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Adding or Updating Merchandising Audit Information for a Call

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

To add or update merchandising 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 merchandising audit record for the call as follows:
   1. Tap Merchandising Audits in the work area, and then tap the record that you want to update.

      You can filter the merchandising audit records list as follows:

      • Tap Name, then choose one of the following options to filter the list: Type, Asset Name, Asset Number, or Name.
      • Tap the Search bar, enter a search string, and then tap Go.
   2. Tap Edit, and update the merchandising audit record as required.
   3. Tap Save when finished.
4. Create a new merchandising audit record for the call as follows:
   1. Tap Merchandising Audits in the work area, then the plus (+) icon.
   2. Enter the information for the new merchandising audit record on the page that opens.
   3. Tap Save when finished.