7Using the Siebel Mobile Connected Application for Siebel Consumer Goods
Using the Siebel Mobile Connected Application for Siebel Consumer Goods
This chapter describes the tasks that a user of the Siebel Mobile application for Siebel Consumer Goods can execute in online (connected) mode. It includes the following topics:
Using the Home Page for Siebel Consumer Goods
The Siebel Mobile application for Siebel Consumer Goods uses the Zante UI theme by default. If using Siebel Innovation Pack 2015 or earlier versions of the Siebel Mobile application for Siebel Consumer Goods, then it is recommended that you reconfigure any enhancements made. For more information about the Zante theme and navigating the UI using the Zante theme, see About the Siebel Mobile Aurora and Zante UI Themes and the remaining procedures in this topic.
The following procedures related to using the home page of the Siebel Mobile application for Siebel Consumer Goods are included in this topic:
Viewing Call Planning Information on the Calendar
On the home page, you can view the call planning and scheduling information for accounts on the calendar.
To view the call planning information
Tap Side Menu and then tap Calls to display the home page, which consists of the following:
The Calendar showing call planning information in the main pane.
The Accounts list showing summary account information in the side pane.
On the calendar in the main pane, view the call planning information as follows:
Use the navigation arrows to navigate across dates and view the calls scheduled on different dates.
Tap the Daily, Weekly, or Monthly calendar buttons to switch between the daily, weekly, or monthly view of calls scheduled.
Tap Today to see the calls scheduled for today’s date.
On the calendar in the main pane, you can do the following:
To extend the duration of a call, select the border of the call and (without releasing the selection) then move the border out.
To move a call, select the call and (without releasing the selection) then move the call to a different time or date on the calendar.
Tap a call on the calendar to drill down and open the call details. For more information, see Displaying Call Details (Siebel Consumer Goods).
On the accounts list in the side pane, you can do the following:
Sort the accounts list based on one of the following fields as required: Name, Site, Address, Route.
Select the account that you want.
Schedule a call for an account, see Scheduling Calls for Accounts.
Scheduling Calls for Accounts
On the home page, you can schedule calls for accounts.
To schedule calls for accounts
Tap Side Menu and then tap Calls to display the home page, which consists of the following:
The Calendar showing call planning information in the main pane.
The Accounts list showing summary account information in the side pane.
Schedule a new account call as follows:
Select an account from the Accounts list in the side pane and (without releasing the selection) then move the account onto the calendar in the main pane.
Tap the new call on the calendar to open it. For more information, see Displaying Call Details (Siebel Consumer Goods).
Modify the call details as required. For more information, see Modifying Call Details and Modifying Activity Information for a Call.
Managing Calls for Siebel Consumer Goods
A call is a scheduled interaction that you have with a contact or an account.
The following procedures related to calls and call management are included in this topic:
Displaying Call Details (Siebel Consumer Goods)
You can display call details by using the Call Items view or the home page.
To display call details
Tap Side Menu and then tap Call Items to display the following:
Call details and activities in the main pane.
Summary call details and a second level navigation list in the side pane.
Note: Alternately, tap Side Menu, tap Calls to display the home page, and then tap a call on the calendar in the main pane to open it and display the following:Call details and activities in the main pane.
Summary call details and a second level navigation list in the side pane.
Tasks that you can perform from this view include the following:
Navigate to the call that you want using the navigation arrows in the main pane.
All activities for the call appear after the call details in the main pane.
Navigate to the following call related information using the second level navigation list in the side pane:
Retail Audits. Shows the retail audit information for the call. For more information, see Modifying Retail Audit Information for a Call.
Merchandising Audits. Shows the merchandising audit information for the call. For more information, see Modifying Merchandising Audit Information for a Call.
Orders. Shows the order information for the call. For more information, see Modifying Order Information for a Call.
Notes. Shows the note information for to the call. For more information, see Modifying Note Information for a Call.
Assessments. Shows the assessment information for the call. For more information, see Modifying Assessment Information for a Call.
Presentation Details. Shows the presentation detail information for the call. For more information, see Viewing Presentation Information for a Call.
Note: You configure second level navigation views in Siebel Tools. For more information, see About the Siebel Mobile Aurora and Zante UI Themes.
Modifying Call Details
Complete the following procedure to modify the call details.
To modify call details
Tap Side Menu and then tap Calls Items to display the following:
Call details and activities in the main pane.
Summary call details and a second level navigation list in the side pane.
Navigate to the call that you want using the navigation arrows in the main pane.
All activities for the call appear after the call details in the main pane.
Tap the record field that you want to update, and update the field value.
Modifying Activity Information for a Call
Complete the following procedure to modify the call item information (call activity).
To modify the activity information for a call
Tap Side Menu and then tap Calls Items to display the following:
Call details and activities in the main pane.
Summary call details and a (second level navigation view) list in the side pane.
Navigate to the call that you want using the navigation arrows in the main pane.
All activities for the call appear after the call details in the main pane.
Update an existing call activity as follows:
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.
(Optional) Tap the activity that you want to update, and then tap the Start Activity button to record the start date and time for the activity.
(Optional) Tap the activity that you want to update, and then tap the End Activity button to record the end date and time for the activity.
(Optional) Tap an activity of type Retail Order that you want to update, and then tap the Prepare Visit button to automatically create an order for the call. For more information, see Preparing for a Call Visit.
Create a new call activity as follows:
Tap New (the plus (+) icon) next to Activity in the main pane.
Enter the information for the activity in the fields that appear, and then save the record.
Starting a Call
To start a call, complete the following procedure.
To start a call
Tap Side Menu and then tap Calls Items to display the following:
Call details and activities in the main pane.
Summary call details and a second level navigation list in the side pane.
Navigate to the call that you want using the navigation arrows in the main pane.
All activities for the call appear after the call details in the main pane.
Tap the Start button in the main pane to record the start date and time for the call.
Review all related information for the call and update the information as required.
For more information about call related information, see Displaying Call Details (Siebel Consumer Goods).
