How To - Site Budgets

Budgets can be created at Head Office for specific categories either by week, period, quarter or year. When creating orders, sites have the visibility of their spend in relation to that budget and category.

Even if overspent, a site still can an order regardless.

1. Start by creating your order in the standard way.

2. From within the Basket your order will be displayed as below. Click on the Show Budgets option.








3. You will now see the below, showing that the created order (if placed) will take us over our Budget allocated for this Category.
4. We can still place this order, though are now aware that we have overspent for the designated timeframe