Set Up and Use Lost Sale Reason

Modified on Thu, 15 Jun, 2023 at 4:31 PM

1. Open "Parts" from General page.

Screenshot of: Open "Parts" from General page.


2. Click here.

Screenshot of: Click here.


3. Click "Lost Sale Reason"

Screenshot of: Click "Lost Sale Reason"


4. Click "Code"

Screenshot of: Click "Code"


5. Enter reason code here.

Screenshot of: Enter reason code here.


6. Enter reason description here.

Screenshot of: Enter reason description here.


7. Click "Add" to save Lost Sale Reason.

Screenshot of: Click "Add" to save Lost Sale Reason.


8. To use Lost Sale Reason, select part number you'd like to record it for (General > Parts > select part number).

Screenshot of: To use Lost Sale Reason, select part number you'd like to record it for (General > Parts > select part number).


9. Click edit.

Screenshot of: Click edit.


10. Scroll down to Pricing/Qty tab.

Screenshot of: Scroll down to Pricing/Qty tab.


11. Click "Record Lost Sale"

Screenshot of: Click "Record Lost Sale"


12. Enter Lost Sale Quantity here.

Screenshot of: Enter Lost Sale Quantity here.


13. Select Reason for Lost Sale from dropdown.

Screenshot of: Select Reason for Lost Sale from dropdown.


14. Enter comments (optional).

Screenshot of: Enter comments (optional).


15. Click "Done"

Screenshot of: Click "Done"



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