B2Bsellers Suite
API Referenceswww.b2b-sellers.comPublic demoshopRoadmap
User Documentation (Alpha)
User Documentation (Alpha)
  • B2Bsellers Suite User Documentation (Alpha)
  • Changes Made to Customers - What Are Companies, Employees and Sales Representatives
  • Admin Settings Configuration
    • Core Settings
    • Setting up Express Checkout
    • How to add „Menü Item“ on B2BPlattform
    • How can I disable the whole plugin for each saleschannel?
    • Offer Addon - Admin Settings
    • Customer specific prices
    • Spare Parts Shop
    • Subscription Article
    • Copper and brass product surcharges
    • Rating groups
    • B2B Platform Theme
    • Bonus program
    • URL Authentication
    • Product Request - Configuration
    • Customer-specific assortments
    • Customer Specific Product Numbers
    • Translation of B2Bsellers-Specific Features
    • Single Sign On Configuration
  • FAQ
    • B2B Rules
    • Order Lists - Admin Configuration
    • Discount Rate
  • Using B2Bsellers functionality as a Customer
    • Navigating the Customer Portal
    • Cost centers
    • Employee budgets
    • Managing Employees
    • Displaying Company Responsibilities with Roles
    • Order Lists as an Employee
  • Offers as an Employee
  • Product Quicksearch
  • User Sessions
  • Using B2Bsellers functionality as a Sales Representative
    • Navigating the Sales Representative Portal
    • Offer Function for Sales Agents
    • Mobile sales portal (app)
    • Event-Manager
Powered by GitBook
On this page
  • Create and assign a new budget
  • How budgets work during checkout
  • Time Period Definition
  • Handling Errors / Budgets not loading

Was this helpful?

  1. Using B2Bsellers functionality as a Customer

Employee budgets

Last updated 25 days ago

Was this helpful?

Create and assign a new budget

On the budget overview (Orders > Budgets, /b2b_platform/budgets), click "Create Budget".

In order to create a budget, you need to give it a name, choose a peroid (per order, daily, monthly, per quarter, yearly), set the monetary threshold, select an approval employee (each employee from the company can be chosen). Optionally, you can restrict categories.

A budget will only be used if it's marked as activated.

If a budget has employees assigned, these employees can only buy products with a budget selected during checkout, unless "restrict categories" is configured.

Restricting categories limits the budget to the selected categories. For example, if you restrict Budget Workwear to "Clothing", the budget Workwear can only be selected for products in "Clothing". If you try to purchase something from the category "Electronics", the budget Workwear cannot be selected inside the checkout.

Please note that the products are calculated against the budget via net price.

How budgets work during checkout

Until a certain budget is exceeded, the employee can freely buy products in accordance with the configuration.

If a budget is exceeded, the employee cannot purchase any goods and is required to get clearance from the person who is responsible for the budget.

If the employee in question has admin permissions, they can always buy products, and are not required to selected a budget, even if they have budgets assigned.

Time Period Definition

The time intervals for budgeting are defined as follows:

  • Daily -> daily from 12:00 a.m. to 11:59 p.m.

  • Per Quarter -> January to March / April to June / July to September / October to December

  • Montly -> 01.xx - last day of the month (28./29./30./31)

  • Annual -> 01.01 - 31.12

The intervals are stored in the Shopware Core database table scheduled_task.

Handling Errors / Budgets not loading

Please try clearing the shop cache server side/inside the admin after activating the addon.

To clear cache on your system server side, use the command bin/console cache:clear

To clear cache on your shop's admin interface, press alt+c and confirm.