Ending a Call
To end a call, complete the following procedure.
To end a call
Tap Side Menu and then tap Calls Items to display the following:
Call details and activities in the main pane.
Summary call details and a second level navigation list in the side pane.
Navigate to the call that you want using the navigation arrows in the main pane.
All activities for the call appear after the call details in the main pane.
Tap the End button in the main pane to record the end date and time for the call.
Preparing for a Call Visit
If an activity of type Retail Order is associated with a call, then you can use the Prepare Visit button to automatically create an order for the call.
To prepare for a visit
Tap Side Menu and then tap Calls Items to display the following:
Call details and activities in the main pane.
Summary call details and a second level navigation list in the side pane.
Navigate to the call that you want using the navigation arrows in the main pane.
All activities for the call appear after the call details in the main pane.
Tap the Prepare Visit button in the main pane to automatically create an order for the call, where the order line items are populated with appropriate products.
Modifying Retail Audit Information for a Call
Complete the following procedure to modify the retail audit information for a call.
To modify the retail audit information for a call
Tap Side Menu and then tap Calls Items to display the following:
Call details and activities in the main pane.
Summary call details and a second level navigation list in the side pane.
Navigate to the call that you want using the navigation arrows in the main pane.
All activities for the call appear after the call details in the main pane.
Update an existing retail audit for the call as follows:
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Start the activity (if not already started) as follows:
Select an activity of type Retail Audit in the main pane.
Tap the Start Activity button to record the start date and time for the activity.
Drill down on the Retail Audit link in the Type field.
All the products for the retail audit associated with the call appear in the main pane. If you can see no products, then tap List Products.
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.
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After completing a retail audit for the call, end the activity as follows:
Navigate back to the Call Items view and select the activity, of type Retail Audit, that you want to end.
Tap the End Activity button to record the end date and time for the activity.
Modifying Merchandising Audit Information for a Call
Complete the following procedure to modify the merchandising audit information for a call.
To modify the merchandising audit information for a call
Tap Side Menu and then tap Call Items to display the following:
Call details and activities in the main pane.
Summary call details and a second level navigation list in the side pane.
Navigate to the call that you want using the navigation arrows in the main pane.
All activities for the call appear after the call details in the main pane.
Update an existing merchandising audit as follows:
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Start the activity (if not already started) as follows:
Select an activity of type Merchandising Audit in the main pane.
Tap the Start Activity button to record the start date and time for the activity.
Drill down on the Merchandising Audit link in the Type field.
All the products for the merchandising audit appear in the main pane under Merchandising Audit.
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.
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Add new products for merchandising audit as follows:
Tap Merchandising Audits in the list in the side pane, and then tap New (the plus (+) icon) next to Merchandising Audit in the main pane.
Enter the information for the product to be audited in the fields that appear, and then save the record.
After you add one product, the New File button next to Images in the main pane becomes enabled and you can capture images for the product to be audited as described in the next step.
Capture images for merchandising audit products as follows:
Tap Merchandising Audits in the list in the side pane.
Select the record that you want to modify, and then tap New File next to Images in the main pane.
Do one of the following as required:
Tap Choose Existing, select an existing image file to attach to the record, and then tap OK.
Tap Take Photo or Video, take an instant photo or record an instant video, and then tap OK to attach the photo or video to the record.
After completing a merchandising audit for the call, end the activity as follows:
Navigate back to the Call Items view and select the activity, of type Merchandising Audit, that you want to end.
Tap the End Activity button to record the end date and time for the activity.
Modifying Order Information for a Call
Complete the following procedure to modify the order information for a call.
To modify the order information for a call
Tap Side Menu and then tap Call Items to display the following:
Call details and activities in the main pane.
Summary call details and a second level navigation list in the side pane.
Navigate to the call that you want using the navigation arrows in the main pane.
All activities for the call appear in the main pane.
Update an order for an ongoing call as follows:
Start the activity (if not already started) as follows:
Select an activity of type Retail Order in the main pane.
Tap the Prepare Visit button to create the retail order for the call.
Tap the Start Activity button to record the start date and time for the activity.
Drill down on the Retail Order link in the Type field.
The Order - Line Items view appears in the main pane, showing all line items associated with the Retail Order.
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.
After completing an order for the call, end the activity as follows:
Navigate back to the Call Items view and select the activity, of type Order, that you want to end.
Tap the End Activity button to record the end date and time for the activity.
Review all the orders associated with the account as follows:
Tap Orders in the list in the side pane.
All orders associated with the account appear in the main pane.
To modify an order which has not been billed yet, drill down on the order number link in the Order Number field.
For more information about orders, see Managing Orders for Siebel Consumer Goods.
Modifying Note Information for a Call
Complete the following procedure to modify the note information for a call.
To modify the note information for a call
Tap Side Menu and then tap Calls Items to display the following:
Call details and activities in the main pane.
Summary call details and a second level navigation list in the side pane.
Navigate to the call that you want using the navigation arrows in the main pane.
All activities for the call appear after the call details in the main pane.
Update an existing note for the call as follows:
Locate the activity that you want of type Note in the main pane.
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.
Create a new note for the call as follows:
Tap Notes in the list in the side pane, and then tap New (the plus (+) icon) next to Notes in the main pane.
Enter the information for the new note in the fields that appear, and then save the record.
Modifying Assessment Information for a Call
Complete the following procedure to modify the assessment information for a call.
To modify the assessment information for a call
Tap Side Menu and then tap Call Items to display the following:
Call details and activities in the main pane.
Summary call details and a second level navigation list in the side pane.
Navigate to the call that you want using the navigation arrows in the main pane.
All activities for the call appear after the call details in the main pane.
Update an existing assessment for the call as follows:
Locate the activity that you want of type Assessment in the main pane.
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.
Create a new call assessment as follows:
Tap Assessments in the list in the side pane, and then tap New (the plus (+) icon) next to Assessments in the main pane.
Enter the information for the new record in the fields that appear, and then save the record.
