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Managing Inventory Locations with Siebel Medical Handheld

When tracking consigned inventory for a customer, you need to create an inventory location and associate this inventory location with the account. You can then view and keep track of inventory at this location.

To create and administer inventory locations

1. From the application-level menu, choose Navigate > Site Map > Inventory.
2. In the My Inventory Locations list, create a new record and enter the date for the appropriate fields.

   Some of the fields are described in the following table:

   Field	Description
   Name	Name to uniquely identify Inventory Location.
   Type	Type of inventory location. For example, warehouse or trunk.
   Position	Indicates employee associated with the inventory location.
   Ownership	Indicates type of ownership.
   Owner Company	Identifies the account that owns the inventory location.
   Contact	Identifies contact information for the inventory location The data is used by sales representatives when scheduling cycle counts for that inventory location on the handheld.
   Requires Approval	Indicates what type of approval (handheld signature capture) is required for movement of inventory. If the field is set to Product, the handheld uses product settings defined in the Product Administration screen to determine whether the movement requires an approval. If the field is set to inventory location, all movement of inventory requires an approval.
   Use Days	Used to calculate Average and Historical Average Usage. For more information, see About Usage Calculations.

To view inventory data for an inventory location

1. From the application-level menu, choose Navigate > Site Map > Inventory.

   Select an inventory location from the My Inventory Location list applet

2. Click the hyperlink in the Name field.

   The Product Inventory view appears for that Inventory Location.