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Siebel eConsumer Goods Handheld Guide for Windows-Powered Devices > Using eConsumer Goods Handheld > Other Activities >

Exchanging Products Between Sales Representatives

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

To give product to another sales representative

Navigate to the Outlet Visits screen.
Tap the New Record button on the toolbar to add a new visit.
Select Visit Activities from the Show drop-down list.
In the Type drop-down list, select Stock Transfer.
Complete the fields in the new activity.
Tap the Stock Transfer hyperlink in the Type field.

This takes you to the Product Movement view.

Create a new record by selecting the Product list and tapping the New Record button on the toolbar.
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.
Tap Commit to update the inventory.

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