Please note: you may not have permission to edit the Budget in your location if you're not an Admin.
If you're not an Admin, scroll further down the page to see how you may be able to enter in a Budget line.
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.
If you're not an Admin on Bizimply, you may have permission to enter the budget for some Locations. To do this you should be able to see the Forecasts Icon when you're in a specific location.
How to Manually Enter your Budget Sales if you do not have Admin Access
Select an individual location in the Location dropdown
Click on the Forecast icon
You should see the Forecast page, and the top line will be the Budge line for the week.
If you have permission, you can type in the boxes provided for each day of the week to enter in the Budget.
Click Save underneath the Forecasts to save any entries/changes.
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