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 view 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 Asset Information for an Account"

• "Viewing Agreement Information for an Account"

• "Modifying Address Information for an Account"

• "Viewing Credit Memo Information for an Account"

• "Modifying Note Information for an Account"

• "Modifying Merchandising Location Information for an Account"

• "Modifying Contact Information for an Account"

• "Modifying Product Distribution Information for an Account"

• "Modifying Order Information for an Account"

• "Viewing Invoice Information for an Account"

• "Modifying Return Information for an Account"

• "Modifying Activity Information for an Account"

• "Associating Products to the Merchandising Locations of 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 view.

To display account details  

1. Tap Side Menu and then tap Accounts to display the following:

   • The Accounts list and details in the main pane or work area.

   • The calendar in the side pane showing the call scheduling information.

2. In the Accounts list, drill down on a link in the Account field to open that account record.

   All details for the selected account appear in the main pane, including:

   • The following information (if any) associated with the contact:

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

     • Agreements. Tap to show the agreement information for the account. For more information, see "Viewing Agreement Information for an Account".

     • Addresses. Tap to show the address information for the account. For more information, see "Modifying Address Information for an Account".

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

     • Notes. Tap to show the note information for the account. For more information, see "Modifying Note Information for an Account".

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

   • A Side Menu containing the following options:

     • Contacts. Shows the contact information for the account. For more information, see "Modifying Contact 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".

     • Orders. Shows the order information for the account. For more information, see "Modifying Order Information for an Account".

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

     • Products. Shows the product-to-merchandising location associations for the account. For more information, see "Associating Products to the Merchandising Locations of an Account".

3. To go to a different account, use the navigation arrows in the main pane.

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 Side Menu and then tap Accounts to display the following:

   • The Accounts list and details in the main pane.

   • The calendar in the side pane showing the call scheduling information.

2. Drill down on a link in the Account field to open that account record.

   All details for the selected account appear in the main pane.

3. Update an existing account asset as follows:

   1. Tap the down arrow next to Assets in the main pane.

      All assets associated with the account appear in the main 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.

4. Create a new account asset as follows:

   1. Tap New (the plus (+) icon) next to Assets in the main 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 Side Menu and then tap Accounts to display the following:

   • The Accounts list and details in the main pane.

   • The calendar in the side pane showing the call scheduling information.

2. Drill down on a link in the Account field to open that account record.

   All details for the selected account appear in the main pane.

3. Tap the down arrow next to Agreements in the main pane.

   All the agreements associated with the account appear in the main pane.

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 Side Menu and then tap Accounts to display the following:

   • The Accounts list and details in the main pane.

   • The calendar in the side pane showing the call scheduling information.

2. Drill down on a link in the Account field to open that account record.

   All details for the selected account appear in the main pane.

3. Tap an account in the Accounts list.

   All details for the selected account appear in the main pane.

4. Update an existing account address as follows:

   1. Tap the down arrow next to Addresses in the main pane.

      All the addresses associated with the account appear in the main 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.

5. Add an existing address to the account as follows:

   1. Tap New (the plus (+) icon) next to Addresses in the main pane.

   2. Choose the address on the list that appears, and then tap OK.

6. Create a new account address as follows:

   1. Tap New next to Addresses in the main pane, and then tap New (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.

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 Side Menu and then tap Accounts to display the following:

   • The Accounts list and details in the main pane.

   • The calendar in the side pane showing the call scheduling information.

2. Drill down on a link in the Account field to open that account record.

   All details for the selected account appear in the main pane.

3. Tap the down arrow next to Credit Memos in the main pane.

   All the credit memos associated with the account appear in the main pane.

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 Side Menu and then tap Accounts to display the following:

   • The Accounts list and details in the main pane.

   • The calendar in the side pane showing the call scheduling information.

2. Drill down on a link in the Account field to open that account record.

   All details for the selected account appear in the main pane.

3. Update an existing account note as follows:

   1. Tap the down arrow next to notes in the main pane.

      All the notes associated with the account appear in the main 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.

4. Create a new account note as follows:

   1. Tap New (the plus (+) icon) next to Notes in the main pane.

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

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 Side Menu and then tap Accounts to display the following:

   • The Accounts list and details in the main pane.

   • The calendar in the side pane showing the call scheduling information.

2. Drill down on a link in the Account field to open that account record.

   All details for the selected account appear in the main pane.

3. Update an existing account merchandising location as follows:

   1. Tap the down arrow next to Merchandising Locations in the main pane.

      All the merchandising locations associated with the account appear in the main 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.

4. Create a new account merchandising location as follows:

   1. Tap New (the plus (+) icon) next to Merchandising Locations in the main pane.

   2. Enter the information for the new merchandising location 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 Side Menu and then tap Accounts to display the following:

   • The Accounts list and details in the main pane.

