One of the methods to maintain a Retail Sales Budget is to enter the budgeted quantities and amounts manually for each period.
If a Retail Sales Budget is to be calculated from historical sales data, see How to: Create a Sales Budget from Sales Data for more information.
To edit a budget
- Click the
icon, enter Retail Sales Budget List, and select the relevant link. - Select a budget from the list, and click the Sales Budget action to open the Retail Sales Budget page.
- In the Lines FastTab, click Manage - Expand on an entry to expand, or click Expand All to expand all entries at once.
- Select the entry with the Budget Type level defined. If Budget Type is Item Hierarchy, select the lowest child node in the Hierarchy which is an item entry only.
- Click Create - Edit Budget to open the Edit Retail Sales Budget page.
- Fill in the Sales Amount, Quantity, Cost Amount,Discount Amount, Negative Adjust Amount, and Closing Stock Value fields.
Note: If no Store No. is selected, a budget entry will be created without a Store No..
Tip: If you leave the Store No. field blank, the created budget entries will not contain a Store No.. This can be useful if you plan on company level, without consideration for individual stores.
See Also