> ## Documentation Index
> Fetch the complete documentation index at: https://docs.superoffice.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Lost or sold sales

> Lost or sold sales

In the end, regardless of whether you followed a sales guide or not, a sale is either **sold** or **lost**. It is time to wrap things up and at the same time make sure the seller and others can learn from it either way.

| Status | Description |
| :----: | :---------- |
|    2   | Sold        |
|    3   | Lost        |

## Sold

The date and amount are no longer estimates, and you can record the actual values. Also, keeping track of why the sales rep made the sale can prove beneficial.

```crmscript theme={null}
NSListAgent listAgent;
NSSaleAgent saleAgent;

NSSaleEntity sale = saleAgent.GetSaleEntity(4);

sale.SetStatus(2);
sale.SetSaledate(getCurrentDateTime());
sale.SetAmount(Float("59.7"));
sale.SetReasonSold(listAgent.GetReasonSold(3));
sale.SetCredited(listAgent.GetCredited(5));

sale = saleAgent.SaveSaleEntity(sale);
```

### List available reasons for winning

```crmscript! theme={null}
SearchEngine se;
se.addFields("ReasonSold", "ReasonSold_Id,name");
print(se.executeTextTable());
```

### List the latest successful sales

You can get the won sales directly from the agent without filtering by date and status.
When calling `GetRecentSales()`, you can optionally limit the result by an amount and/or count.

<Tip>
  To ignore a filter, set it to **-1**.
</Tip>

```crmscript! theme={null}
NSSaleAgent saleAgent;
NSSale[] saleList = saleAgent.GetRecentSales(-1, 10);

for(Integer i = 0; i < saleList.length(); i++) {
  print(saleList[i].GetTitle() + "\t ID: " + saleList[i].GetSaleId().toString() + "\t amount: " + saleList[i].GetAmount().toString(1));
}
```

The result is sorted descending with the most recent at the top.

## Lost

Lessons learned: why the sale was lost and to which competitor.

```crmscript theme={null}
NSListAgent listAgent;
NSSaleAgent saleAgent;

NSSaleEntity sale = saleAgent.GetSaleEntity(4);

sale.SetStatus(3);
sale.SetSaledate(getCurrentDateTime());
sale.SetReason(listAgent.GetReason(4));
sale.SetCompetitor(listAgent.GetCompetitor(1));

sale = saleAgent.SaveSaleEntity(sale);
```

### List available reasons for a loss

```crmscript! theme={null}
SearchEngine se;
se.addFields("Reason", "Reason_id,name");
print(se.executeTextTable());
```

### List sales lost in a given month

```crmscript! theme={null}
DateTime start = String("2020-01-01").toDateTime();
DateTime end = start;
end.moveToMonthEnd();

NSSaleAgent saleAgent;
NSSale[] saleList = saleAgent.GetSalesByDate(start, end,-1,3);

if (saleList.length() == 0) {
  printLine("No lost sales in month " + start.getMonth().toString());
}
else {
  for(Integer i = 0; i < saleList.length(); i++) {
    print(saleList[i].GetTitle() + "\t ID: " + saleList[i].GetSaleId().toString());
  }
}
```

<Note>
  `GetSalesByDate()` returns the simple **NSSale** type. If you want to dig into details such as reasons for losing the sale, you need to also fetch the corresponding **NSSaleEntity** based on the sale ID.
</Note>

### List sales lost by reason

```crmscript! theme={null}
SearchEngine se;
se.addFields("sale", "sale_id,associate_id,contact_id,comptr_id");
se.addCriteria("sale.status", "OperatorEqual", "1","OperatorAnd", 3);
se.addOrder("sale.reason_id", false);

if (!se.eof()) {
  print(se.executeTextTable());
}
```

## Stalled sales

* `reasonStalled_id`: reference to why the sale is stalled
* `reopenDate`: when the sale should be reopened


## Related topics

- [Sale](/en/sale/learn/index.md)
- [Update a sale](/en/sale/learn/update.md)
- [Sales](/en/mobile/sale/index.md)
- [Update sale](/en/mobile/sale/update.md)
- [sale_new](/en/api/mdo-providers/reference/sale_new.md)