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 view.

To display inventory details 

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

   • The Inventory details in the main pane or work area.

     A list of all products in the van appears after the inventory details.

   • The calendar showing call scheduling information and a second level navigation list in the side pane.

2. Navigate to the inventory record that you want using the navigation arrows in the main pane.

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

3. Navigate to the following inventory related information using the second level navigation list in the side pane:

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

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

   
   

   Note : You configure second level navigation views in Siebel Tools. For more information, see "Configuring Second Level Navigation Views".

   
   

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 Side Menu and then tap Inventory to display the following:

   • The Inventory details in the main pane.

     A list of all products in the van appears after the inventory details.

   • The calendar showing call scheduling information and a second level navigation list in the side pane.

2. Navigate to the inventory record that you want using the navigation arrows in the main pane.

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

3. Verify that the values in the following fields of the inventory record are correct:

   • Van Plate Number

   • Serial Number

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

   1. Tap Vehicle Details in the list in the side pane, and then tap New (the plus (+) icon) in the main 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 Side Menu and then tap Inventory to display the following:

   • The Inventory details in the main pane.

     A list of all products in the van appears after the inventory details.

   • The calendar showing call scheduling information and a second level navigation list in the side pane.

2. Navigate to the inventory record that you want using the navigation arrows in the main pane.

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

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

   Review the reconciliation information for each product in the van. This information is read-only.