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Performing Stock Transfers with Siebel Consumer Goods Handheld

If products are exchanged between two sales representatives, each representative has to complete a set of procedures.

To give product to another sales representative

  1. Navigate to the Outlet Visits screen.
  2. Tap the New Record button on the toolbar to add a new visit, choosing an Account record from Account drop-down list.
  3. Select Visit Activities from the Show drop-down list, then create a new record in the Activities list by tapping the New Record button.
  4. In the Type drop-down list, select Stock Transfer, then complete the remaining fields.
  5. Tap the Stock Transfer hyperlink in the Type field.

    The Product Movement view appears.

  6. Create a new record by selecting the Product list and tapping the New Record button.
  7. Choose the desired product from the Product drop-down list.
  8. Set the values for the Source and Destination fields:
    • If you are taking product from your van, select Trunk from the Source field, and Customer from the Destination field.
    • If you are adding inventory to your van, select Customer from the Source field, and Trunk from the Destination field.
  9. Tap Commit to update the inventory.
Siebel Consumer Goods Handheld Guide