Difficulty Level - Intermediate Impact - Store Level

Budget is the estimated or target sales that you'd like to achieve for each week in the year.

To access Budget settings:

  1. Click on on the quick links Located at the top right corner of a page, it contains icons that allow you to quickly access important pages. bar from any page.

  2. In the Settings window:

    Settings associated to a page automatically show in the List box. If the setting that you want to access is in the List box, you can skip step a.

    1. Select Financial from the Filter drop-down list.

    2. Click on Budget from the List box in the left pane.

The following information is displayed on the settings page for the Area*, Store and Year selected using the filters Drop-down boxes that let you select from the options available. at the top of the page:

  • Week Ending Date: The last day of the week for which the budget is displayed.

  • Budget - Sales (where Sales is Adjusted Gross or Net Sales): The target sales for the week.

    Click here to learn how to change which sales figure is used in Financial Reporting.

ClosedCreate or Edit the Budget for a Year

  1. Go to Budget settings.

  2. Select the Area*, Store and Year for which you want to create or edit the budget using the filters Drop-down boxes that let you select from the options available. at the top of the page.

  3. Click on the Go button.

  4. Enter or change the target sales for each week indicated, in the Budget column.

    To assign the same budget for all the weeks in the year, enter the weekly budget in the Auto-Fill row and then click on the Fill button.

  5. Click on the Save button.

Related CLEARVIEW Pages

*optional section or field that may or may not be visible depending on the settings selected, whether the supplier is integrated or not, etc.