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Managing lost business codes.

This article explains in detail how to manage lost business codes.

Lost business codes can be setup to track reasons for why a sales order was cancelled. When cancelling an order, you'll be given the option to chose a reason and enter a note. You can setup and manage lost business codes in Configuration Manager.

  1. Go to File > Configuration Manager
  2. Double click Sales Orders 
  3. Click Lost Business
  4. Click Edit on the top menu bar to go into edit mode.
  5. From here you can add new lost business reasons, change existing ones, mark a reason as active/inactive or highlight a row and hit the Del key to delete a reason.
    1. reasons 
    2. Reason is a short code (max 5 characters) to identify the lost business reason.
    3. Description is to briefly explain the reason.