Restrict by Customer or Account

Some pinboards can be restricted by customer or account. This lets you see the sales figures to a specific customer or account

Both of these restrictions also understand the keywords "none" and "any", which return all sales without/with customer/account data

Restrict By Customer

=Pinboard("product.sales.count.period",20,"1-jan-2022","1-jan-2023",,,"cid=14")
or
=Pinboard($O$1,$B$1,$D$1,$F$1,,,CONCAT("cid=",$A6))

When "none" is used on customer restriction, then all sales that have NO customer selected are included.

=Pinboard("product.sales.count.period",20,"1-jan-2022","1-jan-2023",,,"cid=none")

When "any" is used on customer restriction, then all sales that have ANY customer selected are included.

=Pinboard("product.sales.count.period",20,"1-jan-2022","1-jan-2023",,,"cid=any")

For a given pinboard, the value of "cid=none" + "cid=any" equals the pinboard value if you hadn't included any customer restriction. eg

    Pinboard("product.sales.count.period",20,"1-jan-2022","1-jan-2023",,,"cid=any")
PLUS
    Pinboard("product.sales.count.period",20,"1-jan-2022","1-jan-2023",,,"cid=none")

EQUALS
    Pinboard("product.sales.count.period",20,"1-jan-2022","1-jan-2023")

If you have a specific "cash customer" that is always selected, that for the purposes of reporting that is a "customer" and those sales will be treated using "Cash customer" as a valid customer. If can of course simply adjust by that count yourself using Excel, as shown below where we add "no customer" and "999999" (our 'cash customer') to get a total of all sales to cash or unknown customers.

=Pinboard("product.sales.count.period",20,"1-jan-2022","1-jan-2023",,,"cid=none") + Pinboard("product.sales.count.period",20,"1-jan-2022","1-jan-2023",,,"cid=999999")

Restrict By Account

The account restriction checks if a charge account was available not if the account was used. That is, a customer with a charge account that pays using cash will still be counted as having an account

=Pinboard("product.sales.count.period",20,"1-jan-2022","1-jan-2023",,,"accid=14")
or
=Pinboard($O$1,$B$1,$D$1,$F$1,,,CONCAT("accid=",$A6))

When "none" is used on account restriction, then all sales that have no customer selected, or the customer does not have a charge account, are included.

=Pinboard("product.sales.count.period",20,"1-jan-2022","1-jan-2023",,,"accid=none")

When "any" is used on account restriction, then all sales that have ANY customer with a charge account selected are included.

=Pinboard("product.sales.count.period",20,"1-jan-2022","1-jan-2023",,,"accid=any")

For a given pinboard, the value of "accid=none" + "accid=any" equals the pinboard value if you hadn't included any account restriction. eg

    Pinboard("product.sales.count.period",20,"1-jan-2022","1-jan-2023",,,"accid=any")
PLUS
    Pinboard("product.sales.count.period",20,"1-jan-2022","1-jan-2023",,,"accid=none")

EQUALS
    Pinboard("product.sales.count.period",20,"1-jan-2022","1-jan-2023")

Available on

• product.sales.count.period
• product.sales.revenue.period
• product.sales.linecount.period
• product.sales.revenue.notax.period
• product.sales.cost.period
• department.sales.count.period
• department.sales.revenue.period
• department.sales.linecount.period
• department.sales.revenue.notax.period
• sales.count.period
• sales.rawrevenue.total
• sales.rawrevenue.notax
• sales.rawrevenue.tax1
• sales.count.layby
• sales.count.parked