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 Note Information for an Account"

• "Modifying Order Information for an Account"

• "Modifying Asset Information for an Account"

• "Viewing Agreement Information for an Account"

• "Viewing Invoice Information for an Account"

• "Viewing Credit Memo Information for an Account"

• "Modifying Merchandising Location Information for an Account"

• "Modifying Return Information for an Account"

• "Modifying Activity Information for an Account"

  
  

  Note : You must complete the relevant setup tasks detailed in Siebel Consumer Goods Guide and 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.

   • 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 right pane.

3. Tap the Pin icon in the right pane to open a map showing the route between your current location and the location of the selected account.

   The Pin icon persists for all account views. For more information about using the Pin icon, see "Displaying Location Details in Siebel Mobile".

4. Tap the Back to Call Items button in the right pane to go to the Call Items view.

   The Back to Call Items button persists for all account views. For more information about call items, see "Modifying Call Information (Details) for a Call" and"Modifying Call Item Information (Activity) for a Call".

5. 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".

   • 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".

   • Assets. Shows the asset information for the account. For more information, see "Modifying Asset Information for an Account".

   • Agreements. Shows the agreement information for the account. For more information, see "Viewing Credit Memo Information for an Account".

   • Invoices. Shows the invoice information for the account. For more information, see "Viewing Invoice Information for an Account".

   • Credit Memos. Shows credit memo information for the account. For more information, see "Viewing Credit Memo Information for an Account".

   • Merchandising Locations. Shows the merchandising location information for the account. For more information, see "Modifying Merchandising Location Information for an Account".

   • Returns. Shows the return order information for the account. For more information, see "Modifying Return Information for an Account".

   • Activities. Shows the call activity for the account. For more information, see "Modifying Activity 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.

   • 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 right pane.

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

      You must navigate away from the record to save your changes to it.

3. Create a new account as follows:

   1. Tap the plus (+) icon in the right pane.

   2. Enter the information for the new account in the fields that appear, and then save the record.

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.

   • 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 right pane.

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 right pane, and all details for the selected account appear above the list in the right pane.

   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 must navigate away from the record 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 right pane.

   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 right pane, 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 navigate away from the record to save it.

   3. Drill down on the link in the Last Name field to see more information about the contact.

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.

   • 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 right pane.

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 right pane, and all details for the selected account appear above the list in the right pane.

   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 must navigate away from the record 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 right pane.

   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 right pane, 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 save the record.

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.

   • 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 right pane.

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 right pane, and all details for the selected account appear above the list in the right pane.

   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 must navigate away from the record 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 right pane.

   2. Enter the information for the new product distribution in the fields that appear, and then save the record.

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.

   • 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 right pane.

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 right pane, and all details for the selected account appear above the list in the right pane.

   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 must navigate away from the record 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 right pane.

   2. Enter the information for the new note in the fields that appear, and then save the record.

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.

   • 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 right pane.

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 right pane, and all details for the selected account appear above the list in the right pane.

   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 must navigate away from the record 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 right pane.

   2. Enter the information for the new order in the fields that appear, and then save the record.

   3. Tap the link in the Order # field to go to the Orders view from where you can navigate to the Order Details view to enter order line items.

Modifying Asset Information for an Account

An asset is property or an item of value that your company owns. Complete the following procedure to modify the asset information for an account.

To modify the asset 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.

   • 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 right pane.

3. Update an existing account asset as follows;

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

      All assets associated with the account appear in the right pane, and all details for the selected account appear above the list in the right pane.

   2. Tap the asset that you want to update.

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

      You must navigate away from the record to save your changes to it.

4. Create a new account asset as follows:

   1. Tap Assets in the list in the left pane, and then tap the plus (+) icon in the right pane.

   2. Enter the information for the new asset in the fields that appear, and then save the record.

Viewing Agreement Information for an Account

Complete the following procedure to view the agreement information for an account.

To view the agreement 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.

   • 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 right pane.

3. Tap Agreements in the list in the left pane.

   All the agreements associated with the account appear in the right pane, and all details for the selected account appear above the Agreements list in the right pane.

Viewing Invoice Information for an Account

Complete the following procedure to view the invoice information for an account.

To view the invoice 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.

   • 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 right pane.

3. Tap Invoices in the list in the left pane.

   All the invoices associated with the account appear in the right pane, and all details for the selected account appear above the Invoices list in the right pane.

Viewing Credit Memo Information for an Account

A credit memo is issued by an organization to a retailer to reduce the amount that the retailer owes from a previously issued sales invoice. Complete the following procedure to view the credit memo information for an account.

To view the credit memo 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.

   • 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 right pane.

3. Tap Credit Memos in the list in the left pane.

   All the credit memos associated with the account appear in the right pane, and all details for the selected account appear above the Invoices list in the right pane.

Modifying Merchandising Location Information for an Account

A merchandising location is a physical location where products can exist, such as one or more display locations in a retail outlet or in a bin in a warehouse. Complete the following procedure to modify the merchandising location information for an account.

To modify the merchandising location 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.

   • 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 right pane.

3. Update an existing account merchandising location as follows:

   1. Tap Merchandising Locations in the list in the left pane.

      All the merchandising locations associated with the account appear in the right pane, and all details for the selected account appear above the list in the right pane.

   2. Tap the merchandising location that you want to update.

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

      You must navigate away from the record to save your changes to it.

4. Create a new account merchandising location as follows:

   1. Tap Merchandising Locations in the list in the left pane, and then tap the plus (+) icon in the right pane.

   2. Enter the information for the new merchandising location in the fields that appear, and then save the record.

Modifying Return Information for an Account

A return is an order that the customer returns. Complete the following procedure to modify the return information for an account.

To modify the return 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.

   • 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 right pane.

3. Update an existing account return as follows:

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

   2. All the returns associated with the selected account appear below the list in the right pane.

   3. Tap the return that you want to update.

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

      You must navigate away from the record to save your changes to it.

4. Create a new account return as follows:

   1. Tap Returns in the list in the left pane, and then tap the plus (+) icon in the right pane.

   2. Drill down on the return order number link in the RMA # field.

      The return order detail view opens where you can enter the return order line items. For more information, see "Modifying Line Item Information for a Return Order".

Modifying Activity Information for an Account

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

To modify the activity 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.

   • 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 account appear below the list in the right pane.

3. Update an existing account activity as follows:

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

      All the activities associated with the account appear in the right pane, and all details for the selected account appear above the list in the right pane.

   2. Tap the activity that you want to update.

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

      You must navigate away from the record to save your changes to it.

4. Create a new account activity as follows:

   1. Tap Activities in the list in the left pane, and then tap the plus (+) icon in the right pane.

   2. Enter the information for the new activity in the fields that appear, and then save the record.