Set Up User Budgets (1205 onwards)

Created by Migration Bot, Modified on Fri, 23 Oct at 11:24 AM by Migration Bot

Originally written by John Hardwick, last updated Jan 30, 2026, on the Swan Retail knowledge base (FRS).

This program holds the target sales value for a salesperson and is used within the up-board system.

This program, primarily for the US market, allows, per salesperson, a target or budgetary amount to be set.

Menu Location: System Admin > Upboard> Set Up No Sales Reasons

The routine requires selection of a Location from a pick list and then displays the salesperson target / budget for that selling location.

Click the NEW button or New on the side panel to generate a new record.
Click the icon to amend an existing record.
Once in amend / insert more, click the to save changes or to abort the action.
Click the CLOSE button, or Back option on the side panel to leave the page (or select another option from the menu)

Item	Description
Salesperson	The name of the salesperson the budget value is being set against.
Salesperson Budget	Specify the target budget for this location / salesperson. Budgets are not for commission generation purposes and are used solely in reporting based on up-board activities.