Vision offers you the ability to track sales opportunities that were missed for the following reasons:
The warehouse or store did not have a product in stock when a customer requested it, and the customer did not want to wait until (1) the stock could be sourced from another warehouse or an outside vendor or (2) the stock could be replenished by a vendor.
The product that a customer requested did not exist in your system's database at the time a customer requested it. In other words, your company does not sell the requested product.
The Warehouse maintenance on the System Configuration screen of the Vision Configuration tab is where you specify that a warehouse should track lost sales during order entry on the Customer Service tab.
The Product screen on the Customer Service tab is where customer service reps identify lost sales opportunities. For more information, refer to Identify Lost Sales.
You can use the Lost Sales Report and Update option, available in Vision Back Office, to generate reports that list sales opportunities that were missed during order entry using the Vision graphical user interface (GUI). For more information, refer to Lost Sales Report and Update. In addition, the year-to-date lost sales for a specific product is displayed on the Product Management tab. For more information, refer to the description of the YTD Lost Sales field on the Main screen of the Product Management tab.
Note: To access the Warehouse maintenance, you must have the proper security privileges. The File Maintenance Warehouse job function needs to be assigned to one of your roles. Roles are assigned to users in the User Maintenance on the Security Maintenance screen of the Vision Configuration tab. For more information, refer to About roles and job functions.
On the Vision Configuration tab, click the System Configuration button. The System Configuration screen appears.
Click the Warehouse folder to expand its contents.
Click the folder for the warehouse you would like to modify.
Click the Purchasing folder. The Purchasing screen appears.
If lost sales should be tracked in this warehouse, select the Track Lost Sales check box.
If lost sales should not be tracked in this warehouse, clear the Track Lost Sales check box.
Click the Accept button to save your changes.