Tag: Budgets

PDi CRM Customer Product Budget

PDi CRM Customer product budgets

PDi CRM Customer Product BudgetPDi CRM Customer product budgets can be captured within CRM. Maintain budgets for each customer and products purchased at the quantity and sales value.

Budget -v- Actuals reports can be generated by the customer, sales rep, and customer inventory category.

Actual values are loaded from Sage Pastel Accounting while maintaining or setting budgets. PDi CRM also comes with an external component that can update your actual values once a day at a required time.

View the screencast below for a guided tour