Lost Sales: Listing

Use the Lost Sales screen to view equipment lost sales. To access the screen, navigate to Management Central > Equipment > Lost Sales.

Equipment lost sales are recorded on the Add a Call screen by entering LS (Lost Sale) in the Select Result field. The Equipment Lost Sales screen appears after selecting lost sale, allowing you to record further information related to the equipment lost sale.

Sorting options on the Lost Sales screen are:

Sort by
Field	Description
Make/Model	Sort the search results by make/model code.
Total Lost Sales	Sort the search results by total lost sales.

Search fields on the Lost Sales screen are:

Field	Description
Select Salesperson	Search for lost sales by entering a salesperson.
Select Competitor	Search for lost sales by entering a competitor.
Select Reason	Search for lost sales by entering a reason.
Select Result	Search for lost sales by selecting a results option from the drop down list.
Select Date Range	Narrow down the lost sales search results by selecting a date range. The first line of lost sales data in the search results reflects the dates entered in the Select Date Range fields.
Comparison Date Range	Enter a date range to compare against. The second line of lost sales data in the search results reflects the dates entered in the Comparison Date Range fields.

Fields on the Lost Sales screen are:

Field	Description
Make/Model	The manufacturer of the unit. The model number on the unit.
Months	The amount of lost sales by month.
Total	The total amount of lost sales.

Click on the Date to open the Call History screen allowing you to view a history description of the recorded equipment lost sale.