Before you enter sales budgets for your customers, you may want to define sales budget groups. A budget group is any product or group of products, such as a price line, that you use as the basis for calculating your sales goals.
You can create any type of budget groups that you need. For example, if you have a customer that buys products only from your lighting line, you can set up a budget group for those specific products. This prevents you from having to enter the products one by one on the customer's sales budget. However, you still have the option to budget individual items, if needed.
Once you have created the budget group, you need to assign individual products, a price line, or a combination of both to it before you can begin calculating your sales budget for the year.
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