Editing a Lost Sales Code

  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, fill out the appropriate fields and click the Go >> link.
    The Lost Sales screen will refresh listing the generated search results.


    Lost Sales screen

  5. Click on the Code.
    The Lost Sales screen will appear.


    Lost Sales screen

  6. On the Lost Sales screen, you may edit any of the available fields within the selected lost sales code.

  7. Click the Save button to save any changes made to the lost sales code.
    - or -
    Click the Save & Next button to save any changes made to the lost sales code and continue to the next lost sales code on the list.