Managing Inventory for Siebel Consumer Goods

Sales representatives, presales representatives, and delivery representatives often capture orders, invoice, collect payments, and perform retail audits. All these activities are part of the inventory and order management process.

The following procedures related to inventory management are included in this topic:

• "Displaying Inventory Details"

• "Recording Van Information"

• "Viewing Reconciliation Information for the Inventory"

  
  

  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 Inventory Details

You can display inventory details by using the Inventory list.

To display inventory details  

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

   • The Inventory details (Van Plate and Serial number) in the right pane.

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

2. Tap the left and right arrows in the right pane to navigate to the inventory that you want.

   A list of all products in the van appears below the inventory details in the right pane. The following table describes the fields.

   Field Name	Description
   Product	The product name in the inventory.
   SKU/UPC	The unique code associated with the product.
   Quantity	The quantity of the product in the inventory.
   Status	The status of the product in the inventory (for example, Good or Defective).

   
   

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

   • Vehicle Details. Shows the details of the van associated with the selected inventory. For more information, see "Recording Van Information".

   • Reconciliation. Shows the reconciliation information for each product in the van. For more information, see "Viewing Reconciliation Information for the Inventory".

Recording Van Information

Before leaving the depot, a van sales representative verifies the van identification information and records the van's mileage.

To record van information 

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

   • The Inventory details (Van Plate and Serial number) in the right pane.

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

1. Tap the left and right arrows in the right pane to go to the inventory that you want.

   A list of all products in the van appears below the inventory details in the right pane. The table in "Displaying Inventory Details" describes the fields.

2. Verify that the values in the following fields are correct:

   • Van Plate Number

   • Serial Number

3. Add a new mileage reading for the van as follows:

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

   2. Enter the van's current mileage in the Reading field, and then save the record.

      The following table describes the other fields, which are mostly read-only.

      Field Name	Description
      Reading	Enter the van's current mileage.
      U/M	The unit of measure specified when the asset is set up.
      Time Taken	The time that you not the mileage. This time might be before or at the time that you create the record.
      Reading #	A unique ID number for each reading.
      Created	The time that you create the record.
      Created By	The name of the person who creates the record.
      Complete	Check box indicating whether the reading has been committed (checked) or not (unchecked).

      
      

   3. Tap the Complete check box to commit the reading when you complete it.

Viewing Reconciliation Information for the Inventory

Delivering products, taking returns, and exchanging products with other representatives all impact the inventory. Periodically during the day, sales representatives can check to be sure that the inventory properly reflects all these changes.

To view the reconciliation information for the inventory  

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

   • The Inventory details (Van Plate and Serial number) in the right pane.

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

2. Tap the left and right arrows in the right pane to go to the inventory that you want.

   A list of all products in the van appears below the inventory details in the right pane. The table in "Displaying Inventory Details" describes the fields.

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

   Review the reconciliation information for each product in the van. The information in this view is read-only.