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Siebel eConsumer Goods Handheld Guide for Windows-Powered Devices > Using eConsumer Goods Handheld > Business Scenario >
Preparing for a Visit
Before you start your visits for the day, the assigned visits must be reviewed and the necessary records for the first visit created.
To review visits
- Navigate to the Outlet Visits screen.
- Choose My Outlet Visits from the Show drop-down list.
A list of the visits scheduled for the day appears.
NOTE: What is displayed depends on which filters were used during synchronization. For more information about filters, see Data Filtering.
- Select the first outlet you will visit and tap Prepare Visit.
This creates any records required for a Retail Order activity, if one is assigned to the visit. For a Retail Order activity, the application creates the order header and all line items that have been marked as orderable. For more information, see Application Administration.
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Siebel eConsumer Goods Handheld Guide for Windows-Powered Devices Published: 18 July 2003 |