Viewing Presentation Information for a Call
Complete the following procedure to view the presentation information for a call. The following types of files are supported: GIF, JPEG, JPG, MP4, PDF, PNG, HTML, and ZIP.
To view the presentation detail information for a call
Tap Side Menu and then tap Call Items to display the following:
Call details and activities in the main pane.
Summary call details and a second level navigation list in the side pane.
Navigate to the call that you want using the navigation arrows in the main pane.
All activities for the call appear after the call details in the main pane.
Tap Presentation Details in the list in the side pane.
All the presentation items (promotions and promotional items) associated with the call appear in the main pane.
Note: You must complete ceratin tasks in Siebel CRM for presentation data to appear in this view. For more information, see Prerequisites to Viewing Presentation Informationfor a Call.The following table describes the presentation detail information.
Field Name
Description
Sequence #
Tracks the presentation items and the order in which the presentation items were shown during the call.
Promotion
The name of the presentation item that was shown during the call.
Duration
The duration in seconds that the presentation item was shown during the call.
Response
The response rating recorded for the presentation item.
To show presentations and record responses to presentations, see Showing Presentations for a Call and Recording Responses to Presentations.
Prerequisites to Viewing Presentation Informationfor a Call
You must complete the following tasks in Siebel CRM to populate the Presentations Details view in the Siebel Mobile application for Siebel Consumer Goods with presentation items, and to subsequently view the presentation information for a call:
Create appropriate literature records in Siebel CRM.
The literature records must be of type Message, where Release Date is less than and Expiration Date is greater than today’s date. For more information, see the topics about Creating Literature Records in Siebel Life Sciences Guide.
Associate literature with Account Promotions in Siebel CRM.
For more information, see the topic about Attaching Literature to Promotions in Siebel Consumer Goods Handheld Guide. For more information about working with literature in Siebel Business Applications, see Siebel Applications Administration Guide.
Configure the server location path where you want to store file contents (presentation items, ZIP files, and so on).
You do this by setting the following system preferences in Siebel CRM (in the Administration - Application screen, then the System Preferences view):
System Preference Name
System Preference Value
Decompressed Files Path
filesystem\assets
Server Uncompression Location
<Siebel_Installation_Path>\swsm\applicationcontainer\webapps\siebel
Showing Presentations for a Call
Complete the following procedure to show presentations for a call in the Siebel Mobile application for Siebel Consumer Goods.
To show presentations for a call
Tap Side Menu and then tap Call Items to display the following:
Call details and activities in the main pane.
Summary call details and a second level navigation list in the side pane.
Navigate to the call that you want using the navigation arrows in the main pane.
All activities for the call appear after the call details in the main pane.
Create an activity of type eMerchandising, and then tap the Start Activity button to record the start date and time for the activity.
Drill down on the eMerchandising link in the Type field.
All the promotional items associated with the call appear in the main pane.
Tap the Generate button to open and uncompress the presentation.
After you uncompress a presentation, all the presentation items appear in the main pane (in thumbnail format).
Tap the Launch button to go to the Player view, where you can start showing the presentation.
Use the Next and Previous arrows to scroll through the presentation.
Recording Responses to Presentations
Complete the following procedure to record responses to presentations for calls in the Siebel Mobile application for Siebel Consumer Goods.
To record responses to presentations for calls
Tap Done in the Player view when you have finished showing the presentation.
The Feedback page opens showing the list of contacts who attended the presentation session. By default the account’s primary contact appears first. For each selected contact, a summary of the content that was presented including the time (in seconds) spent on each presentation item appears after the Contact list in thumbnail format.
Capture the customer rating for each presentation item as follows:
Tap the appropriate number of stars after each presentation item as required.
The significance of each star rating is as follows:
One star indicates Rejected.
Two stars indicates Not Interested.
Three stars indicates Need Data.
Four Stars indicates Continue Discussion.
Five stars indicates Accepted.
No stars indicates No Feedback.
For contact calls, capture the individual ratings for each attendee on the call as follows:
Tap a contact in the Contact list.
Tap the appropriate number of stars after each presentation item.
For account calls, you cannot capture the individual ratings for attendees; you can capture the ratings for the account’s primary contact only.
If required, tap Suspend to save all response ratings logged so far and exit the Feedback page.
Tap Submit when you have recorded all feedback.
The response ratings are logged under Presentation Details for the call. For more information, see Viewing Presentation Information for a Call.
Managing Contacts for Siebel Consumer Goods
A contact is an individual with whom your company conducts business or expects to conduct business in the future. It can be an employee of another company, an independent consultant, a vendor, or an acquaintance.
The following procedures related to contacts and contact management are included in this topic:
Displaying Contact Details (Siebel Consumer Goods)
You can display contact details by using the Contacts view.
To display contact details
Tap Side Menu and then tap Contacts to display the following:
The Contacts list and details in the main pane or work area.
Contact Address and Best Time information appears after the contact details.
The calendar in the side pane showing the call scheduling information.
Navigate to the contact that you want in the Contacts list.
All details for the selected contact appear after the list in the main pane.
Modifying Contact Information
Complete the following procedure to modify contact information.
To modify contact information
Tap Side Menu and then tap Contacts to display the following:
The Contacts list and details in the main pane.
Contact Address and Best Time information appears after the contact details.
The calendar in the side pane showing the call scheduling information.
Update an existing contact as follows:
Navigate to the contact that you want in the Contacts list.
All details for the selected contact appear after the list in the main pane.
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.
Create a new contact as follows:
Tap New (the plus (+) icon) in the main pane.
Enter the information for the new contact in the fields that appear, and then save the record.
Modifying Address Information for a Contact
Complete the following procedure to modify the address information for a contact.
To modify the address information for a contact
Tap Side Menu and then tap Contacts to display the following:
The Contacts list and details in the main pane.
Contact Address and Best Time information appears after the contact details.
The calendar in the side pane showing the call scheduling information.
Navigate to the contact that you want in the Contacts list.
All details for the selected contact appear after the list in the main pane.
