The Lost Sales in Insight Works Counter Sales allows users to capture information on sales that cannot be completed such as an item being out of stock or the specific item requested by the customer is no longer available.
You can enter Lost Sales from the Counter Sales Order page and the Enhanced Item Search page:
- From the Counter Sales Order page, after entering the sales line with the item choose the Create Lost Sale action from the Lines menu.
- From the Enhanced Item Search page, choose the Actions menu, then choose the Functions menu, and then choose the Create Lost Sale action.
From the Counter Sales Lost Sale page, you can capture information on the lost sale, such as the customer and item, and why it cannot be completed, such as the standard reason or general comments. After entering the information click the OK button to close the page and record the lost sale. If the page was accessed from the Counter Sales Order page you will be prompted to delete the selected sales line.
You can view historical Lost Sales by navigating to the Counter Sales Lost Sales page.