Salesman Profile

From UG

Contents 1 General Info 2 Salesman Functionality Overview 3 Design 3.1 Access Restrictions 3.2 Interface 4 Detailed Design 4.1 Business Workflows and Events 5 Figures 5.1 Figure 2. Sales Persons table 5.2 Figure 3. Salesman Profile window 6 History 6.1 m2052 6.1.1 BA 6.1.2 SA

General Info

• mantis: http://mantis.jaguarfreight.com/mantis/view.php?id=2056

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
  • These Salesman Commission Schedules and Salesman Accounts should not be visible to most users
  • They should be limited to management users only

Design

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.

Interface

• All Salesman info and controls are available through Sales Persons interface ("Acc -> Sales Persons").
• 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 or ZUL-prototype. 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 Salesman Montly values.
    • Table consists of two columns:
      • "Year-Month" pair of Salesman Monthly.
      • Salesman Monthly Target value.

Detailed Design

Business Workflows and Events

Normal Workflows:

• New Salesman Hired
• Set Monthly target for Salesman (first time)
• Salesman gets his first account
• Calculate Salesman Commissions
• Generate Salesman Target Report
• Update Monthly target for Salesman
• Add additional accounts
• Close Accounts
• Change Commission schedule
• Delete or Archive Salesman

Some Exceptional Workflows:

• Salesman hired with accounts
• Client added by mistake
• No targets set

Figures

Figure 2. Sales Persons table

Figure 3. Salesman Profile window

History

m2052

• mantis 2052

BA

• see #Business Requirements

SA

see #Design