Salesman MAIN
From UG
(Difference between revisions)
(→Introduction) |
|||
| Line 37: | Line 37: | ||
** set access permissions | ** set access permissions | ||
| - | == Salesman Profile == | + | == Functionality == |
| + | |||
| + | === Salesman Profile === | ||
See [[Salesman Profile]] | See [[Salesman Profile]] | ||
| - | == Commissions Report == | + | === Commissions Report === |
See [[Commissions Report]] | See [[Commissions Report]] | ||
| - | == Target Report == | + | === Target Report === |
See [[Salesman Target Report]] | See [[Salesman Target Report]] | ||
| - | == Misc == | + | === Misc === |
=== Access Restrictions === | === Access Restrictions === | ||
Revision as of 19:11, 8 July 2010
Contents |
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
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.
Figure 0. Users Access Admin window
