# Latent demand: what the customer asked for and did not get

> On the Latent demand screen, see what the customer asked for and did not get, because of missing stock, being off the catalog or saved for later, and generate a quote.

Source: https://vendria.com/en/ajuda/demanda-latente

## Where to find it

In your account menu, in **Latent demand**, when the screen is turned on for
your company. Without it, what the customer asked for and did not get stays on the **Future
demand** tab of each quote.

The reach comes from the server: a seller sees their own portfolio, an administrator sees the
organization. There is no filter on the screen that widens that.

## The three reasons, and why the screen separates them

Each line is there for one of these reasons, and the action each one calls for is different:

- **Stock shortage**: the store sells the item, it just did not have it at the moment.
- **Not in catalog**: the code is not in the catalog. It was saved on
  purpose, to become an order when it comes in.
- **Saved for later**: there was stock and the sale was postponed by the seller's
  decision (credit, freight, the customer's own request). The commercial reason is
  recorded and **does not go out** in the file the customer receives.

The first two are impossibilities; the third is a decision. That is why each one
has its own tab, next to **All**.

## How an item gets into latent demand

A good part of the list fills itself, without anyone clicking anything:

- **When the order is confirmed**, lines whose code is not in the catalog and that
  stayed on the order are saved as **Not in catalog**, already **Outstanding**.
  At the same moment, in a store that reads stock from the ERP, whatever was short on stock becomes
  **Stock shortage**.
- **When you discard a line without a product**, Vendria saves what the customer asked for
  as **Tentative**. It shows up on the quote's **Future demand** tab, for you to
  confirm whether that was a real request or just cleanup.
- **By hand**, on a line whose code is not in the catalog, the **Save for
  later** button opens the window of the same name: check the **Quantity ordered**, write
  a **Note (optional)** and choose **Save and remove the line** or
  **Save and keep the line**. ⚠️ If you keep the line, it stays without a product and
  keeps blocking the confirmation until it is resolved.

Each order line generates at most one record: saving again updates the
quantity, it does not duplicate.

## "Trade show balance": the old name for Not in catalog

People who work trade shows call a request for a code the
catalog does not have yet a **trade show balance**: the sales rep writes it down, the product is about to come in. On the
screen this case is called **Not in catalog**, and the button that saves it is **Save
for later**. It is the same record: look for it on the **Not in catalog** tab.

## What you can do with the list

When you select lines, the selection bar shows up with **Generate quote**: it builds
a quote from what you checked and opens the quote created.

The selection has to be from **a single customer and a single store**. Mixing is refused with
*"The selection has more than one customer. Generate one quote per customer."* (or "…more
than one store…"): generate one quote per customer. The quote-created notice counts
what was lost along the way: lines that went in still without a catalog product and
lines left out because of an unreadable stock reading.

On the line itself sit the one-at-a-time actions:

- **Notify customer**, which only exists when the customer is identified in the
  records; without a record there is nowhere to send the notice.
- **Dismiss**, for the line that is not going to become anything.
- **Reopen**, which brings a dismissed line back to the list.

**Export CSV** takes the list as it is filtered, up to **2.000 lines**;
when it hits the ceiling, the file warns you. Above that, narrow the filter before
exporting.

Above the table sit two summaries (**Most requested products** and **Customers with
the most demand**), calculated with the same filters as the table. Change the filter,
and both change with it: they never describe a different set from what is
listed below.

## The statuses of a line

The status filter opens on **Outstanding**; **All statuses** shows everything.

- **Outstanding**: live demand, waiting for someone to act.
- **Customer notified**: the line has already been announced. ⚠️ This status is also
  used when the automatic stock or catalog notice reaches **you**:
  in that case the customer has not received anything yet.
- **Became a quote**: it went into a quote generated by **Generate quote**.
- **Resolved in the quote**: the source quote itself ended up fulfilling it.
- **Dismissed**: someone decided it is not going to become anything.
- **Tentative**: saved when a line was discarded, waiting for confirmation.

## When the item comes back

You get a notice in the bell when an item in your demand becomes available:

- **Item that was missing is back in stock**: the stock in the ERP started covering the whole
  shortage. This only happens in a store that reads stock from the ERP.
- **Requested item is now in the catalog**: a **Not in catalog** code started to
  exist in the store's catalog.

The notice's **Open** brings this screen already filtered to the lines notified. See [The bell notifications: what reaches the seller](/en/ajuda/avisos-no-sininho).

## When it goes wrong

**Dismissed a line and want to undo it?** The screen opens filtered on **Outstanding**, so the
dismissed line drops out of view and **Reopen** only shows up when you
find it again. Change the status to **All statuses**. A line that vanished right
after an action is usually this, not a loss.

An empty list with a store filter chosen is usually a narrowing, not an absence:
set the filter back to all stores before concluding there is no demand.