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Set up and maintain Customer budgets for Users. |
Step-by-step guide
NOTE - This feature has to must first be switched enabled on your site by Commerce Vision.
1. Enable and configure Customer Budgets for Users
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MultiExcerptName | Additional Info |
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Administrators can set up and maintain budget limits against individual Customer Users for a set period. For Customers that allocate an amount per user to buy certain items on your site, e.g., uniforms. |
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hidden | true |
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MultiExcerptName | Feature Title |
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User Budgets |
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MultiExcerptName | Additional Info |
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A user is prevented from submitting an order if the amount breaches their allocated budget in the set period or their budget period has expired. |
Minimum Version Requirements |
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MultiExcerptName | Minimum Version Requirements |
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| 4.31 |
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MultiExcerptName | 4.27 |
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PageWithExcerpt | LTS 2021 actual min. versions |
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Prerequisites | |
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Self Configurable |
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MultiExcerptName | Self Configurable |
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| Yes |
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Business Function |
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MultiExcerptName | Business Function |
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Customer Order Budgets & Approvals |
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BPD Only? | |
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B2B/B2C/Both |
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MultiExcerptName | B2B/B2C/Both |
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| B2B |
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Ballpark Hours From CV (if opting for CV to complete self config component) | Multiexcerpt |
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MultiExcerptName | Ballpark Hours From CV (if opting for CV to complete self config component) |
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Contact Commerce Vision |
Ballpark Hours From CV (in addition to any self config required) Multiexcerpt |
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MultiExcerptName | Ballpark Hours From CV (in addition to any self config required) |
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Contact Commerce Vision |
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Third Party Costs |
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MultiExcerptName | Third Party Costs |
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| n/a |
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CMS Category | Multiexcerpt |
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MultiExcerptName | CMS Category |
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Customer Accounts
Related help
Content by Label |
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showLabels | false |
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max | 5 |
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spaces | DRAFT |
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showSpace | false |
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sort | modified |
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reverse | true |
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type | page |
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excludeCurrent | true |
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cql | label in ("user","custom-catalogue","customer") and type = "page" |
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labels | kb-how-to-article |
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