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Budget Sales Person wise - Printable Version

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Budget Sales Person wise - preraksshah - 04-25-2018 06:15 PM

Dear All,
I need help how to setup budget sales person wise in webERP. as I can see option to setup budget vs actual for over all sales but how to setup for individual sales person wise budget.


RE: Budget Sales Person wise - falkoner - 04-25-2018 06:33 PM

I'm afraid that currently you can't do that.

Would be a nice feature though

Tim


RE: Budget Sales Person wise - preraksshah - 04-25-2018 07:07 PM

ohh in that case why there is report ( Sales Graph) which has option to filter sales graph by sales person or region wise ?? I wonder !!!


RE: Budget Sales Person wise - falkoner - 04-25-2018 07:13 PM

That graph, and other reports allows you to view sales by sales person, but there is nowhere to enter budgets for that sales person - at least I have never seen anywhere in over a decade of using it.

However I have been approached to write a sale commission system and I would imagine it wouldn't be that hard to bolt on sales person budgets to this.

Tim


RE: Budget Sales Person wise - phil - 04-27-2018 11:15 AM

There is nowhere in the interface to enter this budget. HOWEVER, budget records can be inserted into the sales analysis table - perhaps using phpmyadmin - by sales person and report nicely in the graphs.