Managing Accounts for Siebel Consumer Goods

An account is a company or individual with whom your company conducts business. It represents the relationship between your company and that company or individual. You can use the Account Details screen as the primary navigation tool for your customer interactions.

The following procedures related to accounts and account management are included in this topic:

• "Displaying Account Details"

• "Modifying Account Information"

• "Modifying Contact Information for an Account"

• "Modifying Address Information for an Account"

• "Modifying Product Distribution Information for an Account"

• "Modifying Call Information for an Account"

• "Modifying Note Information for an Account"

• "Modifying Order Information for an Account"

• "Modifying Retail Audit Information for an Account"

  
  

  Note : You must complete the relevant setup tasks detailed in Siebel Applications Administration Guide before using the Siebel Mobile application for Siebel Consumer Goods.

  
  

Displaying Account Details

You can display account details by using the Accounts list.

To display account details  

1. Tap the Side Menu icon on the application banner, and then tap Accounts to display the following:

   • The Accounts list and details for the selected account in the right pane or work area.

   • A list in the left pane in which you can select the related items for accounts.

2. Tap an account in the Accounts list.

   All details for the selected account appear below the list in the work area.

3. To view the related items for the selected account, tap the following names in the list in the left pane:

   • Contacts. Shows the contact information for the account. For more information, see "Modifying Contact Information for an Account".

   • Addresses. Shows the address information for the account. For more information, see "Modifying Address Information for an Account".

   • Product Distribution. Shows the product distribution information for the account. For more information, see "Modifying Product Distribution Information for an Account".

   • Calls. Shows the call information for the account. For more information, see "Modifying Call Information for an Account".

   • Notes. Shows the note information for the account. For more information, see "Modifying Note Information for an Account"

   • Orders. Shows the order information for the account. For more information, see "Modifying Order Information for an Account".

   • Retail Audits. Shows the retail audit information for the account. For more information, see "Modifying Retail Audit Information for an Account".

Modifying Account Information

Complete the following procedure to modify account information.

To modify account information  

1. Tap the Side Menu icon on the application banner, and then tap Accounts to display the following:

   • The Accounts list and details for the selected account in the right pane or work area.

   • A list in the left pane in which you can select the related items for accounts.

2. Update an existing account as follows:

   1. Tap an account in the Accounts list.

      All details for the selected account appear below the list in the work area.

   2. Tap the record field that you want to update, and update the field value.

      You might not be allowed to update all fields in the record. You must navigate away from the record or tap Save to save your changes to it.

3. Create a new account as follows:

   1. Tap the plus (+) icon in the work area.

   2. Enter the information for the new account in the fields that appear, and then tap the save icon when finished.

Modifying Contact Information for an Account

Complete the following procedure to modify the contact information for an account.

To modify the contact information for an account  

1. Tap the Side Menu icon on the application banner, and then tap Accounts to display the following:

   • The Accounts list and details for the selected account in the right pane or work area.

   • A list in the left pane in which you can select the related items for accounts.

2. Tap an account in the Accounts list.

   All details for the selected account appear below the list in the work area.

3. Update an existing account contact as follows:

   1. Tap Contacts in the list in the left pane.

      All the contacts associated with the account appear in the work area, and all details for the selected account appear above the list in the work area.

   2. Tap the contact that you want to update.

   3. Tap the record field that you want to update, and update the field value.

      You might not be allowed to update all fields in the record. You must navigate away from the record or tap Save to save your changes to it.

4. Add an existing contact to the account as follows:

   1. Tap Contacts in the list in the left pane, and then tap the plus (+) icon in the work area.

   2. Choose the contact on the list that appears, and then tap OK.

5. Create a new account contact as follows:

   1. Tap Contacts in the list in the left pane, tap the plus (+) icon in the work area, and then tap the plus (+) icon on the list that appears.

   2. Enter the information for the new contact in the fields that appear, and then tap the save icon when finished.

Modifying Address Information for an Account

Complete the following procedure to modify the address information for an account.

To modify the address information for an account  

1. Tap the Side Menu icon on the application banner, and then tap Accounts to display the following:

   • The Accounts list and details for the selected account in the right pane or work area.

   • A list in the left pane in which you can select the related items for accounts.

2. Tap an account in the Accounts list.

   All details for the selected account appear below the list in the work area.

3. Update an existing account address as follows:

   1. Tap Addresses in the list in the left pane.

      All the addresses associated with the account appear in the work area, and all details for the selected account appear above the list in the work area.

   2. Tap the address that you want to update.

   3. Tap the record field that you want to update, and update the field value.

      You might not be allowed to update all fields in the record. You must navigate away from the record or tap Save to save your changes to it.

4. Add an existing address to the account as follows:

   1. Tap Addresses in the list in the left pane, and then tap the plus (+) icon in the work area.

   2. Choose the address on the list that appears, and then tap OK.

5. Create a new account address as follows:

   1. Tap Addresses in the list in the left pane, tap the plus (+) icon in the work area, and then tap the plus (+) icon on the list that appears.

   2. Enter the information for the new address in the fields that appear, and then tap the save icon when finished.

Modifying Product Distribution Information for an Account

Complete the following procedure to modify the product distribution information for an account.

To modify the product distribution information for an account  

1. Tap the Side Menu icon on the application banner, and then tap Accounts to display the following:

   • The Accounts list and details for the selected account in the right pane or work area.

   • A list in the left pane in which you can select the related items for accounts.

