Repeat Miscellaneous Customers

This report is a list of miscellaneous customers (i.e. customer account 0000000) who have provided repeat business at least 3 times billed to self since a specified date (see Customers, and Invoicing). It is useful for determining which customers should be assigned a permanent account number.

The report includes the number of repeats, the total revenue earned, and the last date of business with the customer. It may be sorted by customer name, number of repeats, and revenue amount. And it may be filtered by business location.

Report Option Fields

Field	Description
Bus. Location	Enter or select the business location for which to generate the report or leave blank for all business locations. This report option is not available in the Repair Lite and Repair Micro editions.
Start Date	Enter or select the starting date for records to include on the report or leave blank for all records. The start date is based on the invoice or credit note date. For approved repair orders the invoice date is the same as the repair completed date, while for refused repair orders the invoice date is the same as the estimate refused date.
Sort by	Select the desired sort order, either by customer name, by number of repeats (the system default), or by revenue amount.

 

The Repeats column is determined by calculating the number of repair order, sales invoice, and credit note records that were created since the start date for each customer. The customer name on the repair orders, sales invoices, and credit notes must be identical for the customer to be considered a repeat. And only customers with a repeat amount of 2 or higher are included on the report.

The Revenue column is calculated after any discounts have been applied, but before taxes have been added. All sales invoices and credit notes are included in the revenue amount, and repair invoices are included in the revenue amount when they are set to a repair invoice status (see Repair Invoice    Statuses).

The Last Date column is the most recent invoice date or credit note date since the start date. For approved repair orders the invoice date is the same as the repair completed date, while for refused repair orders the invoice date is the same as the estimate refused date.

More:

Revenue Summary (Ledger)