--- title: How to configure customer's budgets description: Budgets let you control customer spending by setting limits at company, role and individual level. --- [Skip to content](https://resources.symphonycommerce.io/knowledge-base/how-to-configure-customers-budgets#main-content) [File a Ticket](https://resources.symphonycommerce.io/knowledge-base/kb-tickets/new?hsLang=en) [Go to Customer Portal](https://clienthub.symphonycommerce.io/tickets-view?hsLang=en) [![symphony-commerce-logo-mark-white-rgb-1500px-w-350ppi](https://resources.symphonycommerce.io/hs-fs/hubfs/Design/Logo/symphony-commerce-logo-mark-white-rgb-1500px-w-350ppi.png?width=40&height=40&name=symphony-commerce-logo-mark-white-rgb-1500px-w-350ppi.png)](https://resources.symphonycommerce.io/knowledge-base?hsLang=en) - [WHY SYMPHONY?](https://www.symphonycommerce.io/pages/why-shopblocks) Show submenu for WHY SYMPHONY? - [EXCLUSIVELY B2B ECOMMERCE](https://www.symphonycommerce.io/pages/why-shopblocks#exclusivelyB2B) - [LIMITLESS INTEGRATION](https://www.symphonycommerce.io/pages/why-shopblocks#ftv) - [FASTEST TIME TO VALUE](https://www.symphonycommerce.io/pages/why-shopblocks#limitlessIntegration) - [SEAMLESS MIGRATION](https://www.symphonycommerce.io/pages/why-shopblocks#seamlessMigration) - [CUSTOMER SUCCESS](https://www.symphonycommerce.io/pages/customer-success) Show submenu for CUSTOMER SUCCESS - [CASE STUDIES](https://www.symphonycommerce.io/pages/case-studies) - [FEATURES](https://www.symphonycommerce.io/pages/features-in-focus) Show submenu for FEATURES - [NEXUS – WHITE LABEL STOREFRONT PLATFORM](https://www.symphonycommerce.io/pages/nexus) - [INTEGRATIONS](https://www.symphonycommerce.io/pages/api-integrations-to-power-up-your-ecommerce) - [FORTIS – SMARTER DISCOUNTS FOR BIGGER B2B DEALS](https://www.symphonycommerce.io/pages/fortis) - [SYMPHONY PAY – TRUSTED PAYMENT OPTIONS FOR MODERN B2B COMMERCE](https://www.symphonycommerce.io/pages/symphony-pay) - [PRICING](https://www.symphonycommerce.io/pages/pricing) - [PARTNERSHIPS](https://www.symphonycommerce.io/pages/ensemble) - [INSIGHTS HUB](https://resources.symphonycommerce.io/blog) Open main navigation Close main navigation - [WHY SYMPHONY?](https://www.symphonycommerce.io/pages/why-shopblocks) Show submenu for WHY SYMPHONY? - [EXCLUSIVELY B2B ECOMMERCE](https://www.symphonycommerce.io/pages/why-shopblocks#exclusivelyB2B) - [LIMITLESS INTEGRATION](https://www.symphonycommerce.io/pages/why-shopblocks#ftv) - [FASTEST TIME TO VALUE](https://www.symphonycommerce.io/pages/why-shopblocks#limitlessIntegration) - [SEAMLESS MIGRATION](https://www.symphonycommerce.io/pages/why-shopblocks#seamlessMigration) - [CUSTOMER SUCCESS](https://www.symphonycommerce.io/pages/customer-success) Show submenu for CUSTOMER SUCCESS - [CASE STUDIES](https://www.symphonycommerce.io/pages/case-studies) - [FEATURES](https://www.symphonycommerce.io/pages/features-in-focus) Show submenu for FEATURES - [NEXUS – WHITE LABEL STOREFRONT PLATFORM](https://www.symphonycommerce.io/pages/nexus) - [INTEGRATIONS](https://www.symphonycommerce.io/pages/api-integrations-to-power-up-your-ecommerce) - [FORTIS – SMARTER DISCOUNTS FOR BIGGER B2B DEALS](https://www.symphonycommerce.io/pages/fortis) - [SYMPHONY PAY – TRUSTED PAYMENT OPTIONS FOR MODERN B2B COMMERCE](https://www.symphonycommerce.io/pages/symphony-pay) - [PRICING](https://www.symphonycommerce.io/pages/pricing) - [PARTNERSHIPS](https://www.symphonycommerce.io/pages/ensemble) - [INSIGHTS HUB](https://resources.symphonycommerce.io/blog) - [File a Ticket](https://resources.symphonycommerce.io/knowledge-base/kb-tickets/new) - [Go to Customer Portal](https://clienthub.symphonycommerce.io/tickets-view) - [VISIT OUR WEBSITE](https://www.symphonycommerce.io/) [VISIT OUR WEBSITE](https://www.symphonycommerce.io/) How can we help you? - There are no suggestions because the search field is empty. 1. [Symphony Knowledge Base](https://resources.symphonycommerce.io/knowledge-base?hsLang=en) 2. [Plugins](https://resources.symphonycommerce.io/knowledge-base/plugins?hsLang=en) 3. [Business Customers](https://resources.symphonycommerce.io/knowledge-base/plugins?hsLang=en#business-customers) # How to configure customer's budgets ## Budgets let you control customer spending by setting limits at company, role and individual level. This guide shows you how to enable budgets, configure them per company and role, create budgets for categories, brands and individual SKUs, override a user’s budget and manage budget exceedance. ### 1. Enabling budgets Budgets are part of the Business Customers plugin and need to be enabled in the admin system: 1. Navigate to **Plugins \> Business Customers** and open the **Settings** tab. 2. Toggle **Enable Budgets** in the **Global Settings** section to turn on the feature . 