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Siebel eConsumer Goods Handheld Guide for Windows-Powered Devices > Using eConsumer Goods Handheld > Business Scenario >

Conducting a Retail Audit

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Sales representatives perform retail audits, also known as stock checks. The list of products assigned to the audit is created when you tap Prepare Visit on the My Outlet Visits view.

To perform a retail audit

In the Visit Activities view of the Outlet Visits screen, select the Retail Audit activity and tap Start Activity.

The Retail Audit view appears.

To add products to the audit list, tap List Products or select the list and tap the New Record button on the toolbar.
To delete a product from the audit list, select it in the list and choose Edit > Delete Record.

NOTE:  The List Products button at the top of the list applet automatically creates a list of products authorized for auditing. The products displayed come from the Account > Merchandising Locations view and are filtered based on the audit flag.

Record the count for each product in the Display Count, Shelf Stock, and Back Stock fields, as well as any other applicable details.
When you have completed the count, return to the Visit Activities view by tapping the Back button.
Select the Retail Audit activity, and tap End Activity.

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