The Allocate Budgets tool enables you to set up purchasing limits by Purchasing Category. This can be used on its own or in conjunction with Requisition Level Approvals. By setting a limit on a purchasing category you are forcing orders that exceed that limit to go for approval. The benefit of this tool is that you can control these limits by category so you could choose to restrict equipment purchases but not food for example.
Let us know if you would like to set the budgets by week or month so that we can set it for you. Click on Outlet Access.
2. Click on Set Up
3. Scroll down to Purchasing and click on Allocate Budgets
4. Click on Edit Budget against the Outlet you want to add the budgets to
5. Click on Download Budgets, a template will be downloaded
6. This is an example of the budget download template, which is showing that a budget for £100 per week has already been added against Cleaning for 4 weeks. Notice the purchasing code is in brackets next to the budget type name. On this spreadsheet add the required additional budgets and save to your file manager, in CVS format
7. Now click on Upload Budgets