Salesman Profile

From UG

Interface

• All Salesman 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 in "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 and represents change in Commission Percentage 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.
      • 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.
  • Salesman Accounts table
    • This table contains list of all Salesman Accounts with appropriate Commission Start/End Dates
    • Table consists of three columns:
      • 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 value.
      • Salesman Monthly Actual value.
• Each table must have control buttons for CRUD-functionality: Add, Edit, Remove.
  • Adding/editing of the relevant information executes in special pop-up windows. See on Figure 4, Figure 5 and Figure 6.
  • Removing of info executes after confirming in standard CT2 Question messageboxes with appropriate messages.
    • in case of inability to remove of the relevant information (f.e. when this info is used for the calculations of commission amount) system displays standard CT2 Error window.