Customer User Budgets allows admin staff to set up and maintain budget limits for individual users for a set period. User budgets override any default customer level budgets that may have been set.
Step-by-step guide
1. Enable and Configure Customer Budgets for Users
- In the CMS, navigate to Settings → Feature Management → Payment & Checkout.
- Toggle on Customer Budgets, then click Configure.
- In the 'Customer Budgets Management Settings' screen, toggle on Enable Customer Budgets.
- Toggle on Enable Customer Budgets for User.
- If you want a Customer user with no manually set budget limit to default to an unlimited budget, toggle on Treat Undefined Budget Amount as Unlimited Budget. If this toggle is off, any Customer level budget set will serve as the limit for undefined users on this Customer account.
- To save your configurations, click Save or Save & Exit.
2. Set User budgets
Once Customer User Budgets is enabled, budget limits can be set against a Customer users. There are two ways of doing this: manually for a particular user or bulk import them for multiple users.
To manually set a budget for a user,
- Navigate to Users → Website Users.
- Use the User Search tool to find a particular user.
- Click Edit for the User.
- In the Customer Details section, click the Budget button for the Customer Account you want to add the budget limit to. (Note - there may only be one Customer account.)
- In the 'User Budget Management' popup, enter budget limit details. Budgets are set to a period defined here. Once the period has finished, the system will reset the budget (until it is deleted).
Budget Amount: enter the budget amount for the period
Used Budget: display field only (amount from the set budget used up is automatically calculated)
Budget Period: select from the dropdown list
Budget Period End Date: enter the end date for the first period. The Budget will be reset after this date.
Notification Email: enter the user's email address if budget notification emails ('budget remaining' and 'budget expiring soon') are to be scheduled
Warning Email Frequency: select how frequently the notification emails are to be sent- To save this budget, click the Update Budget button.
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