2. Tap an account in the Accounts list.

   All details for the selected account appear below the list in the work area.

3. Update an existing product distribution as follows:

   1. Tap Product Distribution in the list in the left pane.

      All the product distributions associated with the account appear in the work area, and all details for the selected account appear above the list in the work area.

   2. Tap the product distribution that you want to update.

   3. Tap the record field that you want to update, and update the field value.

      You might not be allowed to update all fields in the record. You must navigate away from the record or tap Save to save your changes to it.

4. Create a new product distribution as follows:

   1. Tap Product Distribution in the list in the left pane, and then tap the plus (+) icon in the work area.

   2. Enter the information for the new product distribution in the fields that appear, and then tap the save icon when finished.

Modifying Call Information for an Account

Complete the following procedure to modify the call information for an account.

To modify the call information for an account  

1. Tap the Side Menu icon on the application banner, and then tap Accounts to display the following:

   • The Accounts list and details for the selected account in the right pane or work area.

   • A list in the left pane in which you can select the related items for accounts.

2. Tap an account in the Accounts list.

   All details for the selected account appear below the list in the work area.

3. Update an existing account call as follows:

   1. Tap Calls in the list in the left pane.

      All the calls associated with the account appear in the work area, and all details for the selected account appear above the list in the work area.

   2. Tap the call that you want to update.

   3. Tap the record field that you want to update, and update the field value.

      You might not be allowed to update all fields in the record. You must navigate away from the record or tap Save to save your changes to it.

4. Create a new account call as follows:

   1. Tap Calls in the list in the left pane, and then tap the plus (+) icon in the work area.

   2. Enter the information for the new call in the fields that appear, and then tap the save icon when finished.

Modifying Note Information for an Account

Complete the following procedure to modify the note information for an account.

To modify the note information for an account  

1. Tap the Side Menu icon on the application banner, and then tap Accounts to display the following:

   • The Accounts list and details for the selected account in the right pane or work area.

   • A list in the left pane in which you can select the related items for accounts.

2. Tap an account in the Accounts list.

   All details for the selected account appear below the list in the work area.

3. Update an existing account note as follows:

   1. Tap Notes in the list in the left pane.

      All the notes associated with the account appear in the work area, and all details for the selected account appear above the list in the work area.

   2. Tap the note that you want to update.

   3. Tap the record field that you want to update, and update the field value.

      You might not be allowed to update all fields in the record. You must navigate away from the record or tap Save to save your changes to it.

4. Create a new account note as follows:

   1. Tap Notes in the list in the left pane, and then tap the plus (+) icon in the work area.

   2. Enter the information for the new note in the fields that appear, and then tap the save icon when finished.

Modifying Order Information for an Account

Complete the following procedure to modify the order information for an account.

To modify the order information for an account  

1. Tap the Side Menu icon on the application banner, and then tap Accounts to display the following:

   • The Accounts list and details for the selected account in the right pane or work area.

   • A list in the left pane in which you can select the related items for accounts.

2. Tap an account in the Accounts list.

   All details for the selected account appear below the list in the work area.

3. Update an existing account order as follows:

   1. Tap Orders in the list in the left pane.

      All orders associated with the account appear in the work area, and all details for the selected account appear above the list in the work area.

   2. Tap the order that you want to update.

   3. Tap the record field that you want to update, and update the field value.

      You might not be allowed to update all fields in the record. You must navigate away from the record or tap Save to save your changes to it.

4. Create a new account order as follows:

   1. Tap Orders in the list in the left pane, and then tap the plus (+) icon in the work area.

   2. Enter the information for the new order in the fields that appear, and then tap the save icon when finished.

Modifying Retail Audit Information for an Account

Complete the following procedure to modify the retail audit information for an account.

To modify the retail audit information for an account  

1. Tap the Side Menu icon on the application banner, and then tap Accounts to display the following:

   • The Accounts list and details for the selected account in the right pane or work area.

   • A list in the left pane in which you can select the related items for accounts.

2. Tap an account in the Accounts list.

   All details for the selected account appear below the list in the work area.

3. Update an existing account retail audit as follows:

   1. Tap Retail Audits in the list in the left pane.

      All the retail audits associated with the account appear in the work area, and all details for the selected account appear above the list in the work area.

   2. Tap the retail audit that you want to update.

   3. Tap the record field that you want to update, and update the field value.

      You might not be allowed to update all fields in the record. You must navigate away from the record or tap Save to save your changes to it.

      Tapping List Products evaluates the authorized distribution list for the account the audit is being conducted against, and returns the audit line items for all items on that list where the Active flag is Y and the Auditable flag is Y.

4. Create a new account retail audit as follows:

   1. Tap Retail Audits in the list in the left pane, and then tap the plus (+) icon in the work area.

   2. Enter the information for the new retail audit in the fields that appear, and then tap the save icon when finished.

      The following table describes the fields.

      Field Name	Description
      Product	Select the product for audit.
      Account Code	Displays the account code for the product in the customer's system. For example, the manufacturer code for a product might be SKU X728294 but the account code for the product (SKU X728294) in the customer's system might be AB2877612.
      OOS	Select this check box to indicate that the product is out-of-stock. Otherwise, deselect this check box.
      Shelf Stock	Type the quantity of the product on the shelf.
      Back Stock	Type the quantity of the product in the back room.
      Merchandising Location	Displays the merchandising location, if the product selected for audit is available within a specific merchandising location (for example, refrigerated case or specific aisle placement).