Configure purchase restrictions

Marketplace Managers can establish purchase restrictions that place limits on who can make purchases, and on the total amount that customers can purchase. You can use these features to make sure that purchases for Companies are made by authorized personnel, and do not exceed the financial limits you decide to set.

You can define purchase restrictions through the Billing Functionality settings:

• Manage > Marketplace > Settings > BILLING SETTINGS | Billing Functionality

📝 Note: If the AppDirect logo appears in the upper-left corner of the page, when Manage > Marketplace appears in this topic, click the grid icon > Switch to | Store, instead.

There are two types of purchase restriction:

• Spend limits determine the maximum amount of money that company members can collectively spend, daily and over a 30-day period. The limits block any purchase in the user interface or through the API that exceeds the specified amount, and any company members who attempt to make a purchase that exceeds the spend limit receive an error message that informs them of the limit. You can also allow Marketplace Managers to set company-level exemptions and overrides.
  To set these types of limits, first check the checkbox. This displays a warning and confirmation. When you confirm that you want to set a limit, a field appears beside the checkbox. You can then enter the limit in that new field.
  You can set one or both types of spend limit. However, the two spend limits are calculated differently:

  Type of spend limit	How is it calculated?	Example
  Daily spend limits	Calculates the total value of all orders placed by company members during the day, regardless of payment status. Unpaid orders are still included in the calculation of daily spend limits.	If there is a daily spend limit of $200, and a company member tries to purchase a product for $300, the purchase is blocked.
  30-day spend limits	Calculates the sum of all successful payments for the last 30 days (current day- 30 days) and the current purchase order total for a full cycle without proration. However, on the UI the system shows an estimated prorated amount for the partial period if provisioning is successful immediately. Calculate the sum of all successful payments for the last 30 days (current day- 30 days) and the current purchase order total for a full cycle without proration. However, on the UI the system shows an estimated prorated amount for the partial period if provisioning is successful immediately.	Spend Limit of a company: $1000 Product A: $1000 Purchase Date: 15th Billing Cycle: 1st of every month If the company incurs $50 within 30 days, all purchases are blocked because the total successful payments for last 30 days ($50) + current purchase order total without proration ($1000) > Spend limit. The UI displays the prorated purchase amount for Product A, which in this case amounts to $466.

Marketplace Managers, Resellers, and Sales Support Representatives who purchase products for other users in assisted-sales scenarios are exempt from spend limit restrictions.

• Purchase behavior determines who can purchase products through checkout: all company members (the default), or only Company and Billing Administrators. You can also empower Company Administrators to override this default behavior at the company level, so they can decide for themselves whether the users within their company will be able to make purchases.

To set this type of limit, change the Default Purchase Behavior by selecting the Only company and billing admins can buy radio button. If you want to permit Company Admins to be able override this choice for their own companies, check the Purchase Behavior checkbox.

These settings do not affect Sales Support Representative (SSR) and/or Reseller type users: these types of users can still make purchases for all users in a given company. To set a similar purchase behavior restriction so SSRs and Resellers can only buy for Company and Billing Administrators, you must specify that in the Start assisted sales for all users setting in the role permissions:

• Configure Sales Support role permissions
• Configure Reseller role permissions

Consider all these settings when you configure them. For example, you might restrict purchases through self-serve checkout and assisted sales to Company and Billing Administrators. Alternatively, you might only restrict self-serve checkout purchases to Company and Billing Administrators, and allow SSRs or Resellers to do assisted sales for all users.

To configure purchase behavior

1. Go to Manage > Marketplace > Settings > BILLING SETTINGS | Billing Functionality. The Billing page opens.
2. In the Purchase Restrictions section, select one of the following Default Purchase Behavior options:
   • Only company and billing admins can buy—Specifies that only users assigned the Company Administrator or Billing Administrator role can make purchases. Users without these roles can only request that products be purchased on their behalf.
   • All company employees can buy—Specifies that all members of a company can make purchases.
3. (Optional) To permit company-level purchase behavior overrides, select Allow company admins to decide default purchase behavior in their company.
4. Scroll to the bottom of the page and click Save Settings.

To configure spend limits

1. Go to Manage > Marketplace > Settings > BILLING SETTINGS | Billing Functionality. The Billing page opens.
2. In the Purchase Restrictions section, set one or both of the following spend limits:
   • To set a daily spend limit:
     1. Select Daily Spend Limit. A confirmation box appears.
     2. Confirm that you're setting a limit. A spend limit box appears.
     3. Enter a spend limit.
     4. (Optional) To permit company-level spend limit exemptions and overrides, select Allow to exempt or override spend limit at company level.

     Caution: This is a high-risk setting. For information about what might happen if you change it, see High-risk settings.

   • To set a 30-day spend limit:
     1. Select 30 Day Spend Limit. A confirmation box appears.
     2. Confirm that you're setting a limit. A spend limit box appears.
     3. Enter a spend limit.
     4. (Optional) To permit company-level spend limit exemptions and overrides, select Allow to exempt or override spend limit at company level.
3. Scroll to the bottom of the page and click Save Settings.

Related Topics

• Configure company-level purchase behavior
• Configure company-level spend limits