Concord B2B2C_B2B Budgets

Introduction:

What is B2B Budget?

A B2B budget is the amount of money a company sets aside to sell to other businesses.

Add B2B Budget

• Click on B2B Budgets under Financial Management in Left Side Panel.

• User redirected to Budget List Page

• Click on Add Budget Link

• Create New Budget Pop Up displays.

• Select Dealer code from drop down, Add Budget, ID, Name and Validity start & end dates and click on Save button.

• Budget created successfully and displayed in List Page

 

Edit B2B Budgets

• Click on edit icon under actions to edit saved details.

• Edit B2B Budgets page displayed with saved details.

• Edit required details and click on save button to save edited details.

Delete B2B Budgets

• To delete not required B2B Budget, click on delete icon under actions.

• After click on delete icon, B2B budget deleted and also removed from list page.

Search B2B Budget

• For searching required B2B  Budget Click on Search icon, search bar appears with search by Name as place holder.

• Enter Budget Name and click on search icon.

• After click on search icon, respective B2B Budget are displayed based on search name.

Filter B2B Budgets:-

• For filter B2B Accounts, Clicks on Filter Icon.

• Filter popup page displayed.

• Click on Filter button. Property, Operation dropdowns are displayed. Select data from Dropdown. Value box opens. Enter data and clicks on Tick mark icon

• Respective B2B Accounts displayed based on Filters.

 

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