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How to Register a Lost Sale

The purpose of this document is to learn how to register lost sales in Autosoft so you can keep a track of these. 

 

Lost sales can be registered through doing a Parts quote. Please see below the process on how this can be done in Autosoft 

 

1. Go to - Parts - Invoicing - Invoicing 

2. Enter in Account Name, Invoice Type as "Quote", Sales Person and the Date

3. Enter in the Item code of what you are quoting up

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4. Send the quote off to the customer - via Email, Fax or Post

5. Save the quote in the system by clicking on "Save Invoice

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6. Once the customer as has advised you that they are not going to go ahead with the quote that was provided you can bring up the quote.

  • Go to Recall Invoice and in the Ref Column type in the Quote Number

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7. Now that you have the quote in front if you

  • Click on "Lost Sale" a small window will appear for you called "Lost Sale"
  • Fill in the details like, Date, Type, Qty and also Comment and click OK

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8. Now that you have processed it as Lost Sale you can abort the invoice if you go to Parts - Stock - Stock Master File and not select a part 

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9. Go to Query Tab - and select from the selection the report called "Lost Sales" you will see the entry that you processed through the Parts Invoice as Lost Sale. 

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