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Siebel Consumer Goods Van Sales Representative Usage Scenario

This scenario provides an example of a workflow process performed by a van sales representative using Siebel Consumer Goods Handheld. Your company might follow a different process flow according to its business requirements.

Van sales representatives are responsible for performing retail audits, capturing orders, invoicing, and collecting payments. In addition to these primary sales responsibilities, they can also collect payment for outstanding billings, collect items that are being returned, exchange products with other delivery representatives, and deposit on-hand payments at the local bank.

As a van sales representative, you begin your day at the depot by synchronizing your handheld device. You connect to the Siebel Server by docking the handheld device into its cradle and synchronize the Siebel handheld application with the Siebel database, retrieving updated details for the day, including visits, activities, and inventory information.

When synchronization is complete, you can begin to perform (for example) the following tasks:

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