Update an existing contact address as follows:
Tap the down arrow next to Address in the main pane.
All the addresses associated with the contact appear in the main pane.
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.
Add an existing address to the contact as follows:
Tap New (the plus (+) icon) next to Addresses in the main pane.
Choose the address on the list that appears, and then tap OK.
Create a new contact address as follows:
Tap New next to Addresses in the main pane, and then tap New (the plus (+) icon) on the list that appears.
Enter the information for the new address in the fields that appear, and then save the record.
Modifying Best Time Information for a Contact
Complete the following procedure to modify the best-time-to-call information for a contact. This information typically applies to a contact who is a physician or another health-care provider. It is associated with an address for the contact.
To modify the best time information for the contact
Tap Side Menu and then tap Contacts to display the following:
The Contacts list and details in the main pane.
Contact Address and Best Time information appears after the contact details.
The calendar in the side pane showing the call scheduling information.
Navigate to the contact that you want in the Contacts list.
All details for the selected contact appear after the list in the main pane.
Update an existing contact best time as follows:
Tap the down arrow next to Best Times in the main pane.
All the best times associated with the contact appear in the main pane.
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.
Create a new contact best time as follows:
Tap New (the plus (+) icon) next to Best Times in the main pane.
Enter the information for the new best time in the fields that appear, and then save the record.
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 (Siebel Consumer Goods)
You can display account details by using the Accounts view.
To display account details
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.
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 foran 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.
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
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.
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.
Update an existing account asset as follows:
Tap the down arrow next to Assets in the main pane.
All assets associated with the account appear in the main pane.
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.
Create a new account asset as follows:
Tap New (the plus (+) icon) next to Assets in the main pane.
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
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.
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.
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
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.
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.
Tap an account in the Accounts list.
All details for the selected account appear in the main pane.
Update an existing account address as follows:
Tap the down arrow next to Addresses in the main pane.
All the addresses associated with the account appear in the main pane.
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.
Add an existing address to the account as follows:
Tap New (the plus (+) icon) next to Addresses in the main pane.
Choose the address on the list that appears, and then tap OK.
Create a new account address as follows:
Tap New next to Addresses in the main pane, and then tap New (the plus (+) icon) on the list that appears.
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
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.
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.
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
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.
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.
Update an existing account note as follows:
Tap the down arrow next to notes in the main pane.
All the notes associated with the account appear in the main pane.
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.
Create a new account note as follows:
Tap New (the plus (+) icon) next to Notes in the main pane.
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
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.
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.
Update an existing account merchandising location as follows:
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.
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.
Create a new account merchandising location as follows:
Tap New (the plus (+) icon) next to Merchandising Locations in the main pane.
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
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.
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.
Update an existing account contact as follows:
Select Contacts from the Side Menu in the main pane.
All the contacts associated with the account appear in the main pane.
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.
Add an existing contact to the account as follows:
Select Contacts from the Side Menu in the main pane, and then tap New (the plus (+) icon) next to Contacts in the main pane.
Choose the contact on the list that appears, and then tap OK.
Create a new contact for the account as follows:
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.
Enter the information for the new contact in the fields that appear, and then navigate away from the record to save it.
Drill down on the link in the Last Name field to see more information about the contact.
Modifying Product Distribution Information foran Account
Complete the following procedure to modify the product distribution information for an account.
To modify the product distribution information for an account
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.
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.
Update the product distribution information as follows:
Select Product Distribution from the Side Menu in the main pane.
All the product distributions associated with the account appear in the main pane.
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.
To add a new product for distribution:
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.
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
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.
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.
Update an existing order for the account as follows:
Select Orders from the Side Menu in the main pane.
All orders associated with the account appear in the main pane.
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.
Create a new order for the account as follows:
Select Orders from the Side Menu in the main pane, and then tap New (the plus (+) icon) next to Order in the main pane.
Enter the information for the new order in the fields that appear, and then save the record.
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
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.
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.
Select Invoices from the Side Menu in the main pane.
All the invoices associated with the account appear in the main pane.
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
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.
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.
Update an existing return order for the account as follows:
Select Returns from the Side Menu in the main pane.
All the returns associated with the selected account appear in the main pane.
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.
Create a new return order for the account as follows:
Select Returns from the Side Menu in the main pane, and then tap New (the plus (+) icon) next to Returns in the main pane.
Enter the information for the new return order in the fields that appear, and then save the record.
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
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.
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.
Update an existing activity for the account as follows:
Select Activities from the Side Menu in the main pane.
All the activities associated with the account appear in the main pane.
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.
Create a new activity for the account as follows:
Select Activities from the Side Menu in the main pane, and then tap New (the plus (+) icon) next to Activity in the main pane.
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
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.
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.
Update an existing product-to-merchandising location association as follows:
Tap the down arrow next to Merchandising Locations in the main pane, and then select the merchandising location record that you want.
Select Products from the Side Menu in the main pane.
All the products associated with the selected merchandising location appear in the main pane.
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.
Create a new product-to-merchandising location association for the account as follows:
Tap the down arrow next to Merchandising Locations in the main pane, and then select the merchandising location record that you want.
Select Products from the Side Menu in the main pane, and then tap New (the plus (+) icon) on the screen that appears.
Enter the information for the new product in the fields that appear, and then save the record.
Managing Routes for Siebel Consumer Goods
A route indicates which accounts a sales representative plans to visit on a particular day.
The following procedure related to routes and route management are included in this topic:
Displaying Route Details
You can display route details by using the Routes view.
To display route details
Tap Side Menu and then tap Routes to display the following:
The Routes list and details in the main pane or work area.
The calendar in the side pane showing the call scheduling information.
Drill down on a link in the Route Name field to open that route record.
All accounts associated with the route appear in the main pane after the route details.
Managing Orders for Siebel Consumer Goods
An order is a commitment on the part of the customer to purchase products and services at a specific price. It can be generated from a quote or created directly by a sales person, call center agent, and sales administrator.
The following procedures related to orders and order management are included in this topic:
Creating Sales Orders
Complete the following procedure to create a sales order.
