System Data Lost Demand Reasons
Table Of Contents
Lost Demand Reasons allow you to record why a customer chose not to proceed with a product on a sales order. When enabled, users must select a reason whenever an item is marked as a lost demand.
Recording lost demand reasons can help you identify trends, understand why sales are being lost, and improve purchasing and stock management decisions.
Before You Begin
The Lost Demand Reasons feature must be enabled before the screen becomes available.
To enable this feature:
[ System Values | Sales - Order Display | Use Lost Demand Reasons ]
For more information, see How To: Use Lost Demand Reasons.
Reason Grid
The Reason Grid contains the list of available lost demand reasons.
| Field | Description |
|---|---|
| Reason (maximum 50 characters) | The reason why the customer did not proceed with the item on the sales order. This field is mandatory when using structured lost demand reasons. |
Examples of Lost Demand Reasons
Common examples might include:
- Too expensive
- Purchased elsewhere
- Long lead time
- Product discontinued
- Customer changed mind
- Alternative product selected
The reasons available to users are defined within this grid and can be updated to suit your business requirements.
Reason Grid Context Menu
The following options are available when right-clicking within the Reason Grid.
Apply Value Range
Apply Value Range allows you to enter a value and apply it to all currently selected rows for the active column.
This can save time when updating multiple records at once.
Clear Selection
Clear Selection removes the current row selection within the grid.
This is useful when multiple rows have been selected and you need to start a new selection.
Additional Information
Lost Demand Reasons provide valuable reporting data by capturing why sales opportunities are missed. Accurate and consistent use of these reasons can help identify recurring issues, improve stock availability, and support better business decisions.