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

Adding or Updating Orders for a Call


To add new or update existing order line item information for a call, complete the following procedure.

To add or update an order 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. Review the existing order information for the call by tapping Orders in the work area.
  4. Update any existing order line item by tapping the line item's field, update accordingly, and then tap Save when finished.

    You can filter the order line items list as follows:

    • Tap Product, then choose one of the following options to filter the list: Qty, List Price, Disc percent (%), or Product.
    • Tap the Search bar, enter a search string, and then tap Go.
  5. Add a new order line item as follows:
    1. Tap the plus (+) icon in the Line Item list.
    2. Enter the information for the new line item on the page that opens.
    3. Tap Save when finished.
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