Managing Routes for Siebel Consumer Goods

A route indicates which accounts a sales representative plans to visit on a particular day.

The following procedures related to routes and route management are included in this topic:

• "Displaying Route Details"

• "Modifying Route Information"

• "Modifying Route Account Information for a Route"

  
  

  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 Route Details

You can display route details by using the Routes list.

To display route details  

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

   • The Routes list and details for the selected route in the right pane or work area.

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

2. Tap a route in the Routes list.

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

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

   • Route Accounts. Shows the route account information for the route. For more information, see "Modifying Route Account Information for a Route".

Modifying Route Information

Complete the following procedure to modify route information.

To modify route information  

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

   • The Routes list and details for the selected route in the right pane or work area.

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

2. Update an existing route as follows:

   1. Tap a route in the Routes list.

      All details for the selected route 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 route as follows:

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

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

Modifying Route Account Information for a Route

Complete the following procedure to modify the route account information for a route.

To modify the route account information for a route  

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

   • The Routes list and details for the selected route in the right pane or work area.

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

2. Tap a route in the Routes list.

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

3. Update an existing route account as follows:

   1. Tap Route Accounts in the list in the left pane.

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

   2. Tap the route account 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 route account as follows:

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

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