How To - Budgets

Outlet budgets are created at Head Office and are designed to control spend levels at site for specific Categories.

1. Navigate to Admin Functions and select Outlet Budget, followed by Create Budget.

2. Give the budget a Name, and select the required Category.

3. Enter a Start Date and Duration this applies for.

4. Select Create Budget.









5. You will then need to Assign Outlets that this budget applies to and select OK to apply.









6. You will now be able to select Edit on each of the weeks and set the weekly budget.

7. Select OK once done








8. Alternatively, select Download to create a CSV of the data.
9. Open the CSV, and input the weekly Budget Value per site into column F, saving the file once done.








10. Browse your downloads, locate the CSV file then select Upload









11. You will receive a notification confirming successful upload. Select Click here to view the budgets