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

1. 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.

2. 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.

3. Update an existing merchandising audit as follows:

   1. 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.

   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 new products for merchandising audit as follows:

   1. 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.

   2. 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.

5. Capture images for merchandising audit products as follows:

   1. Tap Merchandising Audits in the list in the side pane.

   2. Select the record that you want to modify, and then tap New File next to Images in the main pane.

   3. 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.

6. After completing a merchandising audit for the call, end the activity as follows:

   1. Navigate back to the Call Items view and select the activity, of type Merchandising Audit, that you want to end.

   2. Tap the End Activity button to record the end date and time for the activity.