In the REPORT module, under the Sales Follow-up section.
A report makes it possible to list all abandoned transactions by displaying the related details:
- The company
- The document type
- The transaction number
- The abandonment transaction comment
- The abandonment transaction date
- The deal number
- The deal status
- The deal loss date
- The deal loss reason
- The lost deal comment
- The sale type
- The seller’s name
- The name of sales order client
- The brand
- The model
- The version code
- The net total
- The discount
- The pricing
Privileges
This report is subject to user rights in REPORTS › SALES REPORTS › VIEW THE ABANDONED TRANSACTIONS