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Siebel Consumer Goods Guide > Retail Execution >
Creating Retail Activities (End User)
If you want to perform additional available retail activities or new activities that had not been previously planned, you can add them during the visit. This task is a step in Process of Performing Retail Execution. To add an available retail activity
- Navigate to the Visit Execution screen, and locate your visit in the visit form.
- From the visit form, locate the account record to which you want to add an available activity.
- Click the Update button to add available activities to this visit.
- In the Account Activities list, select the activity record you want to add.
To create a new retail activity
- Navigate to the Visit Execution screen, and locate your visit in the visit form.
- In the Activities list, click New.
- Complete the necessary fields.
Some fields are described in the following table.
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Alarm |
Select this check box to enable an alarm for this activity. |
Assessment Template |
The name of the assessment template assigned to the activity. If the activity requires an assessment, the relevant assessment template can be associated with the activity. For more information on assessment templates, see the Applications Administration Guide. |
Assigned To |
To delegate the activity to someone else, select the appropriate employee. |
Last Name |
The last name of the contact person for the activity. |
New |
This field is automatically selected when a visit is first created. Later, you can clear this field to indicate the visit is no longer new. |
Products |
Displays products associated with the activity. |
Required |
Select this check box to designate an activity that must be completed or rescheduled before ending a visit. |
Started |
This field is automatically filled with the time at which the activity was created. Change this setting if necessary. |
Status |
The status of the activity. For example, In Progress. |
Suppress Calendar |
If selected, the activity does not appear in the Calendar views. |
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