To create a sales order
Navigate to the Call Items view.
Tap Side Menu and then tap Calls Items to display the following:
Call details and activities in the main pane.
Summary call details in the side pane.
Navigate to the call that you want using the navigation arrows in the main pane.
All activities for the call appear after the call details in the main pane.
Create a new record activity, of type Retail Order, as follows:
Tap New (the plus (+) icon) next to Activity in the main pane.
Enter the information for the activity in the fields that appear, and then save the record.
In the Type field, select Retail Order from the drop-down menu.
In the Description field, type in a description for the retail order.
Tap Start Activity.
A new retail order is created.
Drill down on the Retail Order link in the Type field to open the retail order in the Orders view.
In the Orders view, enter the order details by creating line items as follows:
Tap New (the plus (+) icon next) to Line Items in the main pane.
Enter the information for the order line item in the fields that appear, and then save the record.
The products available in the Products drop-down menu are taken from the distribution list for the particular account.
When the order is complete, tap Invoice to create an invoice for the order.
For more information, see Creating Invoices for Orders and Booking Orders.
End the (Retail Order) activity as follows:
Go back to the Call Items view.
Navigate to the call, and then and select the activity that you want to end.
Tap End Activity in the main pane.
When finished with a particular activity, you typically end the activity. For example, after you create an invoice for the activity, obtain a printout of the activity, and capture a signature for the activity, then you can end the activity.
Displaying Order Details (Siebel Consumer Goods)
You can display order details by using the Orders view.
To display order details
Tap Side Menu and then tap Orders to display the following:
The Orders list and details in the main pane or work area.
The calendar in the side pane showing the call scheduling information.
Drill down on a link in the Order Number field to open that order record.
All line items associated with the order appear in the main pane.
You can perform the following tasks from this view:
Modifying Order Details
You can modify order details by using the Orders view.
To display order details
Tap Side Menu and then tap Orders to display the following:
The Orders list and details in the main pane or work area.
The calendar in the side pane showing the call scheduling information.
To update an existing order, tap the record field that you want to update in the main pane, and update the field value.
You must navigate away from the record to save your changes to it.
Create a new order as follows:
Tap New (the plus (+) icon) in the main pane.
Enter the information for the new order in the fields that appear, and then save the record.
The following table describes some of the order fields.
Field Name
Description
Order Date
Displays the date the order was created.
Order Number
Displays the order number.
Type
Displays the order type, such as, RMA Return and RMA Exchange.
Status
Displays the status of the order. For example: Pending, New, Open, Booked, In-Transit, Shipped, Billed, Active, Paid, Closed, and so on.
Account
Select an account to associate the order to.
Location
Displays the account’s site location. This field fills in after you choose an account.
Price List
Select a price list to associate with the order.
Tax List
Select a tax list to associate with the order.
Priority
Select a priority (High, Medium, Low, Urgent) for he order.
Discount Percent
Select a discount to associate with the order if applicable.
Modifying Line Item Information for Orders
Complete the following procedure to modify the order detail (line item) information for an order.
To modify the line item information for an order
Tap Side Menu and then tap Orders to display the following:
The Orders list and details in the main pane.
The calendar in the side pane showing the call scheduling information.
Drill down on a link in the Order Number field to open that order record.
All line items associated with the order appear in the main pane.
To update an existing order line item, tap the record field that you want to update, and then update the field value.
Create a new order line item as follows:
Tap New (the plus (+) icon) next to Line Items in the main pane.
Enter the information for the new order line item in the fields that appear, and then save the record.
Creating Invoices for Orders
Complete the following procedure to create an invoice for an order in the Siebel Mobile application for Siebel Consumer Goods.
To create an invoice for an order
Tap Side Menu and then tap Orders to display the following:
The Orders list and details in the main pane.
The calendar in the side pane showing call scheduling information.
Drill down on a link in the Order Number field to open that order record.
All line items associated with the order appear in the main pane.
Tap Invoice in the main pane to create an invoice for the order.
When you tap Invoice, each order line item is checked to see whether there is sufficient stock available to fulfill the order. If insufficient stock is available to fulfill the order, then an error message similar to the following appears:
The quantity of Product <name> you ordered exceeds the number in stock. The maximum quantity you can order is <n>.If sufficient stock is available to fulfill the order, then the following happens:
Each order line is checked to verify that the total does not exceed the available credit. If the order total is greater than the available credit, then a warning message appears stating same.
The value in the Status field for the order changes to Billed.
All line items of zero-quantity are removed.
An invoice is created for the order.
Booking Orders
Complete the following procedure to book an order, which means that the order is booked but not billed. Invoices for the order will be processed at a later date.
To book an order
Tap Side Menu and then tap Orders to display the following:
The Orders list and details in the main pane.
The calendar in the side pane showing the call scheduling information.
Drill down on a link in the Order Number field to open that order record.
All line items associated with the order appear in the main pane.
Tap Book in the main pane to book the order.
The value in the Status field for the order changes to Booked.
(Optional) Tap Open to open and review the details of the booked order.
A booked order has not been billed yet (that is, no invoice has been created for it).
Printing Orders
Complete the following procedure to print an order in the Siebel Mobile application for Siebel Consumer Goods.
To print an order
Tap Side Menu and then tap Orders to display the following:
The Orders list and details in the main pane.
The calendar in the side pane showing the call scheduling information.
Drill down on a link in the Order Number field to open that order record.
All line items associated with the order appear in the main pane.
Tap Print Preview to preview the order details.
Tap Print to print the return order.
Managing Return Orders for Siebel Consumer Goods
A return order is an order that the customer returns. It contains products or services that the customer purchased on a specific date.
The following procedures related to returns and return management are included in this topic:
Collecting Returns (Creating Return Orders)
Van sales representatives typically check to see if customers have returned items. If so, a Return Merchandising Authorization (RMA) order must be generated. Complete the following procedure to collect returns (create return orders).
To collect returns
Navigate to the Call Items view.
