Siebel Mobile Guide: Connected > Using the Siebel Mobile Application for Siebel Consumer Goods > Managing Calls for Siebel Consumer Goods >

Adding or Updating Retail Audit Information for a Call

Complete the following procedure to add or update retail audit information for a call.

To add or update retail audit information for a call

1. Tap Calls on the application banner to display the Calls list.
2. Tap a record in the Calls list.

   All details for the selected call are displayed in the work area.

3. Update an existing retail audit record for the call as follows:
   1. Tap Retail Audits in the work area, and then tap the record that you want to update.

      You can filter the retail audit records list as follows:

      • Tap Product, then choose one of the following options to filter the list: Account Code, OOS, Facing number (#), or Product.
      • Tap the Search bar, enter a search string, and then tap Go.
   2. Tap Edit, update the record as required, and then tap Save when finished.
4. Create a new retail audit record for the call as follows:
   1. Tap Retail Audits in the work area, then the plus (+) icon.
   2. Enter the information for the new retail audit record on the page that opens.

      For example, complete the following fields:

      • OOS. Indicate whether the product is out-of-stock.
      • Shelf Stock. Enter the quantity of the product on the shelf.
      • Back Stock. Enter the quantity of the product in the back room.
   3. Tap Save when finished.