Budget Feature

  • updated 1 yr ago

User groups can be set up to segment ordering between different teams, departments, geographic locations, managers, and more in order to track spending. A budget can be set to a specific user group to ensure spending does not exceed the allotted amount. Once the budget amount is reached, no further ordering can happen until the budget resets.

When to use it

Our budget feature is often used on non-credit card portals for the following reasons:

  • Managers – Set a budget amount for managers within a division; for instance, all Sales Managers having a set budget for client gifts. Authorize each manager with a unique budget for their team spend. 
  • Departments – Allow different departments to have their own budget. Marketing can have a $5,000 budget while HR has a budget of $10,000. This helps to align overall financial goals for swag spending across the company. 
  • Office Locations – Assign unique budgets to different offices across the country or globe. This helps ensure each office sticks within their allotted budget.

How it works

When the purchaser goes to check out, the remaining budget amount will be shown in red. 

We can also require that each budget user group has a designated approver. While this is not required, it's one additional layer to help monitor ordering activity.

Once the budget is depleted, no further ordering can take place until you'd like us to reset the budget. 

  • 1 yr agoLast active
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