Overview
You can register opportunities from non-sold products and that you would like to keep an eye on. You can save your lost sales from anywhere on the system using the keyboard shortcut Ctrl + L. This information will be automatically available via Komet Analytics.
How to record a lost sale
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You can access the Record a lost sale functionality from most parts of Komet Sales by using its keyboard shortcut and from the Add Prebook and Add Order screens. The following is an example of how to record a lost sales from the Order Entry module:
A confirmation message will appear at the bottom right-hand corner of the screen.
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Record lost sales from Multi-Location companies
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For multi-location companies, the system will show by default the location of the system screen you have verified orders. You can also use the location drop-down list to select other locations you might want to record a lost sale.
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Once you record a lost sale, its information cannot be changed or deleted. |
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