Tap Side Menu and then tap Calls Items to display the following:
Call details and activities in the main pane.
Summary call details in the side pane.
Navigate to the call that you want using the navigation arrows in the main pane.
All activities for the call appear after the call details in the main pane.
Create a new record activity, of type Return Order or RMA Return, as follows:
Tap New (the plus (+) icon) next to Activity in the main pane.
Enter the information for the activity in the fields that appear, and then save the record.
In the Type field, select Return Order or RMA Return for example from the drop-down menu.
In the Description field, type in a description for the return order.
Tap Start Activity.
A new return order is created.
Drill down on the Return Order link in the Type field to open the return order in the Returns view.
In the Returns view, enter the return order details by creating line items as follows:
Tap New (the plus (+) icon) next to Return Order Line Items in the main pane.
Enter the information for the new return order line item in the fields that appear, and then save the record.
Line items are not limited to the authorized product distribution list. You can add any product that is available on your mobile device as a listed product, including discontinued products.
In the Returns view, tap Credit when you have finished adding return order line items.
When you tap Credit, the following happens:
The value in the return order’s Status field changes to Billed.
A Credit Note is created for the return order account.
An invoice is created for the return order.
The Invoices view opens showing the invoice for the return order.
In the Invoices view, tap Deliver.
When you tap Deliver, the following happens:
The value in the invoice’s Status field changes to Closed.
A Credit Memo is created for the return order account.
The inventory is updated.
End the (Return Order) activity as follows:
Go back to the Call Items view.
Navigate to the call, and then select the activity that you want to end.
Tap End Activity in the main pane.
After you have collected all the returned products from a particular activity, then you can end the activity.
Displaying Return Order Details
You can display return order details by using the Returns view.
To display return order details
Tap Side Menu and then tap Returns to display the following:
The Returns list and details in the main pane or work area.
The calendar in the side pane showing the call scheduling information.
Drill down on a link in the Order Number field to open that return order record.
All line items associated with the return order appear in the main pane.
You can perform the following tasks from this view:
Modifying Return Order Information
Complete the following procedure to modify return order information.
To modify return order information
Tap Side Menu and then tap Returns to display the following:
The Returns list and details in the main pane.
The calendar in the side pane showing the call scheduling information.
To update an existing return order, tap the record field that you want to update in the main pane, and update the field value.
You must navigate away from the record to save your changes to it.
Create a new return order as follows:
Tap New (the plus (+) icon) in the main pane.
Enter the information for the new return order in the fields that appear, and then save the record.
The following table describes some of the return order fields.
Field Name
Description
Order Date
Displays the date the order was created.
Order Number
Displays the order number.
Type
Displays the order type, such as, RMA Return and RMA Exchange.
Status
Displays the status of the order. For example: Pending, New, Open, Booked, In-Transit, Shipped, Billed, Active, Paid, Closed, and so on.
Account
Select an account to associate the order to.
Location
Displays the account’s site location. This field fills in after you choose an account.
Price List
Select a price list to associate with the order.
Tax List
Select a tax list to associate with the order.
Priority
Select a priority (High, Medium, Low, Urgent) for he order.
Discount Percent
Select a discount to associate with the order if applicable.
Modifying Line Item Information for Return Orders
Complete the following procedure to modify the line item information for a return order.
To modify the line item information for a return order
Tap Side Menu and then tap Returns to display the following:
The Returns list and details in the main pane.
The calendar in the side pane showing the call scheduling information.
Update an existing return order line item as follows:
Drill down on a link in the Order Number field to open that return order record.
All return order line items associated with the record appear in the main pane.
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.
Create a new return order line item as follows:
Tap New (the plus (+) icon) in the main pane.
Enter the information for the new return order line item in the fields that appear, and then save the record.
Capturing Signatures for Return Orders
Complete the following procedure to capture the electronic signature for a return order in the Siebel Mobile application for Siebel Consumer Goods. You capture the signature to verify that the contact reviewed the return order.
To capture the electronic signature for a return order
Tap Side Menu and then tap Returns to display the following:
The Returns list and details in the main pane.
The calendar in the side pane showing the call scheduling information.
Drill down on a link in the Order Number field to open that return order record.
All return order line items associated with the record appear in the main pane. Review the return order line items.
Tap Sign.
Information about the return order and about the contact for the return order appears in the main pane.
Capture the signature of the contact in the signature input box.
If you make a mistake when capturing the signature, tap Clear to clear the signature and start again.
Save the record when finished.
Printing Return Orders
Complete the following procedure to print a return order in the Siebel Mobile application for Siebel Consumer Goods.
To print a return order
Tap Side Menu and then tap Returns to display the following:
The Returns list and details in the main pane.
The calendar in the side pane showing the call scheduling information.
Drill down on a link in the Order Number field to open that return order record.
All return order line items associated with the record appear in the main pane.
Tap Print Preview to preview the return order details.
Tap Print to print the return order.
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
You can display inventory details by using the Inventory view.
To display inventory details
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.
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.
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 About the Siebel Mobile Aurora and Zante UI Themes.
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
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.
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.
Verify that the values in the following fields of the inventory record are correct:
Van Plate Number
Serial Number
Add a new mileage reading for the van as follows:
Tap Vehicle Details in the list in the side pane, and then tap New (the plus (+) icon) in the main pane.
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).
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
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.
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.
Tap Reconciliation in the list in the side pane.
Review the reconciliation information for each product in the van. This information is read-only.
Managing Cycle Counting for Siebel Consumer Goods
Before visiting outlets, van sales representatives must verify that the inventory on their mobile device matches the actual inventory in their van. Inventory is verified by performing a cycle count.
The following procedures related to cycle counting are included in this topic:
Displaying Cycle Counts
You can display cycle counts by using the Cycle Count view.
To display cycle counts
Tap Side Menu and then tap Cycle Counting to display the following:
The Cycle Count list and details in the main pane or work area.
The calendar in the side pane showing the call scheduling information.
The following table describes the fields in the Cycle Count list.
