Why:

For each dealer, budgets are set relating to product codes and customer category, by branch for parts sales (front and back counter), labour sales and labour hours.

Remember, when creating budgets it is important that they are established in the correct order as there are various validation rules that will not allow the values of individual product codes etc. to exceed the branch total. Branch budgets must be created first, then budgets for product code by branch and finally budgets for customer category by product code and branch.

Customer budgets for individual customers are set up within the Customer Maintenance window.

 

Where:

From the Customer View, select Actions > Budget. This will display a Maintain Budgets window.

 

How to Maintain Branch Budgets:

The Maintain Budgets window lists any branch budgets that are already set up within Fusion.

To create a new branch budget, select File > New, or the New icon. This will display a Create Budget window. Here, you input the branch number that this budget is to apply to along with the product and customer category (if required). Click OK to add this record to the list in the Maintain Budgets window.

Double-click the new record to display the Maintain Budget Details window and input the required amounts for each category. Click OK to save and close.

Opening an existing budget displays the Maintain Budget Details window with the figures relating to the selected budget displayed in two screen tabs, one for sales and costs and another for labour hours.

To set up individual customer budgets, open the relevant customer record and in the Customer Maintenance window select the ‘Marketing’ tab. In the ‘Budgets’ section input the budgets for parts front counter sales, parts workshop sales, labour sales and labour hours.