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- 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: Budget amount for the period. If left blank and the Treat Undefined Budget Amount as Unlimited Budget is enabled in Settings, then this user's budget is unlimited. If
Used Budget: (Display field only.) Amount from the set budget used up in the period is automatically calculated from online orders made by the user.
Budget Period: select from the dropdown list
Budget Period End Date: End date for the first period. The Budget will be reset after this date. check
Notification Email: User's email address where budget notification emails ('budget remaining' and 'budget expiring soon') are sent
Warning Email Frequency: How frequently 'budget expiring soon' emails are to be sent (checkchecking)- To save this budget, click the Update Budget button.
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- Navigate to Users → Website Users.
- Hover over Options at the top right corner of the screen to display the 'Export' and 'Import' budget functions. retest
- To access the 'User Import Function' screen, click Import Budgets.
- In the File Upload section, for Import Type, select either Append or Overwrite.
Append: only users with no existing budgets will be added. Note - if there are errors in the file or a user already has an existing budget, the entire import will fail.
Overwrite: adds budgets to users that do not have budgets set up and overwrites users with any pre-existing budgets- Click Select Files and upload the prepared CSV file. The system will automatically import the file.
- If there is an error notification message 'Import Failed', check the Import Log for specific issues with the upload. Otherwise, you will see the 'Import Successful' message.
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4. Schedule Budget Notification Emails to Users
i. Budget Remaining Message
You can schedule Budget Remaining and Budget Expiry Warning emails to be sent to users ' via notification email addresses The entered in the User Budget Maintenance screen.
i. Budget Remaining Message
The default Budget Remaining email provides information about the user's budget details, for instance, the amounts used and remaining. What is included in the message can be customised in the Budget Remaining Message widget. Budget Remaining emails can be set to be sent just once or regularly on a set schedule, e.g., daily or weekly. 
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