Managing Lost Orders
You can track lost deals and reasons. Users can add this information anytime they delete a pending or incomplete order, as well as when deleting fully approved orders or line items. You can find all of your lost deals in the Lost Sales Report.
Start by setting up some common lost reasons under the Settings > Sales > Lost Sales Reasons. You can add or disable your reasons in the system. Each reason requires a name, but you can also add a description.
You should also review your system configuration ‘Provide Lost Sales Reason’ by going to Settings > System Configurations – Sales – Orders. If you set this configuration to ‘Required’, then whenever deleting an order or line item, your reps will be required to choose from one of your Lost Sales Reasons.
When you delete an order you can select from one of your reason and add a note.
You can review all lost sales in the Lost Sales Report. The report can be filtered by the Lost Sales Reason and you can see user's comments if applicable
Important
To delete or re-instate an order or line item, you must have the correct permissions. ‘Delete Pending/Incomplete Orders and Line Items’ and ‘Delete 100% Orders and Line Items’ are the two most applicable. You may also wish to review the permission ‘Delete Any Reps Orders and Line Items’, without which you can only delete your own items.
Updated 10/18/2022