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Siebel eConsumer Goods Handheld Guide for Windows-Powered Devices > Using eConsumer Goods Handheld > Other Activities >
Exchanging Products Between Sales Representatives
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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Siebel eConsumer Goods Handheld Guide for Windows-Powered Devices Published: 18 July 2003 |