Budgets

It is possible to work with budgets in the shop. A budget can be linked to a group or user.

Creating a budget

Click + to create a new budget. Then open the fields below:

Name

Please enter a unique name here. It is not possible to use an already existing name.

Discount

Here can be anA percentage discount is entered between 1-100%. When an order is placed, the percentage indicated here will be deducted from the ordering costs. This amount then goes off the budget.

For example, at 100% discount, the orderer will not have to pay anything, depending on the 'Including shipping costs' option, as long as he / she has budget.

Limit/Rest value

This is where the budget can be entered. When the budget is used through the orders, the other value will be seen in the column "Rest value".

It is not necessary to enter an amount. In that case, there is no limit.

Valid From/To:

The start and end dateUntil when the budget is available.If no dates are entered, the budget is valid indefinitely.

Including shipping costs

Here you can choose whether or not the shipping costs should be taken into account. When this option is checked, the shipping costs will also be deducted from the budget. If not, the orderer will send the shipping costsSeparatehave to pay.

Applying by default

When the user places an order, the budget is automatically applied.

Group/User
A budget can apply to a group or a user. By selecting a group or user, the budget is activated for a group or user.

When a specific group is chosen, the budget is available to all users within this group. When a specific user is chosen, the budget is only available to the selected user.

If there is no group or user linked to the budget, it gets type "Unused" in the overview and no user can use this budget.

Adjusting budget

An existing budget can also be adjusted.To do this, select the budget to be adjusted and click on 'Change'.All fields of the budget are displayed and can be adjusted. By clicking 'Save', the changes are saved.

View changes to budget

It is possible to see if and what has been changed with a budget. To do this, select the budget whose change history should be displayed and click on 'Show changes'. Now a window will open with an overview of the changes.

View orders

It is also possible to view an overview of the orders made with the budget. To do this, select the budget whose orders must be displayed and click on 'Show orders'. Now a window will open with an overview of the orders made and financed with the budget.

Removing Budget

Budgets can be deleted by selecting the budget and clicking on 'Delete'.

Budget search

Various filters are available for searching. The following criteria can be searched:

1. By name -This makes it possible to search by budget name.
   
2. On geuser -Displays all budgets of the selected user: personal budget and the budgets of the groups he/she is linked to.
   
3. On gCall -Displays all budgets of the selected group and the users in that group: budgets of the group and the personal budgets of the users associated with the selected group.
   
4. Soon after -All budgets that expire after the number of days entered.
   
5. Soon empty -All budgets as residual value are at or below the amount entered.
   

In Name", "On User" and "By Group" it is also possible to search for a certain period of time, by unchecking the 'Valent Now' and entering it from/to dates, or budgets that are now valid.

Import and export budgets

It is also possible to import a new budget from an Excel file. For the correct build-up of the Excel file, first download an existing budget. After importing, the imported budget will be displayed in the back office of the shop.

Managing budgets

Rights

To manage the budgets in back office, the user (customer with administrator rights) must have the budgets rights.

To do this, go to the back office of the shop and select the user to grant the correct rights.

Catalog management
In catalog management, you can choose per product or a budget can be applied. If the box in the 'Prohibit budgets' column is checked, the user cannot complete the order.

To complete an order, the budget must be deactivated at step 1/5 (Shopping basket). The user can see and activate/deactivate the available budgets at step 1/5 (check box). The name (budget name), discount, and residual value (if there is a limit) of the budget is visible to the user. If the budget is not personal, the name of the group is also visible. If there is a budget, a row is added to the total price where the budget value used to the user for current order is visible.

Custom landing page

It is possible to show the available budgets on a custom page:

To create this custom page, please contact us:Professional services.

Order products out of budget

If a product cannot be settled on a budget, the webshop shows a warning before the user starts personalizing:

Questions and feedback

If you have any questions or feedback please contact us:Professional services.

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