Salesman MAIN

From UG

Contents 1 Introduction 1.1 Documentation 2 Functionality Overview 3 Functionality 3.1 Salesman Profile 3.2 Commissions Report 3.3 Target Report 3.4 Misc 3.4.1 Access Restrictions 3.4.1.1 Figure 0. Users Access Admin window

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

• Salesman MAIN - main wiki
• Commissions Report - component
• Salesman DD - data dictionary
• Salesman GLOSSARY - glossary and concepts
• Salesman Profile - component
• Salesman Target Report - component
• Salesman UC - use cases

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