Siebel Consumer Goods Guide > Retail Execution > Performing Retail Activities (End User) >

Exchanging Products Between Sales Representatives

If insufficient quantities are loaded on the van in the morning, additional stock can be loaded on the van by undertaking a stock transfer. To exchange products between two sales representatives, each representative must complete the following procedure.

To exchange products with another sales representative

  1. Navigate to the Visit Execution screen, and locate your visit in the visit form.
  2. In the Activities list, create a new record with an activity type of Stock Transfer.
  3. In the Activity Type field, drill down on the Stock Transfer hyperlink you just created.
  4. From the Activities list, in the Activity Type field, drill down on the Stock Transfer hyperlink.

    The Part Tracker view in the Activities screen appears.

  5. Create a new record in the Part Tracker view.
  6. Set the values for the Source and Destination fields, as follows:
    • If you are taking product from your van, select Trunk from the Source field and Customer from the Destination field.
    • If you are adding inventory to your van, select Customer from the Source field and Trunk from the Destination field.
  7. Click Commit to update the inventory.
Siebel Consumer Goods Guide