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

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 in the main pane.

3. Update an order for an ongoing call as follows:

   1. 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.

   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. After completing an order for the call, end the activity as follows:

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

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

5. Review all the orders associated with the account as follows:

   1. Tap Orders in the list in the side pane.

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

   2. 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.