Salesman Profile

From UG

Contents 1 General Info 2 Business Requirements 2.1 Core Need 2.2 Requirements 2.2.1 CRUD 2.2.2 Access Restrictions 3 Preliminary Design 4 Final Detailed Design 5 Figures 5.1 Figure 1. Sales Persons menu item 5.2 Figure 2. Sales Persons table 5.3 Figure 3. Salesman Profile window 5.4 Figure 3a. Salesman Profile window (ZK version) 6 History 6.1 m2052 6.1.1 BA 6.1.2 SA

General Info

• mantis: http://mantis.jaguarfreight.com/mantis/view.php?id=2051
• Related Terminology and Concepts - read Salesman

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

• 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.
    • Table consists of two columns:
      • Time - 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
    • 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 Dates
    • Table consists of two 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.
  • 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 1. Sales Persons menu item

Figure 2. Sales Persons table

Figure 3. Salesman Profile window

Figure 3a. Salesman Profile window (ZK version)

History

m2052

• mantis 2052

BA

• see #Business Requirements

SA

see #Preliminary Design