Salesman Profile

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== Preliminary Design ==
== Preliminary Design ==
 +
=== 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]].
 +
 +
=== Interface ===
* 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]].
* 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]].
* Sales Persons table contains list of all Salesman Profiles. This table looks the same like "Jaguar Users" table in Admin. See on [[#Figure 2. Sales Persons table | Figure 2]].
* Sales Persons table contains list of all Salesman Profiles. This table looks the same like "Jaguar Users" table in Admin. See on [[#Figure 2. Sales Persons table | Figure 2]].
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** '''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.
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*** Table consists of two columns:
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*** System keeps history of all set Percentage values of Salesman for each Time frame, but displays only actual of them.
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**** Time - time in years has elapsed since Commission Start Date [[http://mantis.jaguarfreight.com/wiki/Salesman#Commission_Start_Date]]
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*** Table consists of three columns:
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**** Commission Percentage - number representing share of a Jaguar profit that is due to the current Salesman
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**** Time Frame - time in years has elapsed since Commission Start Date [[http://mantis.jaguarfreight.com/wiki/Salesman#Commission_Start_Date]].
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**** Commission Percentage - number representing share of a Jaguar profit that is due to the current Salesman.
 +
**** Date Set - date of set percentage value for Time frame for the current Salesman.
*** Current Salesman has same schedule for all of his Salesman Accounts [[http://mantis.jaguarfreight.com/wiki/Salesman#Salesman_Account]].  
*** Current Salesman has same schedule for all of his Salesman Accounts [[http://mantis.jaguarfreight.com/wiki/Salesman#Salesman_Account]].  
** '''Salesman Accounts table'''
** '''Salesman Accounts table'''
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*** This table contains list of all Salesman Accounts with appropriate Commission Start Dates
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*** This table contains list of all Salesman Accounts with appropriate Commission Start/End Dates
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*** Table consists of two columns:
+
*** This table contains list of all Salesman Accounts with appropriate Commission Start/End Dates
**** 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.  
 +
**** Commission End Day - last date to calculate commission for specified Client Company.
** '''Salesman Monthly table'''
** '''Salesman Monthly table'''
*** This table contains list of set '''target''' and calculated '''actual''' Salesman Montly values
*** This table contains list of set '''target''' and calculated '''actual''' Salesman Montly values
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== Figures ==
== Figures ==
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=== Figure 0. Users Access Admin window ===
 +
[[File:Usersaccessadmin_salespersons.gif]]
=== Figure 1. Sales Persons menu item ===
=== Figure 1. Sales Persons menu item ===
[[File:Accmenu_sales_persons.gif]]
[[File:Accmenu_sales_persons.gif]]
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=== Figure 3. Salesman Profile window ===
=== Figure 3. Salesman Profile window ===
[[File:Salesman_profile.gif]]
[[File:Salesman_profile.gif]]
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=== Figure 3a. Salesman Profile window (ZK version) ===
 
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[[File:Salesman_profile_zk_version.gif]]
 
== History ==
== History ==

Revision as of 11:33, 20 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

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.

Interface

  • 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. This table looks the same like "Jaguar Users" table in Admin. 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.
      • System keeps history of all set Percentage values of Salesman for each Time frame, but displays only actual of them.
      • Table consists of three columns:
        • Time Frame - 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.
        • Date Set - date of set percentage value for Time frame for 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/End Dates
      • This table contains list of all Salesman Accounts with appropriate Commission Start/End Dates
        • 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 End Day - last date to calculate commission for specified Client Company.
    • Salesman Monthly table
      • This table contains list of set target and calculated actual Salesman Montly values
      • Table consists of four columns:
        • Year of Salesman Monthly.
        • Month of Salesman Monthly.
        • Salesman Monthly Target [[6]] value.
        • Salesman Monthly Actual [[7]] value.
  • Each table must have control buttons for CRUD-functionality: Add, Edit, Remove.

Final Detailed Design

Figures

Figure 0. Users Access Admin window

File:Usersaccessadmin_salespersons.gif

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"
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