Description of the Menu Users
From Metis Documentation
(→Deleting an Office) |
(→Sales Groups) |
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== Sales Groups == | == Sales Groups == | ||
| - | The administrator can define the various sales groups to which the users and end-users can belong | + | The administrator can define the various sales groups to which the users and end-users can belong, as shown in the example below. Sales groups are important when calculating regional statistics. Once a sales group has been created, it can then be linked to a user through the [[Description_of_the_Menu_Users#Employees|employees]] sub-menu by editing the user and selecting the corresponding sales group under the section titled '''Main'''. |
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| - | The table displays the name of the various sales groups. The | + | The table displays the name of the various sales groups. The content of the table can be sorted alphabetically. |
{{Note | {{Note | ||
| - | | The sales groups are visible to all versions. | + | | The sales groups are visible to all versions. Special care should be taken when deleting a sales group from the list. |
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| - | Information defined in this menu is then made available in the Employee | + | Information defined in this menu is then made available in the Employee sub-menu in order to link a user user to a sales group. |
{{Tip | {{Tip | ||
| - | | As Sales Groups are common to all versions, it is recommended to create only Sales groups which | + | | As Sales Groups are common to all versions, it is recommended to create only Sales groups which can be used within the whole Metis environment. |
}} | }} | ||
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=== Adding a Sales Group === | === Adding a Sales Group === | ||
| - | + | In the '''Sales Group''' sub-menu, the "Add" button [[File:MetisSmartModelingAddButton.PNG|link=]] located above the main list allows the user/administrator to create a new Sales Group . When it is clicked, the '''Sales Group''' creation window opens, it allows to define all related information. | |
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| - | + | {{Note | |
| + | | Mandatory fields are displayed in '''bold''' or with a red triangle in front of the field. | ||
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| - | + | The administrator has to type in the name of the sales group and validate the window to save the entry. This field is limited to 30 characters. | |
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| - | [ | + | Once all related mandatory and optional information have been set, the new Sales Group can be saved by validating the '''Sales Group''' window using the [[File:MetisSmartModelingOKButton.PNG|link=]] button at the bottom of the window. |
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=== Editing a Sales Group === | === Editing a Sales Group === | ||
| - | + | In the '''Sales Group''' sub-menu, the "Edit" button [[File:MetisSmartModelingEditButton.PNG|link=]] located above the main list allows the user/administrator to apply modifications to all properties related to the selected Sales Group. Selecting a Sales Group and clicking on it opens the '''Sales Group''' edition window where all related properties and information can be edited. | |
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| - | + | For detailed descriptions of all information available in this window please refer to the section dedicated to the creation of a new Sales Group . Modifications applied to the selected Sales Group will only be saved once the Sales Group edition window is validated using the [[File:MetisSmartModelingOKButton.PNG|link=]] button at the bottom of the window. This will update the table/list displayed on the main screen. Using the "Cancel" [[File:MetisSmartModelingCancelButton.PNG|link=]] button discards all changes and closes the window. | |
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| + | === Deleting a Sales Group === | ||
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| + | In the '''Sales Group''' sub-menu, the "Delete" button [[File:MetisSmartModelingDeleteButton.PNG|link=]] located above the main list allows the user/administrator to delete the selected Sales Group . Selecting one or more Sales Group and clicking on it displays the following confirmation window. | ||
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| + | [[File:MSM_Users_Sales_Groups_Delete.png|center]] | ||
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| + | Once the warning is confirmed, the selected Sales Group is removed from Metis Smart Suite and deleted from the Metis Database. | ||
== User Roles == | == User Roles == | ||