Like with counter sales, you can log lost sales from the Service R/O Parts screen.
Step 1. From the Parts Inventory menu, select Service Sales. The Service R/O Parts menu opens.
Step 2. Click Line Parts. The Service R/O Parts screen opens. If you do not integrate with Service Writing, this screen automatically opens when you click Service Part Sales on the Parts Inventory menu.
Step 3. Pull the repair order by clicking the R/O List button and selecting the repair order from the list or by simply typing the RO Number in the R/O field.
Step 4. If a part number is not in your current inventory or the quantity entered for a part is larger than the on-hand quantity, the system displays a “Press Alt+F7 to log lost sales” message.
Step 5. Press ALT+F7.
Step 6. The system displays a message indicating it has recorded the lost sale. Click OK to acknowledge the message.
Step 7. If the part is in your current inventory but you cannot meet the demand for the part, the system adds the lost sale to the part’s lost sales totals for the quarter. If the part is not currently in your inventory, the system adds the part number to your inventory records and calls the part “Lost Sale.” The bin for the part is LS, and the stocking status for the part is L for lost sale.