Set up equipment allowances

An equipment allowance gives every employee in a department a one-time budget (in USD) for approved equipment they request from the ZenEx Device Store — chargers, keyboards, monitors and the like. Employees see their remaining balance as they shop and can't send a request that goes over it. See Use your equipment allowance for what employees see.

You need Webstore create or edit permission to manage allowances.

Set up a department's allowanceCopy Anchor Link

1. Open Webstore → Settings → Pre-Approved Products. Each department card shows Equipment allowance : — Off or the current amount.
2. Open the department and click Set up allowance (or Edit allowance · $X if one exists). The button only appears once the department has at least one approved device — see Add pre-approved devices.
3. In the Equipment allowance · [department] drawer, turn on Enable allowance.
4. Enter the Allowance per employee (USD) — a whole-dollar amount from $0 to $100,000.
5. Under Available equipment categories, tick the categories employees can spend it on. With none ticked, employees can only request approved laptops.
6. Click Save changes.

Changes apply to items already sitting in employees' Buckets. Requests that were already sent keep their prices. Turning the allowance off doesn't clear what employees have already used.

Copy a setup to other departmentsCopy Anchor Link

1. On the department page, click Copy setup.
2. The Copy [department] setup drawer lists What gets copied — the allowance, the categories and the approved products.
3. Pick the Destination departments.
4. Tick I understand that the selected departments' existing setups will be replaced. — copying overwrites whatever those departments had.
5. Click Copy to N departments. You'll see Setup copied to N departments.

Give one employee an exceptionCopy Anchor Link

When someone needs more than the standard allowance — or a fresh start — adjust just their balance:

1. On the department page, click the people count, then the employee's Allowance link. You'll see their Allowance, Already requested and Available amounts.
2. Under Allowance exception, choose Reopen balance or Reset allowance.
3. Enter the New available amount (USD) and a Reason (at least 3 characters).
4. Click Apply exception.

The same page lists the employee's Recent requests and the Exception history, so you can see who changed what and why.

Compare product availability across departmentsCopy Anchor Link

Click Manage product availability on the Pre-Approved Products tab to see which products each department can request, side by side.

1. Choose up to five Departments to compare.
2. Each product row shows its Product, Category and Price (Not priced if it has none), then an Enabled / Disabled checkbox per department. Category disabled means the department's allowance doesn't include that category.
3. Filter by Category or Country, select products, and use Enable in N departments or Disable in N departments to change several at once.