Maintain a budget

  • Updated

This article addresses how to maintain a budget using the Budget Management tools found on the website/storefront.

  1. Select the Budget Maintenance tab to go to the Budget Maintenance page.
  2. 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.

  3. Select the Budget Year, then click View Budget
  4. 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.

  5. Click Save.