Budget Management

How Budgeting Works in the Current Build

Budgeting in the current application is location-based.

There is no separate company-wide budget resource in the UI. Instead:

  • each location can have yearly budgets
  • each yearly budget can include monthly amounts
  • draft orders are checked against the assigned location budget

Where Budgets Live

Budgets are managed inside a location record through the Budgets relation manager.

The current data model centers on:

  • one location
  • one year
  • one yearly amount
  • optional monthly amounts

For the exact form and validation behavior, see Location Budget Management.

How Budgets Affect Orders

Orders expose budget status in two places:

  • in the draft-order list
  • in the budget status widget on the order detail page

The application checks:

  • yearly remaining budget
  • monthly remaining budget

When an order is successfully completed in Shopify, the app creates a budget transaction so future orders can be checked against updated remaining funds.

What the Dashboard Shows

The company dashboard includes a Budget vs Spending chart.

In the current implementation it:

  • works against the selected company tenant
  • compares budget and spending for a location
  • defaults to the first location in the tenant

This build does not include a separate budget reporting suite, export center, or advanced budget analytics module in the UI.