Assign a budget

  • Updated

After you configure a budget in Optimizely Configured Commerce, you can assign the budget to users.

Assign Budgets.png

  1. Click Assign Budgets.
  2. Use the drop-down list for Select Budget Year to choose the budget year.
  3. Use either the Search User or Select Ship To Address drop-down list to see the budget for a specific customer. You cannot select both options.
  4. Set the budget amount for each Period by clicking into the Budget Amount field. Each field can have a different value, including zero.
  5. Click Save.

Assign budget for a specific user.png