salespersons.gif]]

Current revision as of 21:07, 17 December 2010


Contents

[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

[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

File:Usersaccessadmin_salespersons.gif

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