Budgets
Budgets can be created at Head Office for specific categories either by week, period, quarter or year. When creating orders, the budget information can be displayed to provide any allowances based on the periods created and for each category type.
Budgets Topics
Viewing Budgets
Navigate to Your Basket
Before being able to view the budget items that meet the criteria of budget categories must be added to the basket.
Follow these steps to view the budget:
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Click Show Budgets
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The following information is displayed:
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Category
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Week
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Remaining
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Basket (total of items in the basket that meet the budget category)
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Orders can still be placed even if the budget basket total goes over the set budget value.