You can manage the budgets for users and user groups. You have to create one or more cost centers for each web shop. You have to assign a budget to each cost center. Then, you can assign one or more users and user groups to each cost center. 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 centers and the price approval workflow. See Setup the uniFLOW interface
The settings in this dialog 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 centers].
Click the plus icon to add a cost center.
Click the pencil icon to edit the cost center. The cost center 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 center.
Define the email address of the approver for this cost center. 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 center.
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 center one level down:
For example, you can create a top level cost center which contains the total budget. Then you create a cost center per department. The cost center for each department uses part of the total budget. When you enable this option for the top level cost center, then users can only select one of the departmental cost centers.
Select the default cost center.
When multiple cost centers are assigned to a web shop, you can select the default cost center for that web shop. Customers can select any of the cost centers of the web shop.
Click [Save].