Question
How can I record each cancelled part enquiry as a lost sale?
Answer
You can choose to set parameters so that you will be recording lost sales from cancelling part enquiries.
If you are in Parts > Sales > Invoice and adding parts to a customer enquiry once they're added to the enquiry screen your customer may decide they do not wish to continue with the sale or order.
In this case double click into the part and it will put it back into the selector, change the quantity to 0 and hit accept, this will remove the part from enquiry. Alternatively, if they change their mind about all the parts on the enquiry, exiting will do the same. If your parameters are set up these processes will record a lost sale.
The parameters to set this up can be found under Parts > Distribution > Parameters > General;
Lost Sale On Cancel From Part Enquiry will first need to be ticked in order for these to be recorded. Then you will need to set the lost sale reasons it will use, depending on if the part has availability, under Enq. Available Part Lost Sale Reason and Enq. Unavailable Part Lost Sale Reason.