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<< Click to Display Table of Contents >> Lost Sales Order/Quote |
  
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<< Click to Display Table of Contents >> Lost Sales Order/Quote |
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The Lost Sales Quote window will be displayed once you canceled a sales quote and chose to save the cancelled sales quote to the lost sales quote table. The line items included in the cancelled sales quote will be filled out in the Item # grid. This window allows you to enter the reason behind the cancellation of the sales quote.
Perform the following procedures to save the lost sales quote record:
1.For each of the items listed in the grid, enter a reason code for the cancellation of the sales quote. Click the List box button adjacent to the Default Reason field to display a list of available Line Items Reason Code; then, click the reason code to select.
2.You may click the Apply All button beside the Default Reason field to set as default the chosen reason code.
3.When you are ready to save the record, click the Save button; otherwise, click the Cancel button.
oSave
If you clicked the Save button, a message box will display informing you that only cancelled sales order/quote line items with reason codes will be saved to the Lost Sales Order/Lost Sales Quote file. Click Yes to proceed; otherwise, click No. |
oCancel
If you clicked the Cancel button, the system will ask for your confirmation if you want to discard the changes made. If you click Yes, all the changes made will be lost and the cancelled sales order/quote will not be saved to the lost sales order/sales quote table. If you click No, you will be directed back to this window. |
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