3. Click **Save**. ![](https://resources.symphonycommerce.io/hs-fs/hubfs/image-png-2.png?width=520&height=414&name=image-png-2.png) Once enabled, a Budgets section appears on company, role and user pages. Users with the Manage Users permission can configure budgets from the My Account area in the shop for their own company ### 2. Configuring a company‑level budget With budgets enabled, users with the **Manage Users** permission can set an overall spending limit for their company: 1. In the **My Account** area of your shop, open the **Company** section. 2. In the **Budgets** section enter an **Overall Budget** value. Leave the field blank for unlimited spending, or set it to zero (£0) to prevent any orders. 3. Select a **Period** – Monthly, Quarterly or Yearly. When Yearly is selected, specify a **Start Date** in day/month format. 4. Choose whether users can exceed the budget: 1. **Can go over budget (with approval)** – allows orders that exceed the budget but triggers an order approval. A warning will appear on checkout and the approval email will include a budget breakdown. 2. **Can never go over budget** – prevents checkout when the budget is exceeded. 5. Save your changes. ![](https://resources.symphonycommerce.io/hs-fs/hubfs/image-png-3.png?width=670&height=139&name=image-png-3.png) When a member of your company attempts to exceed the company overall budget, the system shows a message on the last step of checkout indicating the remaining budget and blocks the order if overspending is not allowed. ### 3. Configuring role‑level budgets Users with the **Manage Users** permission can set budgets for each role within their own company: 1. In the **My Account** area, select **Roles** and choose a role. 2. In the **Budgets** section enter an **Overall Budget** for the role and select a **Period** (Monthly, Quarterly or Yearly with a start date). 3. Use the **Budgets by Category, Brand or SKU** section to create more granular budgets (see below). 4. Click **Save**. If a user with that role tries to exceed a role budget, a message appears at checkout showing the remaining budget and the order is blocked if overspend is not permitted. ### 4. Configuring budgets by category, brand or SKU When editing a role, you can specify budgets for specific categories, brands or individual products.  These granular budgets are defined as **rules** and displayed as lines in the **Budgets by Category, Brand or SKU** table. To configure a rule: 1. In the **Budgets by Category, Brand or SKU** section, click **Add** to insert a new line. 2. Choose the relevant item. 3. Choose a **Limit Type**:   1. **Spend Limit** – sets a maximum currency value the role or user can spend on that category, brand or product. 2. **Quantity Limit** – sets a maximum number of units that can be purchased. 4. Enter the **Allowed Total** (leave blank for unlimited). 5. Select a **Period** (Monthly, Quarterly or Yearly) and, if required, a **Start Date**. 6. Add further lines as needed to create multiple budget rules. ![](https://resources.symphonycommerce.io/hs-fs/hubfs/image-png-4.png?width=670&height=408&name=image-png-4.png) *Notes:* Category budgets apply to sub‑categories automatically; SKU budgets take precedence over brand and category budgets.  You can create as many budget rules as needed by adding additional lines. ### 5\. Overriding a user’s budget To customise budgets for an individual user: 1. Open the user’s record from the **Users** section in the **My Account** area. 2. In the **Budgets** section, click **Override**. A warning explains that this will remove the role‑based budgets and apply custom limits for this user. ![](https://resources.symphonycommerce.io/hs-fs/hubfs/image-png-Mar-16-2026-12-26-43-2918-PM.png?width=670&height=96&name=image-png-Mar-16-2026-12-26-43-2918-PM.png) 3. Enter user‑specific budgets as described above (overall, category, brand and SKU). ![](https://resources.symphonycommerce.io/hs-fs/hubfs/image-png-Mar-16-2026-12-27-13-9376-PM.png?width=670&height=413&name=image-png-Mar-16-2026-12-27-13-9376-PM.png) 4. Use **Reset to role** to revert to the role’s budgets or **Clear Form** to remove all user‑specific limits. 5. Save your changes. ### 6. Budget exceedance and approvals - When a customer exceeds a budget at checkout, the system displays a breakdown explaining how the limit has been exceeded (for example, “You are over budget by £x on category X” or “You are over budget by X products on brand Y”). Budget checks are based on net amounts (after discounts, before tax) and exclude fees or delivery charges. - If the **Can go over budget (with approval)** setting is enabled, orders that exceed budgets can still be placed but will require approval. 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