The customer budget screen gives you two methods of tracking budgets at a customer level.
Customer budgets by product: This method allows you to capture budgets against previously sold products (or all products if you wish to use this method)
Customer budgets period values: This method allows you to capture a monetary budget on a period-by-period value and then compare actual sales against the budgets captured
[Load Budgets] - this will load the budgets at a product level for the selected Budget Period and Value to Display. The value to display can either be in Monetary value or quantity sold.
If you wish to update the budget information, use the [Maintain Budgets] button to display the main selection screen.
As the screen has been called for a particular account, the account range, customer category and sales category will be disabled. Enter the inventory category and item code range to maintain budgets. Maintain budgets for items sold only. This will only add items that have been sold to the client (as you sell new products, you, will have to run this process to update the budget entry grid). If this box is not ticked, then every item within the range selected from the Pastel inventory table will be added, allowing you to add budgets for items that have not yet been sold to the client.
Update Actuals if this is ticked, then the actual monetary sales and quantity sold values held within PDi CRM will be updated from the sales information within Pastel. This needs to be run regularly to ensure that your reports and screen information are showing correctly.
Press the [Next] button to display the list of items you wish to update. You can set the values as required, moving through the items with the nudge buttons or using the [Find Item] button. The [Clear All Budgets] button will clear all budgets back to zero, allowing you to restart from a clean recordset.
The [Budgets as Actuals] button will set the budgets for the current product, based on either This Year, Last Year or Future periods.
Budgets for Customers Sales Only
This method allows you to capture budgets for each period, only tracking variance at the customer level.
Enter the Sales value for each period or enter a total value for this year, last year or future year and apportion equally across all periods.