Customer Type

EmCh2106

We have created customer types and then sub types for our customers .

e.g 3.ENT

ENT Fellow

ENT Registrar

ENT Surgeon

and each customer is allocated one of the three types above. However, when I run a "Sales by Customer Type" report, another type is included which is 3. ENT - Other. This is not a type that I have created and when I check the Sales in there, the customers have not been allocated 3. ENT - Other. I have no idea why this is happening and hope someone can shed some light. TIA :-)

Bruce

This is because you processed a transaction with "just" ENT, rather then ENT:Fellow, or ENT:Surgeon etc.

If you double on the ENT - Other in the report you will see which transactions have been processed this way and they can be edited as required

EmCh2106

Thanks Bruce. Not sure what you mean about "processed a transaction" as when we raise an invoice transaction we don't add any customer types. They are added in the Customer Centre under Edit Customer / Additional Info tab. I have drilled down on the "Sales by Customer Type" report and checked the customer type allocations against the relevant customers and they are all correct so I am a little perplexed.

Kris_Williams

You did an invoice is processing a transaction, or writing a cheque, or entering a bill etc.

Acctd4

Bruce is spot on.

When you allocate a Customer Type in the Customer record, where you have subs, you need to ensure you select the relevant SUB-TYPE for EVERY Customer/Job. The system will create a default "Other" categorisation for reporting, where the main HEADER (Customer Type) is selected.

NOTE: The same thing happens with all Lists containing Headers with Subs eg Accounts, Items, Classes etc on reports.

EmCh2106

I really appreciate everyones responses and not sure if I am being particularly vague but I do not understand what is meant by "you need to ensure you select the relevant SUB-TYPE for EVERY Customer/Job". Is it possible to be walked through it ?

Acctd4

This is an example taken from the Sample file where several Customer Types have been setup. The Customer Type "Business" has 2 subtypes - Corporate & SME. When allocating a Business Customer Type, you would need to select one of these SUB types. If you allocate just the main ("Business") header type, the system will report this as "Other" because it recognises there are subtypes within that ("Business") grouping:

Does that make sense ? 😬

If you've ever noticed a new "Other" line on a report - eg an additional subaccount with "Other" in the name on a Profit & Loss report - this means a transaction/s have been posted to the main (header) account instead of one of the existing subaccounts, like this:

In this example, one or more transactions have been posted to the header account Motor Vehicle Exps instead of to one of its subaccounts (Fuel or Rep & Maint) causing RA to report this as an "Other" subaccount.