Lost Demand in Sales Orders
Overview
This video will show you how to use lost demand in sales orders and report on lost demand items. Lost demand is where the customer no longer wishes to purchase an item either because they have found it cheaper elsewhere or it might be out of stock and they don't want to wait for it. Rather than deleting the stock item which means you can't report on it, using Lost Demand allows you to report on these items. Step by step instructions can be found below the video.
Steps
- In your Sales Order, green-select the item the customer no longer wishes to buy.
- Ensure you are in Edit mode.
- Use the Actions button to select Lost Demand.
- Confirm in the pop-up.
- The item will be deleted from the order and added to the Lost Demand report.
- Once the sales order has been processed Lost Demand items can be viewed in the Reports area by using the Filters button on the Product Item Sales report.