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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.