Sales Reporting Form 29.08.08
We need a small application for sales reps to report their weekly sales to management through our web portal.
How the application will work:
1. A sales rep will access the application from within our portal (PHP and HMTL pages can be created in portal)
2. Enter the date of the sale, customer name and select product sold from a drop-down list
3. Application will lookup the product price from product table and populate form
4. Application will lookup sales rep commission percentage from existing rep profile and populate form
5. Application will total commissions at bottom of form. Sales rep can print form for records.
6. Sales rep will submit page to master table {master_roster} and send notification to sales rep and email.
7. Admin can access master table {master_roster} and view each record (note: total commission amt should be displayed in table view)
8. Admin and sales rep can generate reports by date and perform search by {name}, { artist_rep}, {customer}, date range, {submission_date}, {product}. Admin can print form and / or tableview for records.
Note: Sales can only can only see their own data by {artist_rep_id}.
The application will work from inside an existing portal that allows PHP and HTML pages to be created. The application will have access to variables like {name} and {user_id}.
1. Create sales submission form and table named: weekly_roster
a. Fields
i. {name}
ii. {artist_rep_id}
iii. {user_id}
iv. {customer}
v. {date}
vi. {commission_period}
vii. {commission_percent}
viii. {email}
ix. {product}
x. {product_price}
xi. {commission }
2. Create Product form and table named: weekly_roster_products
a. Fields
i. {product}
ii. {product_price}
3. Create Master Roster form named: master_roster
a. Fields
i. {name}
ii. {user_id}
iii. {artist_rep_id}
iv. {customer}
v. {date}
vi. {submission_date}
vii. {commission_period}
viii. {commission_percent}
ix. {product}
x. {product_price}
xi. {commission_total}
4. Admin Master Roster table view should look like:
a. {submission_date} {Name} {artist_rep_id} {commission_total}
5. Sales Rep Master View should look like (limited to {artist_rep_id}):
a. {submission_date} {artist_rep_id} {commission_total}
Screenshot of sample form attached
