StepsSales figures are updated for sales orders and credit notes when Process Sales Orders is run. The Auto Set Value option facilitates quick setting of budgetary information or individual values can be typed into each cell. Budget details are entered for This Year and Next Year. End of Year processing transfers This Years Sales information into Last Years Sales and This Years budgets into Last Years budgets.
Steps
| 1. | Sales tab |
| Budget Current Year - type in details for each month
or use the Auto Set Value option e.g. figure of 25,500 entered
in the auto field. Options to select from the list box as follows:
 |
|
| 2. | Budget Next Year - enter in the details for each month or use Auto Set Value as above and select options for Next Budget from list box |
| 3. | Save changes |
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