The maintain customer budget screen allows the user to capture the monthly budgets and Gross Profit percentages for the selected customer range.
Select the customers to maintain based on the account range, customer category and sales rep associated with the default customer address. Once the settings have been made, press the Retrieve Customers to load the available customers into the drop-down selection list.
Use the Select Customer account to select a customer to capture budget information. If previous budgets exist, then they will be displayed.
The user can manually capture budgets for This Year, Last Year and the Future, or enter a total value and have the system equally spread the value across the periods. Each month can then be adjusted as required.
For each period, a Gross Profit Percentage can be selected, allowing the user to budget on the expected Gross Profit percentage and report on any variances.