Field Name
Description
Status
The cycle count status, which can be one of the following: Assigned, Closed, Done, In Progress, Open, or Scheduled.
Drill down on the link in the Status field to see the product information for the cycle count and to perform a cycle count. For more information, see Performing a Cycle Count and Adding Products to the Cycle Count.
Inv Location
The location of the inventory associated with the cycle count.
Drill down on the link in the Inv Location field to see the details of the inventory location for the cycle count.
Due Date
The date that the cycle count is due.
Start Date #
The cycle count start time.
End Date
The cycle count end time.
Comments
The cycle count description.
Performing a Cycle Count
Van sales representatives verify their inventory by performing a cycle count.
To perform a cycle count
Tap Side Menu and then tap Cycle Counting to display the following:
The Cycle Count list and details in the main pane.
The calendar in the side pane showing the call scheduling information.
Select a cycle count record for the current date and time in the Cycle Count list.
Alternatively, tap New (the plus (+) icon) in the main pane to create a new cycle count.
To perform the cycle count:
Tap the Start button in the main pane.
Tapping Start records the start time for the cycle count, changes the value in the Status field to In Progress, and displays the Product information for the cycle count.
For an existing cycle count that has not been started, drill down on the Open link in the Status field.
Tap the List Products button in the main pane.
This populates the list of products for the cycle count by returning all products in the current van inventory belonging to the sales representative. This includes various product buckets such as Good, Defective, and so on.
Verify the count of stock in your van and then enter the amounts of each item in the Count column.
Note: You can also use the Count UOM1 and Count UOM2 fields to capture the count of the physical inventory. These fields represent two units of measure that are related by Case Pack, which is a value that the administrator sets up. Updates to the Count UOM1 and Count UOM2 fields also update the Count when it is committed based on the Case Pack.Tap Count Complete when you are finished entering the inventory amounts.
The records are locked, preventing any further changes.
If there are products with variances greater or less than zero, then select those products and tap the Adjust button to update the inventory with the current count.
The Adjust button processes the selected records only. Uses CTRL+Tap to select multiple records.
Finish the cycle count as follows:
Tap Side Menu, and then tap Cycle Counting to return to the Cycle Count list.
Tap the End button in the main pane.
The value in the Status field changes from In Progress to Done.
Adding Products to the Cycle Count
Complete the following procedure to add products to a cycle count.
To add products to a cycle count
Tap Side Menu and then tap Cycle Counting to display the following:
The Cycle Count list and details in the main pane.
The calendar in the side pane showing the call scheduling information.
Drill down on the link in the Status field for the cycle count record that you want to modify.
Add new products to the cycle count as follows:
Tap the List Products button in the main pane.
This populates the list of products for the cycle count by returning all products in the current van inventory belonging to the sales representative. This includes various product buckets such as Good, Defective, and so on.
Tap New (the plus (+) icon) in the main pane.
Enter the information for the new product in the fields that appear, and then save the record.
Only products that are in the current van inventory belonging to the sales representative can be added.
Managing Deposits for Siebel Consumer Goods
As a Van Sales representative, you might want to deposit payments you have collected during the day or view a history of all the deposits that you made. When you do so, you can record or review the information on your mobile device.
The following procedures related to deposits and deposit management are included in this topic:
Displaying Undeposited Payments
From the Deposits view, sales representatives see a list of undeposited payments collected during the business day and a deposit history list of deposits made.
To display undeposited payments
Tap Side Menu and then tap Deposits to display the following:
The Deposits view showing the deposit account details, the Undeposited Payments list, and the Deposited History list in the main pane or work area.
The calendar in the side pane showing the call scheduling information.
Navigate to the deposit account that you want using the Next and Previous buttons in the main pane.
All details for the selected deposit account appear in the main pane.
Depositing Payments
You deposit a payment by using the Deposits view. From the Deposits view, sales representatives select undeposited payment records and generate an actual deposit, creating a link between payment and deposit.
To deposit payments
Tap Side Menu and then tap Deposits to display the following:
The Deposits view showing the deposit account details, the Undeposited Payments list, and the Deposited History list in the main pane.
The calendar in the side pane showing the call scheduling information.
To deposit a payment:
Navigate to the deposit account that you want using the Next and Previous buttons in the main pane.
All details for the selected deposit account appear in the main pane.
Tap the down arrow next to Undeposited Payments in the main pane, and then select a record from the Undeposited Payments list.
Select one or more records as required. Select a record by selecting the check box in the Select field. Use Select All to select all records. Use Deselect All to deselect all records.
Tap New (the plus (+) icon) in the main pane and then enter the following information about where you want to deposit the payment as required:
Bank Account Number, Bank Check Number, Bank Name (this is a required field), Bank Routing, Comments, and Deposit Date.
Alternatively, tap Previous and Next in the main pane to navigate to the account where you want to deposit the payment.
Tap Deposit to record the deposit payment.
Viewing Deposit History
The following procedure shows you how to view the deposit history of deposits made. Shows the deposit history information of deposits made. For more information, see the following.
To view the deposit history
Tap Side Menu and then tap Deposits to display the following:
The Deposits view showing the deposit account details, the Undeposited Payments list, and the Deposited History list in the main pane.
The calendar in the side pane showing the call scheduling information.
Navigate to the deposit account that you want using the Next and Previous buttons in the main pane.
All details for the selected deposit account appear in the main pane.
Tap the down arrow next to Deposit History in the main pane.
The Deposit History list appears. The Deposit History list is read-only.
Managing Invoices for Siebel Consumer Goods
An invoice is a bill to the customer for parts, labor, and other expenses that you incur. Sales representatives review all outstanding invoices, deliver invoices, collect payments, and capture signatures.
The following procedures related to invoice management are included in this topic:
Displaying Invoice Details (Siebel Consumer Goods)
You can display invoice details by using the Invoice view.
To display invoice details
Tap Side Menu and then tap Invoices to display the following:
The Invoice list and details in the main pane or work area.
The calendar in the side pane showing the call scheduling information.
