Work with Accounts

As a salesperson, you can get a wholesome view of your account and your store visit. Find eligible promotions, order and visit history, store binders in the form of tiles, and other information.

If you're using the tablet device, you can also update accounts and manage related contacts for the account.

To view and update your account details from the route assigned to you:

1. On the Summary tab of the Calendar page, tap the account name to view the profile.

   Tip:

   Alternatively, tap account name on the expanded appointment card on the Appointments tab of the Calendar page to view the account profile.

   View your account-specific details like primary contact, address, and other details in the form of tiles. Following account details are displayed in the form of tiles:

   Account Details	Description
   Eligible Promotions	Shows a count of active promotions for the account for upcoming 90 days.
   Order History	Shows a count of orders for the account and the sum of all the orders.
   View History	Shows the count of completed appointments for the last 90 days.
   Store Binders	Shows a list of store binder attachments for promotion presentations and so on.

2. Tap the Edit icon.

   On the Edit Account page, update your Account Name, Primary Contact, Owner, URL, and address related information.

3. Tap Save.

Create Accounts

As salesperson, you can now create an account, associate it to a call, and assign it to a route.

1. Tap the Accounts > Create Account.

2. On the Create Account page, specify your Account Name, Account Type, Owner, URL, and address related information.

3. Tap Save.

   Your new account is created. You can proceed to add contact details.

Note:

Creation of new accounts within the mobile application requires access to the Create function of the Accounts REST API. This access is governed by settings and profile options within Accounts, see the Create an account section in the Accounts chapter of the REST API for CX Sales and B2B Service guide for more information. Also see the Oracle Trading Community Architecture User guide.

Add Contacts

You can create, edit, or delete contacts associated with an account.

To create a contact, go to the Contacts tab on the Account detail page and tap Create icon.

To edit an existing contact, go to the Contacts tab from the Accounts page and tap the contact. On the Contact details page, tap the Edit icon.

To delete an existing contact, navigate to the Contacts tab from the Accounts page. On the Contacts list page, swipe left to delete a contact.