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Manage Budgets

Manage Budgets

Owned by Tracy Archuleta
Last updated: May 23, 2023 by Emily Goleski
2 min read

Buyers can add, edit, and delete yearly Budgets for their location.

To Add a Budget

  1. Click Budgets on the left navigation.

  2. Click the + Icon to add.

    1. Your Buyer Location will default in the Buyer field.

    2. Click the Budget Period field and select the appropriate Budget Period.

    3. Click the Food Budget field and enter your total budget for food.

    4. Click the Produce Budget field and enter your total budget for produce.

  3. Click Save.

 

To Edit a Budget

  1. Click Budgets on the left navigation.

  2. Click the field(s) on the Budget displayed for your location and edit.

  3. Click Save.

To Delete a Budget

  1. Click Budgets on the left navigation.

  2. Click the Trash Can Icon for a Budget displayed for your location.

  3. The Budget will be deleted and no longer displayed.

 

 

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