About Sales Territories and Budgets
Sales budgets allow sales target levels to be established as a combination/intersection of:
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Sales Staff
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Primary Debtors Account Groups
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Primary Stock Groups
A sales territory is created by the intersection of multiple stock and debtor groups, with only a single sales staff member at the top level, for reporting. A territory is created for each relevant sales staff member.
You can create a sales budget by:
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primary stock group and then by sales territory,
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sales territory and then by primary stock group.
Separate budgets are set within each territory each spanning a financial year. You can also create and save budgets for multiple future years.
You can create a budget by:
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Apportioning a yearly total across months, or manually keying monthly figures
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Setting budgets based on actual figures
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Copying previous budgets