To Create a Budget:

Step       Action

  1.         Select {New} under Budgets. A New Budget modal will open.

  2.      Complete the fields.

ActiveDefault set to Yes. Toggle switch to No to set budget as Inactive.
CodeEnter a budget Code.
NameEnter a budget Name.
AmountEnter a value for the budget Amount. If left blank, the budget amount will be set as Unlimited. 

Shipping, Postage, and TaxesDefault set to No. Toggle switch to Yes to apply budget to each item.
Start DateSet a budget Start Date using the calendar.
End DateSet a budget End Date using the calendar.
FrequencyThis sets the time frame for each budget period on this budget.

Select a budget Frequency (One Time, Weekly, Monthly, Quarterly, or Yearly) from the drop-down.
Roll OverDefault set to No. Toggle switch to Yes to allow budget amount to roll over to the next budget installment.

Note: This field is only visible if frequency is set to more than 'One Time'.

  3.        Select {Save}. A results window will pop-up to indicate the selected Budget

             has been saved.


Once the budget has been created, budget periods will be added based on the frequency that has been set. Any order items included in each budget period will be visible by clicking on the + icon to expand the budget period view.

Note: If the budget amount is set as unlimited, individual orders applied to the budget period will be visible but the total value of orders will not be tracked.