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- 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 and Maintain User
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Budgets
Once Customer User Budgets is enabled, budget limits can be set against Customer users. There are two ways of doing this: (i) manually set a budget for a particular user, and (ii) bulk import them for multiple users.
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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
Overwrite: adds budgets to users that do not have budgets set up and overwrites 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.
3. Delete a User Budget
- 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, click the Delete Budget button at the bottom. Budget details will be deleted from the fields and you will see a popup message confirming success.
4. Schedule Budget Notification Emails to Users
Budget remaining and Budget Expiry emails can be scheduled so users can keep track of the amount used and remaining in their allocated budgets and expiry date.
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