Salesman Profile

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Contents

General Info

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

File:Accmenu_sales_persons.gif

Figure 2. Sales Persons table

File:Sales_persons_table.gif

Figure 3. Salesman Profile window

File:Salesman_profile.gif

Figure 3a. Salesman Profile window (ZK version)

File:Salesman_profile_zk_version.gif

History

m2052

BA

SA

see #Preliminary Design

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