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Customer User Budgets allow admin staff to set up and maintain budget limits against individual Customer users 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 budget. 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).  
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   Budget Amount: 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 the 'remaining budget expiring soon' emails are to be sent (checking)' email will be sent to the User 
   
   
6. To save this budget, click the Update Budget button.
   
   

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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, 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.  
   

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BudgetNotification BudgetNotification

4. Schedule Budget Notification Emails to Users

You can schedule Budget Remaining and Budget Expiry Warning emails to be sent to users via notification email addresses entered in the User Budget Maintenance screen.

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Scheduling the Budget Remaining email is a website function available to the site Administratorwebsite Administrators. 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.  

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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.
   
   
4. To save this change, click the Update Budget button.

Related help

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