Slide 1

Slide notes: What is a Customer Sales Budget? It is in fact an expansion of an existing Income Budget on a GL Account.

Budget by Customer

Slide notes: The Customer Budget does not replace the normal Budget. Instead, it is in addition to the normal Budget, where we can budget for Income from specific Customers, and without having to budget for ALL Customers. In other words, the balance that we do not budget for specifically, becomes the so-called 'Other Customers'.

An Example Income Account

Slide notes: And here we look at an example, for the Period July 2007, on an Income Account. So what we have is that for Customer A we budget Sales of $10,000 and 200 Physical Units, while for Customer B we budget Sales of $20,000 and 350 Units. Since the Actual Budget for the Account is $600,000, the difference becomes 'Other Customers', i.e. the remainder that we do not specifically indicate from which Customers we expect these Sales to come.

How Customer Budget is measured

Slide notes: The measurement against the Customer Budgets are based on Retail Invoices that measure Sales by Customer. The results can also be measured in DocWriter Reports, where standard Template Functions are provided for this purpose.

Slide 5

Slide notes: So here we have an example Budget by Customer, for a particular Income Account and for a specific Period.

Slide 6

Slide notes: The total derives from the normal Budget for this Account.

Slide 7

Slide notes: The 'Other' Amount is derived as the balance between the Total Budget for the Account, and the Customers that are specifically Budgeted for.

Slide 8

Slide notes:

Slide 9

Slide notes: So the Customers that we do not budget for specifically are all part of 'Other'. And that, in a nutshell, is what a Customer Budget is. Customer Budgets can be captured or imported, and they can be included in Reports. We show all of that in separate tutorials.