Budgeting

Budgeting in JBiz is automated. Forecast data is progressively created by JBiz and then modified by managers to give the most accurate forward view.

Once the budget date comes around, the forecast data automatically becomes the budget for the coming year. It’s that simple and 100% efficient.

By department, brand or category

Budget data can be presented at any level from department right the way down to a particular colour or size of a product.

By Customer

As well as budgeting for your business overall, you can budget by customer. Simply select the desired customer and access data via the forecast menu. This then gives both forecast and budget data specific to that customer from department level right down to product variant level.

Any changes made to the customer’s budget is immediately reflected in the overall budget for your company.

Both Budget and Forecast data can be displayed in either quantity or dollars.