How to: Set Up a Store Distribution Rule

A Store Distribution Rule lets you define the distribution of budget values between stores. By using the Store Distribution Rule, the total budget value in the Retail Sales Budget will be automatically distributed among the stores according to the assigned Store Distribution code.

To set up a Store Distribution Rule

  1. Click the icon, enter Retail Budget Distribution List, and select the relevant link.
  2. Click New to create a new Retail Budget Distribution.
  3. Fill in the Code and Description fields.
  4. In the Distribution Type field, select Store. The default value is Date.
  5. Select the relevant distribution calculation in the Type field. The default value is Equal:
    • Equal - Distributes an amount equally between the stores.
    • Proportional - Distributes an amount based on the distribution of the existing values among the stores.
    • Curve - Distributes an amount based on manual weight assignment or a distribution curve from Allocation Rule.
  6. If you have the Type field set to Curve, the fields under Store Distribution Settings group will be visible. Fill in the Allocation Rule Code field by selecting the relevant item distribution over stores from the Allocation Rule List. Only an Allocation Rule with all its Allocation Rule Lines assigned with type Store will be considered. For more information see Allocation Rule.
  7. Click the Create Lines (Stores) action to create Store Distribution Lines based on the assigned Allocation Rule. The Weight and % Share for each store from the Allocation Rule Lines will be copied over to the Store Distribution Lines. You can also manually add stores to the Store Distribution Lines.

Note: You can use the Calculate Store Dist. Curve action in Retail Sales Budget Lines to help you to capture the existing value in the budget and fill in the Weight fields in the Curve based Store Distribution Lines. For more information see How to: Edit Sales Budget Entries.

See also

Budget Distribution Rules

How to: Set Up an Item Distribution Rule

How to: Set Up a Date Distribution Rule