Siebel Consumer Goods Guide > Retail Execution >

Reviewing Account Information (End User)

During the visit, the retail sales representative may want to review and discuss the account's performance indicated by retail and merchandising audits, products listed for the account, and the promotions assigned to the account.

This task is a step in Process of Performing Retail Execution.

To review account audit information

1. Navigate to the Visit Execution screen, locate your visit in the visit form, and then click the Account Audits view tab.
2. Toggle between the Retail Audit list and the Merchandising Audit list by using the Account Audits drop-down list.

   The Retail Audit list provides a list of retail audit products for the current account from the last 65 days. The Merchandising Audit list provides the merchandising audit locations for the current account from the last 95 days.

To review account products

1. Navigate to the Visit Execution screen, and locate your visit in the visit form.
2. Click the Account Products view tab.

To review account promotions

1. Navigate to the Visit Execution screen, and locate your visit in the visit form.
2. Click the Account Promotions view tab.