Budget Checkout allows Oro customers to manage periodic budgets at both the Customer and Customer User levels. It includes distinct permissions for budget management and approval or rejection of orders exceeding the budget, tied to the storefront customer user role. Additionally, it provides configurable budget total calculations based on various predefined order statuses.
Comprehensive Budget Management: Define and manage budgets at both the Customer and Customer User levels, providing flexibility for complex organizational structures and varying spending permissions.
Flexible Budget Periods: Set budget limits for weekly, monthly, quarterly, yearly, or lifetime periods, catering to a wide range of budgeting strategies.
Role-Based Access Control: Define granular permissions for budget management and order approval, ensuring that only desired storefront users can manage budgets and approve orders exceeding set limits.
Flexible Budget Calculation: Tailor budget calculations by selecting specific order statuses to include, ensuring accurate budget tracking and forecasting.
Streamlined Approval Workflow: Implement a dedicated “Budget Checkout” workflow, including approval requests and automated notifications, to efficiently manage orders that exceed budget thresholds.
Please note that the feature is only available for enterprise customers. Contact an Oro Representative to learn more.
Before installing this extension, please be aware of the following conditions that apply to its use.
- Please check Oro Documentation for extension installation and management instructions.
- This extension is provided “AS-IS” and without warranty of any kind, and it is not covered by the Oro User licenses agreement.
- Users of this extension can modify it and use modified code following OSL-3.0. licence.
- Before using this extension in a production environment, ensure it’s validated on any development environment.
Oro Team extensions maintenance and modifications are possible in scope of a dedicated agreement. Contact an Oro Representative for more information.