Entering a Lost Sale

To record a customer inquiry to be treated as a "Lost Sale", the procedure is as follows:

Known Item. If the item is a stocked item but the customer has requested a quantity that far exceeds the maximum quantity of that item that is ever held in stock:

• Code. Click in the box and enter the stock item number, or use the [up/down arrow keys] to select.
• Description. This will automatically appear once the item number has been entered.
• Quantity. Enter the quantity that the customer has requested.

  

Unknown Item. If the item requested is a non-stock item.

• Code. Enter an appropriate reference number .
• Description. Enter in a Description.
• Quantity. Enter the quantity that the customer has requested.
• Caption: Record details of the customer inquiry regarding the above information.
• Save [F9]

  

NB. Any References that have been previously set up under the Group Maintenance <GM> function can be chosen from the Reference table. Choose References applicable to the Lost Sale that can be reflected in reports required.

Reports can then be written and run regularly, so that lost sales can be followed up.

Eg. Deciding to start stocking items that have been repeatedly requested.

Buying a further quantity to accommodate the customers request.

Data recorded against the Lost Sale <LS> function can be accessed through the Lost Sale List <LSL> function. For further information refer to this section.