Adding a Lost Sales Code

Adding a Lost Sales Code allows you to set up lost sales reasons for use within the parts application.

1. From any IntelliDealer screen, click on the Configuration tab.
   The Configuration Quick Links screen will appear.

   
   

   Configuration Quick Links screen

2. From the Parts list, click the General link and select Lost Sales from the drop down list.

   
   

   Configuration Quick Links screen

3. The Lost Sales screen will appear.

   
   

   Lost Sales screen

4. On the Lost Sales screen, click on the Need to create a new lost sale code?Click here to add link.
   The Lost Sales screen will appear.

   
   

   Lost Sales screen

5. On the Lost Sales screen, enter a three digit alphanumeric code to represent the lost sales code within the parts application.

6. Enter a brief Description of the lost sale code.

7. Select the Record Demand checkbox to record the demand of the lost sale code on the part billing run.

8. On the Lost Sales screen, click the Save button to save the new lost sales code and return to the Lost Sales screen.
   - or -
   Click the Save & New button to save the new lost sales code.
   The Lost Sales screen will refresh allowing you to add another lost sales code without closing the screen.