Please note: You will need Admin access to your account in order to be able to change these Settings.
How to Enable Budgets in Bizimply
Login to Bizimply as an Admin
Make sure you in the All Locations view and click on Forecasts
On the left-hand side in the Settings option, click on General
Where it says "Would you like to enable Sales and Labour Budgets for all location?" choose 'Yes".
Click Save.
An option called "Budget" will now appear in the Settings box on the left-hand side.
You can now import your Budget Sales by following the instructions in this article.
You can also allow some Roles to manage Budgets with their access. Read how in this article.
How to Manually Enter your Budget Sales
When logged in as an Admin, go to All Locations, select Forecasts, and then on the left-hand side in Settings, select "Budget". This should be already enabled in your account to take this action (see above).
The first option on this page is to manually enter in your Budget for Sales for a specific location. You can choose to do this in 2 different ways. The first option is to us last year's sales
A per the image, select "Last year's sales" and then choose if you would like keep the numbers the same as last year, or increase the numbers by a flat %, or decrease the numbers by a flat %.
The second option is to have Standard Sales budget per day.
As per the image, select "Standard sales budget per day" and then type in the amount per day for the particular location.
How to Manually Enter your Budget Labour Sales % and Budget Labour Hours
When logged in as an Admin, go to All Locations, select Forecasts, and then on the left-hand side in Settings, select "Budget". This should be already enabled in your account to take this action (see above).
On this page, the second option down goes into the Labour Budget Settings.
The first option is to enter manually the budge Labour Sales % for the particular location. Please note: if you're Forecast Labour settings are set up to Forecast on a per schedule basis, so will your Budget Labour Settings:
If you set up to Forecast the location as a whole, you will just have one line of data to enter.
4. Just type into each day what your Budget Labour Sales % is for this particular location. Click Save.
5. After you have entered the Budget Labour Sales%, you can scroll down to choose an option for the Budget Hours.
6. If you Choose to allocate Budget hours as a "Calculation based on avg hourl rate" you will need to enter in the average hourly rate for your particular schedule (or whole location if not using the per schedule option). Click Save when done.
7. After you enter and save the calculation, in the Weekly Forecast you will see an updated calculation of your budget hours:
8. You can instead choose to enter in Standard Budget Daily Hours manually for each day for each schedule. Choose "Standard daily hour" from the options and then enter your hours. Remember to click save.
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