You can manage the budgets for users and user groups. You have to create one or more cost centres for each web shop. You have to assign a budget to each cost centre. Then, you can assign one or more users and user groups to each cost centre. For the assigned users the order prices are deducted from the budget. You can set a maximum price for an order for each user or user group. An approver has to accept or reject the order when the price exceeds the maximum price.
NOTE
When the payment workflow is enabled, then the budget management workflow is disabled.
Alternatively, you can setup an interface between the PRISMAdirect server and the uniFLOW server. The uniFLOW server then manages the cost centres and the price approval workflow. See Setup the uniFLOW interface
The settings in this dialogue are part of the procedure to configure the budget management workflow. For the complete procedure, see Configure the budget management workflow.
Click [Web shop] - <web shop> - [Pricing] - [Cost centres].
Click the plus icon to add a cost centre.
Click the pencil icon to edit the cost centre. The cost centre is expanded.
Type a name.
You can use the characters: 'a - z', 'A - Z', '0 - 9', '_' . Spaces are allowed for the name.
Type a description for the cost centre.
Define the email address of the approver for this cost centre. Use a semicolon to separate multiple email addresses.
The approver receives an email when the spent budget exceeds the specified threshold.
Define the available budget for the cost centre.
Send warning at threshold [%]:
Define a percentage of the available budget. The approver receives an email when the spent budget exceeds the specified threshold. The approver can increase or decrease the available budget, or reset the spent budget.
You can edit the email message, see [Order processing] - [Workflow configuration] - [Email templates].
Use cost centre one level down:
For example, you can create a top level cost centre which contains the total budget. Then you create a cost centre per department. The cost centre for each department uses part of the total budget. When you enable this option for the top level cost centre, then users can only select one of the departmental cost centres.
Select the default cost centre.
When multiple cost centres are assigned to a web shop, you can select the default cost centre for that web shop. Customers can select any of the cost centres of the web shop.
Click [Save].