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Indicating Which Products to Audit

When your van sales representatives visit a customer, you may want them to check the current stock levels of certain items in various locations (for example, soda cans may be displayed in the beverage aisle as well as in a refrigerator near the checkout counter).

You use the Retail Audit field in the Merchandising Location view of the Accounts screen to indicate whether the van sales representative should audit a particular item in a particular location.

To indicate which products to audit

  1. Navigate to the Accounts screen.
  2. In the Accounts list, select an account.
  3. Click the Merchandising Location view tab.
  4. Scroll down to the Products list.
  5. In the Products list, for each product that can be ordered by the selected account, mark the Retail Audit checkbox.

    6. If the Retail Audit column is not displayed, click the list menu button and select Columns Displayed to add the Retail Audit column to the Displayed Columns list.

    Repeat Steps 3-5 for each merchandising location.


 Siebel eConsumer Goods Handheld Guide for Windows-Powered Devices 
 Published: 18 July 2003