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Customer User Budgets allow admin staff to set up and maintain budget limits against individual Customer users for a defined period. It is useful for those Customers who may want to allocate an amount per Customer user for the purchase of certain items on your site, e.g., uniforms. User budgets override any default Customer level budget settings that may have been configuredones that are active. A user will not be able to submit an order if the amount will breach their allocated budget in the set period or their budget period has expired.  

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1. Navigate to Users → Website Users.
   
   
2. Use the User Search tool to find a particular user.
   
   
3. Click Edit for the User.
   
   
4. 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.)
    
   
   
5. 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: Allocated 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. 
   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 if where budget notification emails ('budget remaining' and 'budget expiring soon') are to be scheduledsent
   Warning Email Frequency: How frequently 'budget expiring soon' emails are to be sent
   
   
6. To save this budget, click the Update Budget button.
   
   

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1. Navigate to Users → Website Users.
   
   
2. Hover over Options at the top right corner of the screen to display the 'Export' and 'Import' budget functions. retest
   
   
   
3. To access the 'User Import Function' screen, click Import Budgets.
   
   
4. 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   
   
   
5. Click Select Files and upload the prepared CSV file. The system will automatically import the file. 
   
   
6. 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.
   

3. Delete a User's Budget

1. Navigate to Users → Website Users.
   
   
2. Use the User Search tool to find a particular user.
   
   
3. Click Edit for the user.
   
   
4. 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.)
    
   
   
5. 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

i. Budget Remaining Message

You can schedule Budget Remaining and Budget Expiry Warning emails can be scheduled to be sent periodically to users. ' notification email addresses 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. 

Scheduling the Budget Remaining email is a website function available to the site Administrator. If your site already has Customer Budget Emails scheduled, the users will receive budget notifications. Otherwise, set up the Customer Budget Emails task in Scheduler Maintenance.  

To add Budget notification emails as a scheduler task,

1.  Login to your website, and navigate to Settings → Scheduler Maintenance. 
   
   
2. Select New.
   
   
3. In Begin the task, select whether the email is to be sent 'At Startup' or 'On a Schedule' you set up here.
   
   
4. In Name, enter a descriptive name for this task.
   
   
5. Tick the Active checkbox if this task is to start immediately after saving it.
   
   
6. In Task, select Customer Budget Emails from the list.
   
   
7. In Schedule, enter the required details, e.g., start/end dates and times. Note - If task type is 'On a Schedule ', enter the frequency details.
   
   
8. In Error Notification CC Emails, enter an email address of the person to be notified of any errors when sending these emails.
     
9. Click Save to save this task.
         

ii. Budget Expiry Warning message

The default Budget Expiry Warning email alerts the user that their budget period is expiring soon, and includes details about the amounts used and remaining. What is included in the message can be customised in the Budget Expiry Warning widget.  

Scheduling notification emails are website functions available to the administrator. If your site already has Customer Budget Emails scheduled, the users will receive budget notifications. If not, you can set it up.

To schedule Budget notification emails,

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You can specify the number of days before budget expiration this email is to be sent.

1. In the CMS, navigate to Settings → Settings (or on your site, zSettings.aspx).
   
   
2. Click the Notifications tab.
   
   
3. Find the field Days before budget expire, and enter the number of days before expiry.

Related help

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