Parts - Lost Sales

Data Source: CMASLSP

To open the Parts - Lost Sales screen, hover over the Management Central link from anywhere within IntelliDealer and select Parts> Lost Sales from the drop down list.

The Parts - Lost Sales screen allows you to view parts lost sales that were recorded in the Parts Invoicing application. See Recording a Lost Sale.

The following is a description of the sorting options available on the Parts - Lost Sales screen:

Sort by
Field Description
Date Sort the search results by date.
Part Number Sort the search results by part number.

The following is a description of the search fields that appear on the Parts - Lost Sales screen:

Field Description
Select Source Search for part lost sales that were recorded either in the Parts Counter module, or in Requisitions.
Select Reason Search for part lost sales by entering a reason.
Select Salesperson Search for part lost sales by entering a salesperson.
Select Date Range Narrow down the part lost sales search results by selecting/entering a date range.
Select Location Search for part lost sales by entering a branch location.
Select Customer

Search for part lost sales by entering a customer number.

The following is a description of the fields that appear on the Parts - Lost Sales screen:

Field Description
Part Number The number of a part that has record any lost sales within the parts invoicing application.
Date The date the sale was lost.
Source The area in which the part sale was lost; either Parts Counter or Requisitions.
Reason

The reason the sale was lost.

Note:  Valid Parts Lost Sale Reason codes and Parts Requisition Lost Sale Reason codes are configured on the Parts Lost Sales and Parts Requisitions Lost Sales screens, respectively.

Note:  Parts Lost Sale Reason codes and Parts Requisition Lost Sale Reason codes will only be recorded and displayed if the Record Lost Sale Reasons and Record Requisitions Lost Sale Reasons switches are activated on the Authorization List For Product Support - Parts Invoicing screen.

Location The branch location where the sale was lost.
Customer The customer associated with the lost sale.
Salesperson The salesperson associated with the lost sale.

Click on a Part Number to open theParts Profile screen.