Uploading Budgets - Outlets

Introduction

This guide shows how to upload budgets to an outlet.

Assumptions

The budget figures that need to be entered are phased by week or by period

Where to find this

Outlet>Company > Budgeting
Step-by-Step guide

1. Once in the correct location as above, you have two options of how to enter the figures.
2. You can enter the figures into the populated template,(a) or you can use the download button to download an editable excel spreadsheet(b) (a)To enter figures into the template, click on the box to edit the figure, using either weekly figures or for period figures, enter within the period end date. (b)To download the excel spreadsheet, click download, this will give you an editable version of the budget, enter the figures exactly the same as the template method, save the file to your desired location. Then return to the budget page within IndiCater and press upload, browse for your saved budget, click enter and a message will appear asking to confirm that you are sure, click yes. The budget will then upload into the template.
3. Then click update budgets
4. Your budget will now be seen in the budget line on the trading report.