Description of the Menu Users
From Metis Documentation
(Offices Section Added) |
(Sales Groups Section Added) |
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== Sales Groups == | == Sales Groups == | ||
| - | + | The administrator can define the various sales groups to which the users can belong to, as shown in the following example: | |
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| + | [Screenshot of the Users / Offices screen] | ||
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| + | The table displays the name of the various sales groups. The contents can be sorted by alphabetic order. | ||
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| + | The sales groups are visible to all versions. | ||
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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 sales group field] | ||
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| + | *** check if the Sales Groups are visible to all versions as mentionned in QS doc ??? *** | ||
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| + | === Adding a Sales Group === | ||
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| + | To add a sales group, the administrator has to click on the ''Add'' button. The following window is displayed: | ||
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| + | [Screenshot of the sales group pop up window] | ||
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| + | The administrator has to type in the name of the sales group and click on the ''OK'' icon to save the entry. This field is limited to 30 characters. | ||
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| + | === Deleting a Sales Group === | ||
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| + | The administrator can delete a sales group 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 sale group, click on the ''Yes'' button. | ||
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| + | *** in QS, not possible for USA to add / edit / delete a SG. Only SEN HQ can. USA sees the SG defined by SEN HQ. To check how it will be in Metis. *** | ||
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| + | === Editing a Sales Group === | ||
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| + | Selecting a sales group and clicking on the ''Edit'' button displays the sales group designation window, as shown in the following example: | ||
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| + | [Screenshot of the office properties] | ||
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| + | The administrator can modify the designation of the sales group. | ||