Siebel Consumer Goods Handheld Guide > Siebel Handheld Application Administration > Setting Up a Van Inventory for Siebel Consumer Goods Handheld Applications >

Creating an Inventory Location for a Van


Once you have set up your van as an asset and set up a measurement for the van, you are now ready to create an inventory location for the van. This associates a position and an asset with a particular van.

To create an inventory location for a van

  1. Navigate to the Inventory Location Management screen.
  2. In the Inventory Locations list, add a new record and complete the necessary fields.

    Some of the fields are described in the following table.

    Field
    Comment

    Name

    The name of the van (for example, Van #20)

    Type

    Type of inventory location (for example, Trunk)

    Asset

    The asset number of the van. Pick an asset record from the Asset pop-up list.

    Position

    Click the Select button, then chose from the position type in the Pick Position pop-up list.

    Ownership

    Chose ownership type from the drop-down list. For instance, 3rd Party, Customer, or Owned.

    Owner Company

    If the owner is external, click the Select button, then chose the owner company from the Pick External Organization pop-up list.

    Description

    Enter a description in the text box.

    Asset Number

    An automatically-populated field based on the Asset record choice.

    NOTE:  It is recommended that you associate only one position to each van and only one van to each position. For example, the position Van Sales Representative for San Francisco is assigned to Van #20, whose asset number is 12-34567. Each sales representative can be primary to only one position.

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