Siebel Consumer Goods Guide > Retail Execution >

Planning Retail Visits (End User)

After preparing for a retail visit by reviewing prior visit activities and account objectives, you are ready to plan the visit.

You can plan retail visits in two ways. Each way uses of a different module:

• If your organization uses the Routes module, see Using Routes to Schedule Visits (End User).
• If your organization uses the Retail Execution module, perform the procedure described in this topic.

Planning retail visits involves the following tasks:

• Selecting an account to visit.
• Selecting activities for the visit.

  NOTE:  If you want to create new recommended activities, use the Objectives module. For more information about creating activities, see Creating Recommended Activities for Objectives.

• Scheduling the visit.
• Checking for activities that users created since a visit was planned.

The following procedure incorporates these tasks and describes the steps to plan a retail visit.

This task is a step in Roadmap for Performing Retail Execution.

To plan a retail visit

1. Navigate to the Visit Planning screen.
2. In the Available Accounts list, select the account for which you want to schedule a visit.
3. In the Available Activities list, select the activities that you want to apply to the visit, and click Schedule.

   If the activity that you want to add is associated with the account, but not on the list, you must select the Assign To All field for the activity in the account to make the activity available on the list. (Navigate to the Accounts screen, then the Accounts List view, drill down on the Name field hyperlink for the account, and select the Assign To All field in the Activities view.)

4. In the Schedule Visit dialog box, complete the necessary fields, and click OK.

   The new visit appears in the Scheduled Visits list, and all the activities that are applied to that visit appear in the Scheduled Activities list.

5. (Optional) If time elapsed since the original scheduling of the visit and if users created additional activities, retrieve the new activities by performing the following steps:
   1. In the Scheduled Visits list, click Update.
   2. In the Available Activities list, select and apply the new activities to your previously scheduled visit.

      NOTE:  Alternatively, you can click Update in the Visit Execution screen to apply all outstanding activities to a single visit.