�鶹�� Business Account Setup - Budget (Blanket PO) Configuration

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Blanket purchase order - Set up

Blanket purchase order allow account and group administrators to create a purchase order with a budget for requisitioners at group and member-level.

Once you spend the budget, requisitioners will no longer be able to use the purchase order to make purchases. To use Blanket purchase orders, the business account must have a group structure that aligns with the organization's budgets.

Group-level set-up:

In the Account for [business name] dropdown menu, select Business Settings.
Under Members select Groups and then choose the group you wish to create a budget for.
On the following page, under Billing & Shipping select Blanket purchase order.
To create a new blanket purchase order for this group, select Set up a new blanket purchase order.
On the following page, enter the required information and select Save to set up your Blanket purchase order.

Member-level set-up:

Go to the Blanket purchase order page on your account.
Under Allocations select Add Allocation.
From the drop-down, select Add individual, Add all group members, or Set automatic allocation.
For Add individual and Add all group members, enter the allocation amount in the Allocated column, or select Distribute funds evenly to allocate funds in batch.
If you select Set automatic allocation, you can automatically allocate a budget for all new members added.
You can turn off automatic allocations for a group by selecting the Manage option on the Manage Allocations page.
If the budget is recurring, you can also set up recurring allocations at the group or member-level. You can do so by entering the amount under the column Recurring allocation.
Select Save to save your changes once your allocation is complete.

Recurring Budgets (Blanket PO) set-up:

Go to Business Settings and select Blanket purchase order.
Select Add a new budget.
Enter the amount for each occurrence of the budget. For example, if you want to set a monthly budget, enter the monthly amount.
Set the overall start and end dates of the entire budget. Select the option Make this a recurring budget and enter the frequency for the budget to reset. After the period that you set, the budget will automatically reset to the amount that you entered in the previous step.
Choose whether to roll over unspent funds into the next budget cycle. You can also limit the amount to roll over.
Select Save to save your settings.
Administrators can also edit recurring budgets in bulk on the page Blanket purchase order.

Upload Blanket purchase order reports:

Visit the section for Blanket purchase order in your �鶹�� Business account.
From the Actions menu, select, Add 1 Blanket PO, Add in bulk for current group or for account administrators only, Add in bulk for all groups and subgroups.
On the next page, select Upload from spreadsheet (.xls).
You can then either download an .xls template, fill it out and upload it, or upload a completed template if you have it ready.

Download Blanket purchase order reports:

Visit the section for Blanket purchase order in your �鶹�� Business account.
Select the Download report of Blanket POs (.csv) dropdown menu.
If you have groups and subgroups set up, you can choose to download a report from one of the following options:
1. This group only.
2. This group and all its subgroups.
3. All groups and subgroups.