This functionality allows your staff to keep track of quotes that failed producing a table of parts that might be considered for a stocking order.
The report: Parts Sales > Parts Inventory> Reports> Part Lost Sales (Detail or Summary)
This report reviews data recorded when a quote fails to result in a sale.
How to record lost sales:
When a client requests information on a part, staff immediately open a Parts or Service Invoice and add the part to the invoice. The invoice can be in any status to add a part to the lost sales data table - even cancelled invoices can be reviewed for adding lost sales.
To set the part to lost sales. When the quote is ready to be cancelled, right click on the part and select Add to Lost Sales
Review the information and save. You can now cancel the invoice
To Run the report to review the Lost Sales Data, go to Parts Sales > Parts Inventory> Reports> Part Lost Sales (Detail or Summary) and select your parameters for the report
and review the resulting report:
The Lost Sales information can also be viewed on the Parts Detail Screen: