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 prices of their orders 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. Accept or reject only applies to the price of an entire order. An approver cannot accept or reject the prices of the separate jobs in an order.
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] - [Price approval workflow].
Click [New level].
Define the maximum price of an order for the current level. You can type a value in the spinbox.
Define the email address of the approver for the current level. Use a semicolon to separate multiple email addresses.
The approver receives an email when the order price exceeds the maximum price for the current level. The approver of the current level must approve or reject the order. If the price exceeds the maximum price of the next level, an approver of that level must also approve or reject the order.
NOTE
The approver for level 1 can forward the approval form to the approver for level 2.
Click button [New level] to define a maximum price for the new level. The maximum price of the new level must be higher than the maximum price of the previous level.
[Allow an approver to accept on behalf of higher level approvers]
When you enable this option, each approver can always accept or reject an order, regardless of the price.
Click [Save].