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"

• "Viewing Route Account Information for a Route"

  
  

  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 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.

   • 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 right pane.

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 "Viewing Route Account Information for a Route".

Viewing Route Account Information for a Route

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

To view 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.

   • 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 right pane.

3. Tap Route Accounts in the list in the left pane (or drill down on the link in the Route Name field).

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