Overview
This article walks you through giving each member of a group a spending allotment per cycle and tracking what they've used. By the end, your group will have a budget with per-member balances you can monitor and adjust.
Prerequisites
You are logged in to the Admin Panel as a store admin.
You have a group with members (see: Setting up a corporate store with Groups).
Step 1: Set up a budget for a group
Go to Budgets and click Set up budget (or Manage on an existing group).
Step 2: Configure the allotment
Set Allotment per employee — how much each member gets per cycle.
Choose the Unit type (for example, count of items) and the Renewal cadence (for example, Anniversary).
Set a Warning threshold (%) to flag members nearing their limit. Choose whether overspend is allowed (soft limit) or blocked (hard limit), then Save Changes.
Step 3: Track and adjust balances
Review the summary (Total budget, Total spent, In progress, Available) and the per-member table.
Use Edit budget next to a member to correct an individual balance.
Note: With a soft limit, members can overspend and their available balance goes negative; with a hard limit, orders that exceed the allotment are blocked. |
What's next?
See: Adding users in bulk and customising user fields.