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Once Customer User Budgets is enabled, you can set a budget limit limits for 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 for the user. Budgets are set to a period defined here. Once the period is over, the 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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