Drill down on a link in the Invoice Number field.
All details for the selected invoice appear in the main pane, which includes line item, payment, and value reconciliation information. For more information, see the following:
From the Invoices view, you can do the following to complete a sales order:
Tap Deliver to update the inventory details on the order and change the status of the invoice to Delivered. For more information, see Recording Invoice Delivery.
Tap Pay to initiate payment collection for the invoice. For more information, see Collecting Invoice Payments.
Tap Sign to capture a signature for the invoice. For more information, see Capturing Signatures for Invoices.
Tap Cancel to cancel the invoice. When you cancel an invoice, the value in the Status field changes to Cancelled.
Tap Print Preview to preview and print the invoice. For more information, see Printing Invoices.
Viewing Line Item Information for an Invoice
Complete the following procedure to view the line item information for an invoice.
To view the line item information for an invoice
Tap Side Menu and then tap Invoices to display the following:
The Invoice list and details in main pane.
The calendar in the side pane showing the call scheduling information.
Drill down on a link in the Invoice Number field to open that invoice.
All details for the selected invoice appear in the main pane.
Tap the down arrow next to Line Item in the main pane.
All the line items associated with the invoice appear in the main pane.
Viewing Payment Information for an Invoice
Complete the following procedure to view the payment information for an invoice.
To view the payment information for an invoice
Tap Side Menu and then tap Invoices to display the following:
The Invoice list and details in main pane.
The calendar in the side pane showing the call scheduling information.
Drill down on a link in the Invoice Number field to open that invoice.
All details for the selected invoice appear in the main pane.
Tap the down arrow next to Payment in the main pane.
All payments associated with the invoice appear in the main pane.
Viewing Value Reconciliation Information for an Account
Complete the following procedure to view the value reconciliation information for an account.
To view the value reconciliation information for an account
Tap Side Menu and then tap Invoices to display the following:
The Invoice list and details in main pane.
The calendar in the side pane showing the call scheduling information.
Drill down on a link in the Invoice Number field to open that invoice.
All details for the selected invoice appear in the main pane.
Tap the down arrow next to Value Reconciliation in the main pane.
Review the figures on the Value Reconciliation report that appears.
Recording Invoice Delivery
Complete the following procedure to record the delivery of an invoice. Delivering an invoice prompts an inventory reconciliation to be carried out.
To deliver an invoice
Tap Side Menu and then tap Invoices to display the following:
The Invoice list and details in the main pane.
The calendar in the side pane showing the call scheduling information.
Drill down on a link in the Invoice Number field to open that invoice.
All details for the selected invoice appear in the main pane.
Tap Deliver to record delivery of the invoice.
The status on the invoice changes to Delivered, and the inventory details on the order are updated as required (according to the invoice line items).
Collecting Invoice Payments
Complete the following procedure to collect the payment for an invoice.
To collect invoice payments
Tap Side Menu and then tap Invoices to display the following:
The Invoice list and details in the main pane.
The calendar in the side pane showing the call scheduling information.
Drill down on a link in the Invoice Number field to open that invoice.
All details for the selected invoice appear in the main pane.
Tap Pay in the main pane.
The Payments view opens showing the invoice details (with Pay, Print Preview, Cancel, Deliver, and Visit Home buttons) followed by the payments associated with the invoice.
Tap Pay to initiate payment collection for the invoice.
A Payment form for the payment record appears in the main pane.
To pay an invoice, you can either collect a new payment from the customer or use an existing credit source to pay the invoice.
To collect a new payment from the customer, do the following:
Tap New (the plus (+) icon) on the payment form to create a new payment record.
In the Method field, choose a payment type (for example: Automatic Debit, Check, Check, Wire Transfer, Cash, and so on).
In the Apply to Invoice field, type in the payment amount.
The Payment Total field defaults to the amount outstanding for the invoice. The Apply to Invoice field determines what is applied to the invoice. The amount applied to the invoice cannot be greater than the amount outstanding on the invoice.
Tap Commit.
A new payment record is created and the record automatically appears in the Payment list on the Invoices page. The value in the invoice Status field changes to either Paid or Partially Paid.
If an existing credit source exists (such as an open credit memo or residual payment credited to the customer), then the Payment form is prepopulated with the information and you do the following:
In the New Amount field, type in the amount to apply to the invoice.
Tap OK.
Tap Commit.
Capturing Signatures for Invoices
Complete the following procedure to capture the electronic signature for an invoice in the Siebel Mobile application for Siebel Consumer Goods. You capture the signature to verify that the contact reviewed the invoice.
To capture the electronic signature for an invoice
Tap Side Menu and then tap Invoices to display the following:
The Invoice list and details in the main pane.
The calendar in the side pane showing the call scheduling information.
Drill down on a link in the Invoice Number field to open that invoice.
All details for the selected invoice appear in the main pane.
Tap the down arrow next to Line Item, Payment, and Value Reconciliation to review all the line item, payment and value reconciliation information associated with the invoice.
Tap Sign.
Information about the invoice and about the contact for the invoice appears.
Capture the signature of the contact in the signature input box.
If you make a mistake when capturing the signature, tap Clear to clear the signature and start again.
Save the record when finished.
Printing Invoices
Complete the following procedure to print an invoice in the Siebel Mobile application for Siebel Consumer Goods.
To print an invoice
Tap Side Menu and then tap Invoices to display the following:
The Invoices list and details in the main pane.
The calendar in the side pane showing the call scheduling information.
Drill down on a link in the Invoice Number field to open that invoice.
All details for the selected invoice appear in the main pane.
Tap Print Preview to preview the invoice details.
Tap Print to print the invoice.
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
Field representatives typically perform the following tasks in the following approximate order:
Before you start your calls for the day, review and check the calls that are scheduled. For more information, see the following:
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:
One of your assigned activities might be to conduct a retail audit or a merchandising audit. For more information, see the following:
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:
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:
Performing Supplemental Tasks for Siebel Consumer Goods
Additional tasks that a field representative might perform throughout the day include the following: