- Administration
- Facturation
- Gérer les budgets de Marketplace
Gérer les budgets de Marketplace
Apprenez à gérer les budgets de votre équipe dans Marketplace à partir de l'application Web.
Why set Marketplace budgets?
Setting a budget for your users or buying group helps you ensure resources are used wisely. This allows you to allocate budgets by project or location, prioritize essential products, and avoid unnecessary costs. Additionally, team members can request approvals for orders that exceed the budget, so administrators can review and approve these requests before finalizing purchases in the Marketplace.
L'achat de produits sur Marketplace SafetyCulture n'est actuellement disponible que pour les clients en Australie et aux États-Unis.
Budget settings
You can manage the following settings for a user or buying group:
Max Order Limit: Set the maximum budget when placing an order.
Monthly Limit: Set the maximum budget for the whole month.
Manage a buying group's budget
Select
Marketplace from the menu on the left-hand side.Click
Paramètres on the upper-right of the page.In the "Buying groups" tab, click
on the group's right-hand side, then select Mettre à jour les détails.In the side panel, enter the budget in the "Max Order Limit" and "Monthly Limit" fields. Please note that the max order limit must be less than the monthly limit.
Click Mettre à jour.
Manage a user's budget
Select
Marketplace from the menu on the left-hand side.Click
Paramètres on the upper-right of the page.In the "Users" tab, click
on the user's right-hand side, then select Mettre à jour les détails.In the side panel, enter the budget in the "Max Order limit" and "Monthly Limit" fields. Kindly note that the max order limit must be less than the monthly limit.
If a user is a member of a buying group, you can update their details to inherit the buying group’s budget for better management at scale.
Click Mettre à jour.
If a user or buying group exceeds the maximum budget, you can review and approve the order under the "Order approvals" tab before placing it in the SafetyCulture Marketplace.
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