How to Manage Purchasing Budget.
Purchasing is based on your metric targets found in Store Details.
From side-menu click on Purchasing.
The Budget is based on the Max Purchase metric target.
There is an option to adjust the Budget.
Click on Edit icon .
Enter a Budget.
The Budget is now adjusted and reflected in the metric slider.
As Purchases are made through Suppliers this is shown through the Order Total. A Budget Exceeded may be reasonable if you have a high order week or it can be a warning depending on your business needs.
As set up in Suppliers, each Supplier has an option to have a Budget. The purpose for this is the ability to drill down into your Purchasing.
As purchases are made this is reflected in the slide-bar of the Supplier.
When all the orders for a supplier are complete, open the supplier and click Orders Complete.
This will be reflected in the supplier tile on the Purchasing page, with a green tick on the Supplier. This helps you at a glance, track your orders to your budget by highlighting what you have completed and what is still to be ordered.