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Preparing for a Visit in Siebel Consumer Goods Handheld

Before you start your visits for the day, the assigned visits must be reviewed and the necessary records for the first visit created.

To review visits

  1. Navigate to the Outlet Visits screen.
  2. Choose My Outlet Visits from the Show drop-down list.

    A list of the visits scheduled for the day appears.

    NOTE:  What is displayed depends on which filters were used during synchronization. For more information about filters, see Data Filtering.

  3. Select the first outlet you will visit and tap Prepare Visit.

    This creates any records required for a Retail Order activity, if one is assigned to the visit. For a Retail Order activity, the application creates the order header and all line items that have been marked as orderable. For more information, see Application Administration.

Siebel Consumer Goods Handheld Guide