File - Debtor - Budget

Sales and profit (margin) budgets can be set for each debtor on file. This information can be used to create actual versus budget sales performance reports. The budgets can be entered either using this set of programs or may be imported from ASCII spreadsheet data (refer to "Debtors - Import Debtor Sales").

To manage a budget for a customer:

1. Add a new debtor or open an existing one.

Refer to "Adding a New Debtor" or "Updating a Debtor".

2. Select the Budget tab.

Micronet displays the Debtor File Update screen - Budget tab.

3. Enter sales and profit margin budget details as required.

Micronet automatically updates the totals.

4. Select FILE | SAVE.

5. Optionally, update orders held on file for this customer by selecting EDIT | UPDATE ORDERS.

Refer to "Debtor File Update Screen - Menu Options".