Budgets

Outlet Budgets allows customers to create weekly budgets for outlets and track their spend against assigned product categories.

Adding Budgets

Follow these steps to add a budget:

1. Click Create Budget

2. Enter the following details, Budget Name | select the category for the budget (based on all uploaded catalogues)

3. Select the Start Date

4. Select the number required periods in weeks

5. Click Create Budget

   If the selected budget periods overlap with an existing budget for that category, the budget will not be created and an error will be displayed

Editing Outlet Budgets

Follow these steps to assign outlets and edit each outlet's budget value:

1. Click Assign Outlets

2. Search and Add outlets to the budget

3. Click Edit on each Period Row and add a Budget Limit Value for each individual outlet

   Once the budget has been updated, each assigned outlet will have their spend tracked against each budget period.

   Clicking the Delete button also allows the entire budget to be deleted

Uploading Budgets

In addition to manually inputting values, budget periods can also be set using a CSV file upload.

Follow these steps to upload a budget:

1. Select an individual budget from the drop-down and click the Download button displayed on the top-right. This exports the current budget and all previously set values for each assigned outlet into a CSV file

2. In the downloaded file set the budget monetary values for each period

3. Upload the file by dragging it into the upload section, or clicking Browse to locate the file on your computer

   A message will be displayed within the page to confirm that the upload has been successful, or displays any errors and corrections required to individual lines in the file

Viewing Budget Spend in Basket

When an outlet has been assigned to a budget, the outlet's spend against that category will be tracked and displayed within the basket page.

If the outlet adds an item to the basket for that category, the Budget Allowance panel will be displayed on the basket page.

The Budget Allowance panel lists the category, budget period, remaining spend and total of all products in the basket for that category.

If the total value of all products for that category in the basket exceeds the remaining budget, the total will be highlighted red and a warning icon will be displayed.

If the basket contains orders for multiple suppliers and delivery dates for the same category, the affected budget week for each supplier order will be separated listed. This allows users to understand how the full basket will impact specific budget periods.

If the basket contents are edited by the user, the Budget Allowance will also update to reflect any changes to the totals.