Recording a Lost Sale

Parts lost sales are used to indicate to the system that a parts sale was lost. You can select a parts lost sales reason code (set up on the Lost Sales screen) to indicate the exact reason the sale was lost. The reason code can also be used to record demands for the part in the parts system. Recording demands on a part indicates to the system that order parameters need to be altered for a non-stocked part.

You can view the parts lost sales on the Parts - Lost Sales screen located at Management Central > Parts > Lost Sales.

Note:  If security switch Force Lost Sale Code on Deleted Line in system 823 is active, the user is prevented from deleting parts off of an invoice and is forced to record a deleted part as a lost sale (cash code 4).

  1. From on anywhere in IntelliDealer, navigate to Product Support > Parts > Parts Invoicing, then click the Parts Invoice Details tab.


  2. Locate the part you wish to delete and enter cash code 4 in the corresponding Cash Code field.
    - or -
    Click on the Search icon and select cash code 4 (lost sale) from the Select Cash Code screen.


  3. Click Save.

  4. Select a lost sale reason.

    The Parts Invoicing Details tab appears. The Price and Extended Price fields of the part recorded as a lost sale are empty and the Total reflects the change indicating that the customer will not be charged for the part line item.


Security: 823 Product Support - Parts Invoicing

Revision: 2025.03