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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 user for the purchase of certain items on your site, e.g., uniforms. User budgets override any default Customer level ones that are activebudget. 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. In the CMS, navigate to Settings → Feature Management → Payment & Checkout. 
   
   
2. Toggle on Customer Budgets, then click Configure.
   
   
   
3. In the 'Customer Budgets Management Settings' screen, toggle on Enable Customer Budgets.
   
   
4. Toggle on Enable Customer Budgets for User.
   
   
5. If you want a Customer user with no individual budget limit set to default to an unlimited budget, toggle on Treat Undefined Budget Amount as Unlimited Budget. If this toggle is off and the Budget Amount is left blank, any Customer level budget set will serve as the limit for undefined users on this Customer account.      If there is no Customer level budget, a blank field will be treated as a limit of $0.00.    
   
   
6. To save your configurations, click Save or Save & Exit.
   
   

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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 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 (check)
   
   
6. To save this budget, click the Update Budget button.
   
   

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