Salesman UC

From UG

Revision as of 16:54, 8 July 2010 (edit) Alex (Talk | contribs) ← Older edit		Revision as of 16:58, 8 July 2010 (edit) (undo) Alex (Talk | contribs) (→Business Workflows and Events) Newer edit →
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	* Client added by mistake		* Client added by mistake
	* No targets set		* 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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Revision as of 16:58, 8 July 2010

Contents 1 Business Workflows and Events 2 Normal Workflows 2.1 New Salesman Hired 2.2 Set Monthly target for Salesman (first time) 2.3 Salesman gets his first account

Business Workflows and Events

Normal Workflows:

• 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

Some Exceptional Workflows:

• Salesman hired with accounts
• Client added by mistake
• No targets set

Normal Workflows

Each workflow below corresponds to significant "business events" related to Salesman life cycle.

All operations are done under Acc > Salesman Panel

New Salesman Hired

1) Identify Jaguar User as a Salesman

• Check Sales Person check box on Jag User Profile
• (we assume new Jag User has been created)

2) Set Commission Schedule

• Goto Acc > Salesman
• Select Salesman, click Edit
• Goto "Commission Schedule" section
• edit commission percentage

Set Monthly target for Salesman (first time)

• Goto Acc > Salesman
• Select Salesman, click Edit
• Goto "Monthly Targets" section
• Add targets for next 6 months

Salesman gets his first account

• Goto Acc > Salesman
• Select Salesman, click Edit
• Goto "Accounts" section
• Add Account
  • set client company
  • set start date