Salesman MAIN

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(Access Restrictions)
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=== Misc ===
=== Misc ===
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=== Access Restrictions ===
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==== 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]].
* 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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===== Figure 0. Users Access Admin window =====
[[File:Usersaccessadmin_salespersons.gif]]
[[File:Usersaccessadmin_salespersons.gif]]

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

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

See Commissions Report

Target Report

See Salesman 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

File:Usersaccessadmin_salespersons.gif

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