How do I Record a Lost Sale in Stock Control?

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Summary

The following article explains how to record a lost sale using Stock Control.

More Information

There can be a number of reasons for losing a sale. For example, you may not have the item in stock, the customer may choose not to buy at that time, or may deem that you are too expensive. You can record the reason for a lost sale so that you can analyse these at your leisure and see what you need to do to reduce the occurrence. The following article explains how to do this.

From Point of Sale

  • In Point of Sale, click on the <sad face> button at the top of the window or press <Shift+F2> to pull up the lost sale pop-up.
  • In the "Stock Code" field, enter the stock code of the item you could not supply, or press <Ctrl+F1> to search for it.
  • In the "Date" field, enter the date of the lost sale.
  • In the "Quantity" field, enter the quantity of the item you could not supply.
  • In the "Notes" field, enter the reason that you lost the sale, e.g. 'No Stock' or 'Price'.
  • Press <Esc> and <Accept> to record the lost sale.

From Invoicing & Customer Orders

  • In " Stock Control Invoicing & Customer Orders", press <Shift+F2> to pull up the lost sale pop-up.
  • In the "Stock Code" field, enter the stock code of the item you could not supply.
  • In the "Date" field, enter the date of the lost sale.
  • In the "Quantity" field, enter the quantity of the item you could not supply.
  • In the "Notes" field, enter the reason that you lost the sale.
  • Press <Esc> and <Accept> to record the lost sale.

Reporting on Lost Sales

Go to " Stock Control Lost Sales Lost Sales Report/Cleardown"

  • In "Depot", ensure your correct stock depot is displayed.
  • In "Report to", choose whether the report goes to screen or printer.
  • In "Stock Group", enter a particular stock group to report on or press <Ctrl+F1> to search.
  • In "First Stock Code" and "Last Stock Code", enter the range of stock codes to search on.
Leaving the above filters blank will bring back all results.
  • In "First Date" and "Last Date", enter the date range for the report.
  • Pressing <F2> will produce the report based on the search criteria above to either screen or printer.

See also


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Keywords AND Misspellings
lost, walkout, point of sale, stock
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