Description

This article explains how to open Analyse Sales Report by Lost Sales list. This report display cancelled Sale Orders and Items List.

Detail Steps

To turn On setting for Cancelled Sales:

  1. Login to WMS as superuser
  2. Go to Tools > Preferences > Sales Tab
  3. Tick the box below

      4. Record Preferences


To access Report:

  1. Open WMS
  2. Select Customer or *Show All

      3. Select Location or *Show All

      4. Select Item or *Show All

      5.  Select Salesperson or *Show All

     6. Select Date range

     7. Select Date Type

     8. Select Job code:

    9. Select Priority or *Show All

   10. Select Report Type: Summary or Detail

   11. Open Advanced Tab

   12. Select Supplier or *Show All

   13. Type Purchase order or *Show All

   14. Select Referral Source or *Show All

   15. Generate Report


Example Report in Summary Type:

Example Report in Detail Type:

Related Information

If encounter issue running Report please contact Datapel Support team.

Reporting

Exporting Reports