Daily Sales Budgets
Data Source: PFWTAB
The Daily Sales Budgets screen can be accessed from the Configuration Quick Links screen by clicking on the General tab from on the General Ledger list and selecting Daily Sales Budgets from the drop down list.
The Daily Sales Budgets screen allows you to set the daily sales budgets for selected locations. Daily sales budgets are used to drive the coloring and increments of the Today's Revenue Meter view found on the Select View screen accessedthrough the Executive Summary Dashboard.
The following is a description of the search field that appears on the Daily Sales Budgets screen:
Field | Description |
---|---|
Select Location | Identifies the branch location where the daily sales budgets are to be used. Another branch location may be chosen by selecting the Search ![]() |
Note:
Click on the Previous or Next
icon to scroll to the next branch location or back to a previous branch location.
The following is a description of the fields that appear on the Daily Sales Budgets screen:
Field | Description |
---|---|
Equipment | Enter the budgeted daily amount for equipment sales. |
Parts Invoicing | Enter the budgeted daily amount for parts invoicing. |
Work Orders | Enter the budgeted daily amount for work orders. |
Shop Parts | Enter the budgeted daily amount for shop parts sales. |
Shop Labor | Enter the budgeted daily amount for shop labor. |
Rental | Enter the budgeted daily amount for rental sales. |
General | Enter the budgeted daily amount for general sales. |
The following buttons allow you to complete your work on the Daily Sales Budgets screen:
Button | Function |
---|---|
Save | Saves changes made on the Daily Sales Budgets screen. |
Close | Closes the Daily Sales Budgets screen without saving and returns to the Configuration Quick Links screen. |