How do you define a lost sale?

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....

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.

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.

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.

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...