The revenue budget is used to plan the expected revenue per store and to follow up on how the actual revenue develops relative to the budget. On this settings page you control which revenue should be counted as realized revenue when compared with the budget.
The setting can be set per store (organizational unit), so that different stores can be treated differently.
1. Open the hamburger menu in the top left corner of Sapera and select Financial. 2. Go to Setup, and select Settings. 3. Select Point of Sales, and then Revenue Budget.
Include Booked Invoices to Revenue Budget: Specifies whether booked invoices and invoiced sales orders should be counted toward the realized revenue shown in the revenue budget. This applies both to the ongoing comparison against the budget and when the budget is filled in automatically based on last year's revenue.
When the setting is enabled (Yes), the invoice revenue is counted together with the POS sales, so the total revenue reflects both register sales and invoiced orders.
When the setting is disabled (No), which is the default, only the POS sales are included in the revenue budget. Choose this if the budget should follow only the sales over the Pos.
Want to know more?
Read more in these related articles:
Revenue dashboard (simple)
Simplified dashboard of revenue
Reports (Pos emails)
Email settings for the Pos — sender address, sender name, subject and body templates, and blind copy (BCC) when sending receipts and invoices.
