Modifying Promotional Items for a Call

Complete the following procedure to modify the promotional items for a call. You give promotional items to the customer during the call. Given promotional items are dropped promotional items. Promotional items apply to contact or attendee calls, and not to account calls.

Before you submit a call for processing, you can modify the promotional item information for the call. You can give only products that meet the following criteria to the customer as promotional items:

• The products are allocated to the sales representative.

• The products are available in the inventory of the sales representative.

• The products are active on the current date.

To modify the promotional items for a call

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

   • The calendar showing the call planning information in the main pane.

   • The Contacts and Accounts list in the side pane.

2. Tap a call on the calendar in the main pane to open it and display the following:

   • The details for the selected call in the main pane.

   • A list in the side pane in which you can select the related items for the call.

3. Update an existing call promotional item as follows:

   1. Tap Promotional Items Dropped in the list in the side pane.

      All promotional items associated with the call appear in the Promotional Items Dropped list in the main pane.

   2. Tap the promotional item that you want to update.

   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. Add a promotional item to the call as follows:

   1. Tap Promotional Items Dropped in the list in the side pane, and then tap Add in the main pane.

   2. Enter the quantity of the promotional item to give to the call customer in the Quantity field, and then tap OK.

      The following table describes the other fields.

      Field Name	Description
      Name	Displays the name of the promotional item.
      Quantity	Type the quantity of the promotional item to give to the call customer.
      Max Qty	Displays the maximum quantity of the promotional item that the sales representative can give to the call customer in the allocation period.
      Available Qty	Displays the quantity of the promotional item that is currently available to the sales representative.