Quick point of sale Open To Buy Management
The open to buy screen allows for the management of budgeting periods, and connection of those budgeting periods to Purchase Orders. The OTB screen also provides analysis functions to track the sales of items purchased within specific budget periods.
Budget Periods
The OTB system works primarily by means of defined budget periods. Periods define a range of time wherein a specific allotment of budget is provided. OTB Periods are how budgeting is assigned to Purchase Orders. Each period allows for different budget definitions based on group and sub-group.
The Periods button opens the Add Period window. In this window, OTB periods can be added or removed. To add a new period, enter a name for the period in the field at the bottom of the window and press the “Add” button. To remove a period, select one from the displayed list and press the “remove” button.
Budgets
The budgets window is where budget amounts are defined for each group or sub group. Enter the budget amount in the “budget” field and press the “Select” button to assign that budget to that sub group. Budgets can only be assigned to Sub Groups.
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