   • The calendar in the side pane showing the call scheduling information.

2. Drill down on a link in the Account field to open that account record.

   All details for the selected account appear in the main pane.

3. Update an existing account contact as follows:

   1. Select Contacts from the Side Menu in the main pane.

      All the contacts associated with the account appear in the main 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.

4. Add an existing contact to the account as follows:

   1. Select Contacts from the Side Menu in the main pane, and then tap New (the plus (+) icon) next to Contacts in the main pane.

   2. Choose the contact on the list that appears, and then tap OK.

5. Create a new contact for the account as follows:

   1. Select Contacts from the Side Menu in the main pane, tap New next to Contacts, and then tap New (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 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 Side Menu and then tap Accounts to display the following:

   • The Accounts list and details in the main pane.

   • The calendar in the side pane showing the call scheduling information.

2. Drill down on a link in the Account field to open that account record.

   All details for the selected account appear in the main pane.

3. Update the product distribution information as follows:

   1. Select Product Distribution from the Side Menu in the main pane.

      All the product distributions associated with the account appear in the main 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.

4. To add a new product for distribution:

   1. Select Product Distribution from the Side Menu in the main pane, and then tap New (the plus (+) icon) next to Product in the main pane.

      All the product distributions associated with the account appear in the main pane.

   2. Enter the information for the new product for distribution 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 Side Menu and then tap Accounts to display the following:

   • The Accounts list and details in the main pane.

   • The calendar in the side pane showing the call scheduling information.

2. Drill down on a link in the Account field to open that account record.

   All details for the selected account appear in the main pane.

3. Update an existing order for the account as follows:

   1. Select Orders from the Side Menu in the main pane.

      All orders associated with the account appear in the main 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.

4. Create a new order for the account as follows:

   1. Select Orders from the Side Menu in the main pane, and then tap New (the plus (+) icon) next to Order in the main 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 for orders of type Sales Order. For more information see, "Managing Orders for Siebel Consumer Goods".

      • The Return Order view for orders of type Service Order. For more information, see "Managing Return Orders for Siebel Consumer Goods".

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 Side Menu and then tap Accounts to display the following:

   • The Accounts list and details in the main pane.

   • The calendar in the side pane showing the call scheduling information.

2. Drill down on a link in the Account field to open that account record.

   All details for the selected account appear in the main pane.

3. Select Invoices from the Side Menu in the main pane.

   All the invoices associated with the account appear in the main pane.

4. Tap the link in the Invoice # field to open and review the invoice details.

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 Side Menu and then tap Accounts to display the following:

   • The Accounts list and details in the main pane.

   • The calendar in the side pane showing the call scheduling information.

2. Drill down on a link in the Account field to open that account record.

   All details for the selected account appear in the main pane.

3. Update an existing return order for the account as follows:

   1. Select Returns from the Side Menu in the main pane.

      All the returns associated with the selected account appear in the main 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.

4. Create a new return order for the account as follows:

   1. Select Returns from the Side Menu in the main pane, and then tap New (the plus (+) icon) next to Returns in the main pane.

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

   3. Drill down on the link in the RMA # field.

      The return order detail view opens. For more information, see "Managing Return Orders for Siebel Consumer Goods".

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 Side Menu and then tap Accounts to display the following:

   • The Accounts list and details in the main pane.

   • The calendar in the side pane showing the call scheduling information.

2. Drill down on a link in the Account field to open that account record.

   All details for the selected account appear in the main pane.

3. Update an existing activity for the account as follows:

   1. Select Activities from the Side Menu in the main pane.

      All the activities associated with the account appear in the main 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.

4. Create a new activity for the account as follows:

   1. Select Activities from the Side Menu in the main pane, and then tap New (the plus (+) icon) next to Activity in the main pane.

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

Associating Products to the Merchandising Locations of an Account

Complete the following procedure to associate products to the merchandising locations of an account.

To associate products to the merchandising locations of an account 

1. Tap Side Menu and then tap Accounts to display the following:

   • The Accounts list and details in the main pane.

   • The calendar in the side pane showing the call scheduling information.

2. Drill down on a link in the Account field to open that account record.

   All details for the selected account appear in the main pane.

3. Update an existing product-to-merchandising location association as follows:

   1. Tap the down arrow next to Merchandising Locations in the main pane, and then select the merchandising location record that you want.

   2. Select Products from the Side Menu in the main pane.

      All the products associated with the selected merchandising location appear in the main pane.

   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-to-merchandising location association for the account as follows:

   1. Tap the down arrow next to Merchandising Locations in the main pane, and then select the merchandising location record that you want.

   2. Select Products from the Side Menu in the main pane, and then tap New (the plus (+) icon) on the screen that appears.

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