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Siebel Consumer Sector Guide > Retail Execution > End-User Procedures >

Scheduling Retail Visits

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There are several ways of scheduling retail visits in Siebel Consumer Sector applications. Each of these ways makes use of a different module. The first two modules are discussed in other chapters of this guide.

If a retail sales representative is using the Objectives module, see Scheduling Store Visits.
If a retail sales representative is using the Routes module, see Using a Route to Schedule Visits.

If retail sales representatives are not using the Objectives or Routes module, they should perform the following procedure.

To schedule a retail visit

Navigate to the Accounts screen.
In the Account list, select an account.
Click the Outlet Visits view tab.
In the Outlet Visits list, add a new record.

A new visit record is created in the Visits list. A value of 30 minutes is automatically entered in the Actual Duration field.

Complete the necessary fields.

Some of the fields in the Outlet Visits list are described in Table 44.

Table 44. Some Fields in the Outlet Visits List

Field	Comments
Actual Duration	The total sum of the durations for each activity scheduled for the visit. This field is filled in after the Completed field is filled in. LOV Type: APPOINTMENT_DURATION
Completed	The date and time the visit was completed.
Start Time	The date and time the visit was started.
Status	The status of the visit (for example, In Progress). LOV Type: EVENT_STATUS

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