To track Lost Sales:

•  Order Processing (Module 6)
  • ​Order Entry & Editing (Task 1)
    • ​Enter New/Change Existing Order (Sub-task 2)
      • ​When selecting the action of an order (on the ‘Collection’ screen), instead of selecting the action of “Cancel (21)”, select the action “Lost sale (23)”.   A list of user-defined Lost Sale reasons will appear on the screen, i.e.:
        • 1: No stock
        • 2: High price
        • 3: Delivery time
        • A: No reason
        • C: Cancelled

      • ​The cursor will then be at the system prompt:

        • Please enter reason for lost sale:

          • If a reason for the Lost Sale is entered, the items from the sales order will be in the Lost Sales Maintenance program (Task 23) and the sales order will be cancelled.

          • If the left arrow is used instead of selecting a Lost Sale reason, the following message appears:

        • ​Use left arrow if you do NOT want to do a lost sale

          • Lost sale aborted. Order will remain open.   

          • CR TO CONTINUE

Lost Sale Table:

To create the user-defined  Lost Sale reasons go to:

• Order Processing (Module 6)
  • System Management Functions (Task 32)
    • Modify Application Tables (Sub-task 17)
      • Lost Sales Types (Option 12)
        • Example:
          • “1” , “No stock            “
          • “2” , “High price         “
          • “3” , “Delivery time    “
          • “A” , “No reason         ”
          • “C” , “Cancelled          “

Force Cancelled Order Items To Lost Sales

To track the items on all of the cancelled ordered using the Lost Sales Maintenance (Task 23), a parameter needs to be set, go to:

• Order Processing (Module 6)
  • System Management Functions (Task 32)
    • Modify Parameter Files (Sub-task 22)
      • 0/E – General (Option 1)
        • Look for the parameter:  LST'AUD'REA=
        • If one of the reasons is “C” , “Cancelled”, this parameter would be set to C.  This is the default ‘reason’ for all items on cancelled orders (when the action of Lost Sales – 23 is not selected but the action Cancel was selected instead).   If left blank, the items won’t be tracked unless Lost Sales – 23 is selected. 

Print Report Of Lost Sales

To print a report of lost sales go to:

• Order Processing (Module 6)
  • Lost Sales Maintenance (Task 23)
    • Print Selected Lost-Sale Records (Sub-task 4)
      • The printing options are:
        • Starting & ending customer #
        • Starting & ending reason code
        • Starting & ending date
        • Starting & ending item number
        • Suppress detail records?

A report may be printed, as example,  for all customers for a reason (i.e. C “Cancelled”), for one month.  This would show you all of the items from cancelled orders for one month.