CROSS-PLATFORM BUDGETS

If your Craftable subscription includes more than one platform, you may want to consider using Cross-Platform Budgets. This optional feature must be enabled by the Craftable Team before you can use it and requires that any current and historical platform-specific Budget Data be removed.

 

Once enabled, you’ll no longer see Budgets in the Trackers section on Bevager, Foodager, or House - instead, Budgets will be managed in Books. The functionality and setup are the same (see Creating / Editing Budgets at the Store Level, Using Budgets, Director: Corporate Budgets) however, you’ll create a single Budget per Store instead of separate Budgets per platform.

Keep in mind that if you are using the Director-only function "Order by GL", then this combined Budget will be impacted by Orders placed on any part of the platform. Please keep in mind that for Director accounts all stores within the brand must have the same budget configuration - either all stores using separate budgets by platform, or all stores using cross-platform budgets.