Task Flows for Siebel Consumer Goods

The Siebel Consumer Goods task flows that sales representatives typically carry out are divided into the following areas:

• "Performing Daily Tasks for Siebel Consumer Goods"

• "Performing Supplemental Tasks for Siebel Consumer Goods"

Performing Daily Tasks for Siebel Consumer Goods

Field representatives typically perform the following tasks in the following approximate order:

1. Before you start your calls for the day, review and check the calls that are scheduled.

   For more information, see "Displaying Call Details".

2. When you arrive at a call destination, review the call information, required activities, optional activities, and all other call related information.

   For more information, see the following:

   • "Starting a Call"

   • "Modifying Call Item Information (Activity) for a Call"

3. One of your assigned activities might be to conduct a retail audit or a merchandising audit.

   For more information, see the following:

   • "Modifying Retail Audit Information for a Call"

   • "Modifying Merchandising Audit Information for a Call"

4. After you have completed a retail audit, you can generate an order to restock the inventory. When complete, the order is transmitted to the distributor for fulfillment.

   For more information, see the following:

   • "Modifying Order Information for a Call"

   • "Managing Orders for Siebel Consumer Goods"

5. When done with the call, you can enter notes about the visit, and optionally defer any activity that could not be completed during this visit or enter assessment information for the call.

   For more information, see the following:

   • "Ending a Call"

   • "Modifying Note Information for a Call"

   • "Modifying Assessment Information for a Call"

Performing Supplemental Tasks for Siebel Consumer Goods

Additional tasks that a field representative might perform throughout the day include the following:

• "Modifying Contact Information"

• "Modifying Account Information"

• "Managing Calls for Siebel Consumer Goods"

• "Managing Contacts for Siebel Consumer Goods"

• "Managing Accounts for Siebel Consumer Goods"

• "Managing Routes for Siebel Consumer Goods"

• "Managing Orders for Siebel Consumer Goods"

• "Managing Return Orders for Siebel Consumer Goods"

• "Managing Inventory for Siebel Consumer Goods"

• "Managing Cycle Counting for Siebel Consumer Goods"