Manage budgets
Budget Management overview
Optimizely Configured Commerce lets you create and enforce budgets for your users to manage buyer spending. When a user reaches a predetermined budget amount, you can require approval before they can place the order.
Configure a budget
In Optimizely Configured Commerce, you can configure budgets to define enforcement levels, budget periods, and optional cost codes. On the storefront, go to My Account > Budget Management and click Configure Budgets .
Assign a budget
After you configure a budget in Optimizely Configured Commerce, you can assign the budget to users. Click Assign Budgets .
Review a budget
After you configure a budget in Optimizely Configured Commerce, you can view it on the Budget Management page. Use the Search User or Select Ship To Address drop-down lists to review a user's record.
Add cost codes
Optimizely Configured Commerce uses cost codes in Budget Management to provide additional metadata on orders at the customer level. You can use these codes to enforce budgets or for reporting.