How To track Lost Sales?

SOLVED

Would someone be able to tell how I would go about setting up a way to track lost sales?  We are using Sage 100 Advanced ERP, Version 5.00.1.0...

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  • 0 in reply to BShockley

    Assuming a customer comes in to get an item and we do not have it.  We ask if they would like us to order it for them.  Some say no and leave.  We want to be able to track if this is an item being asked for repeatedly and something we should start stocking.  We also would like to track other instances such as did we lose the sale to another local competitor or to Internet sales, etc....

  • 0 in reply to Klozter

    As there is no transaction in MAS this is not something you would track in it. You would need another application such as an Access or a CRM package that would allow the entry of information such as this.

  • 0 in reply to BigLouie

    You could turn on sales order history.   You would then have to enter a sales order for those lost opportunities,  then cancel it.   The sales order will still be present in the history and will have a cancellation code that could be referenced.

    A little bit painful,  but if you really want to track lost opportunities there would be data entry no matter what.

  • 0 in reply to TomTarget
    verified answer

    Thank you for your response.  We have found that out and are now creating a way of tracking using Crystal Reports and adding a custom menu.

    Thank for all responses...