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Moving Inventory with Siebel Medical Handheld

You can move products that are expired or short-dated from any source location to any destination location. You can decide to move products while performing a count (for example, an expired product) or after a count (for example, a short-dated product that you believe would have a higher probability of being used in another inventory location). You may also decide to move inventory to another sales representative's trunk (for example, swap inventory).

Scenario for Performing Part Movements

This topic gives one example of how you can use Siebel Medical Handheld for performing part movements. You might use Siebel Medical Handheld differently, depending on your business model.

A medical devices sales representative is in the middle of a cycle count. While scanning a product, they are notified by a beep and dialog box that the product just scanned is expired. The sales representative taps OK in the dialog box, and sets aside the product as something they will need to take out of that inventory location. To record this, the sales representative taps Move while still in the Barcode Scan pop-up view. This brings them to the Part Move view which lists the product and asset they are moving. Most fields in this view will be prepopulated, so the sales representative inspects those fields, then taps Accept. A dialog box appears notifying the sales representative that the move will not be committed until they complete their count. They tap OK, then they tap the back button to get back to the Scan Barcodes view. They tap Stop to disable scanning and tap Count Complete to complete their cycle count. This move requires an approval so they are navigated directly to the Move Approvals view. Additionally, there were a couple of products that were short dated, and the sales representative would like to discuss them with their contact. After discussing, the sales representative and the contact agree that these short dated products are better off being moved so the sales representative navigates to the Inventory Assets view, selects the asset they wants to move, and taps the Move button. This again brings them to the Part Move form, they inspect the data, is confident it is accurate, and taps Accept.

Because this inventory location is set up to require approval when products are being moved out of the location, the sales representative needs to capture a signature for this move. After tapping accept, they are navigated directly to Inventory Move Approvals view, where the signature can be captured.

You can initiate a move from a number of views in you Handheld application. You can decide to move an expired product as part of the cycle count process. Or you can decide to move product as a stand-alone process.

You can perform the following tasks with inventory:

• Moving Inventory while Performing the Count
• Moving Assets while Analyzing Inventory
• Moving Products as a Stand-Alone Process
• Capturing Signatures for Approval-Required Moves