Overview

What is Budgeting Pro?

Budgeting Pro is a powerful non-embedded Shopify app designed specifically for B2B businesses that need to implement budget controls and approval workflows for their purchasing processes. When installed, the app creates a dedicated subdomain for your shop, providing a seamless integration with your existing Shopify store while maintaining complete control over your company's spending.

Key Features

🏢 Multi-Location Management

  • Create and manage multiple company locations
  • Set individual budgets for each location
  • Track spending across all locations from a centralized dashboard

💰 Budget Control & Monitoring

  • Set budget limits for different locations and time periods
  • Real-time budget tracking and spending alerts
  • Comprehensive budget reporting and analytics

🛒 Smart Order Management

  • Automatic synchronization with Shopify draft orders
  • Budget validation before order processing
  • Add or remove products based on budget availability
  • Streamlined approval workflows

👥 User Management & Permissions

  • Role-based access control
  • Company user registration and management
  • Secure authentication and authorization

📊 Advanced Reporting

  • Detailed spending reports by location
  • Budget utilization analytics
  • Order history and approval tracking

How It Works

  1. Installation: Install Budgeting Pro from the Shopify App Store
  2. Setup: A superadmin account is automatically created with your shop owner credentials
  3. Configuration: Set up your company locations and budget allocations
  4. Integration: Orders placed in your Shopify store are automatically synced as draft orders
  5. Approval Process: Users can review orders, check budget restrictions, and submit for approval
  6. Management: Track spending, manage budgets, and generate reports through the dedicated app interface

Who Is It For?

Budgeting Pro is perfect for:

  • B2B Companies with multiple locations or departments
  • Businesses that need to control and monitor employee spending
  • Organizations requiring approval workflows for purchases
  • Companies with complex budget allocation needs
  • Shopify stores serving business customers with spending limits

Whether you're a growing company with multiple offices or an established business with complex purchasing requirements, Budgeting Pro provides the tools you need to maintain financial control while streamlining your procurement process.