About Sales Territories and Budgets

Sales budgets allow sales target levels to be established as a combination/intersection of:

Sales Staff
Primary Debtors Account Groups
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:

primary stock group and then by sales territory,
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:

Apportioning a yearly total across months, or manually keying monthly figures
Setting budgets based on actual figures
Copying previous budgets