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.