Description of the Menu Users
From Metis Documentation
(Employees Section Added) |
(Offices Section Added) |
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== Offices == | == Offices == | ||
| - | + | The administrator can define the various offices or sales outlets of his/her version and his/her children versions as shown in the following example: | |
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| + | [Screenshot of the Users / Offices screen] | ||
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| + | The left hand part of the screen allows the administrator to filter the offices per version. | ||
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| + | The version drop-down menu is populated with the current version as well as the children versions. To see the list of offices of a specific version, select a version from a drop-down list then click on the ''Filter'' button. The table on the right shows the list of offices for the desired version. | ||
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| + | The table displays the name of the various offices and sales outlets. The contents can be sorted by alphabetic order. | ||
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| + | Information defined in this menu is then made available in the Employee submenu, as shown in the following example: | ||
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| + | [Screenshot of the Users - Employees - add + focus on the office field] | ||
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| + | === Adding an Office === | ||
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| + | To add an office, the administrator must first pay attention to the Version selected in the filter area. If the administrator has selected a version other than his/her version, the user is created in that specific version. | ||
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| + | A click on the ''Add'' button displays the following window: | ||
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| + | [Screenshot of the office window with empty fields] | ||
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| + | The office data consists of the following properties: | ||
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| + | * Office Name: this is the designation of the office or of the sales outlet. This field is mandatory to save the office. Enter a designation then press on enter to save the entry. This field is limited to XX characters *** 50 characters? *** | ||
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| + | *** Check if this field is mandatory + description of the other fields to be added when they will exist + check if a office created by the parent version can be edited in the child version (as it is the case in QS) ??? *** | ||
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| + | === Deleting an Office === | ||
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| + | The administrator can delete an office by selecting it first, then clicking on the ''Delete'' button. A confirmation window appears as shown in the following example: | ||
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| + | [Screenshot of the confirmation pop-up window] | ||
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| + | To delete the office, click on the ''Yes'' button. | ||
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| + | An office created by an administrator of the parent version can be deleted by an administrator of the child version. | ||
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| + | *** check if it is really possible to delete an office created in another version as in QS *** | ||
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| + | === Editing an Office === | ||
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| + | Selecting an office and clicking on the ''Edit'' button displays the properties of the office that the administrator can modify, as shown in the following example: | ||
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| + | [Screenshot of the office properties] | ||
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| + | The properties of an office includes: | ||
| + | * the office name | ||
| + | * TBD | ||
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| + | *** list the name of the other fields to be added when they will exist ??? *** | ||
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| + | === Preview === | ||
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| + | Selecting an office and clicking on the ''Preview'' button displays the properties of the office, as shown in the following example: | ||
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| + | [Screenshot of the office properties] | ||
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| + | The properties of an office includes: | ||
| + | * the office name | ||
| + | * TBD | ||
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| + | *** list the name of the other fields to be added when they will exist ??? *** | ||
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| + | None of these fields are editable. | ||
== Sales Groups == | == Sales Groups == | ||
Filter, Edition and Creation of a Sales Groups (and where they will appear in QSPM and QSBW afterwards) | Filter, Edition and Creation of a Sales Groups (and where they will appear in QSPM and QSBW afterwards) | ||