This article addresses how to maintain a budget using the Budget Management tools found on the website/storefront.
Maintaining a budget
- Select the Budget Maintenance tab to go to the Budget Maintenance page.
- Using the drop-down menus, select either a User or Ship To Address.
It is only possible to select either the Ship To address or the User; it is not possible to select both options.
To see the budget report for a specific Customer, either select that Customer at sign in or select the Customer prior to clicking the View Budget button.
- Select the Budget Year, then click View Budget
- Populate the budget amount for each Period by clicking into the Budget $ field and assigning an amount. Each Budget $ can be a different value.
Zero is an acceptable amount.
- Click Save.