Frequently Asked Questions

General

What is Budgeting Pro in the current release?

It is a Shopify-connected Laravel Filament application with:

  • a shop admin panel
  • a company-facing app panel
  • company tenants
  • locations
  • location budgets
  • draft-order review and completion

Is the app multi-tenant?

Yes. The app panel is tenant-based by company, and the entire installation is also shop-scoped by subdomain.

Does every shop get its own subdomain?

Yes. The application resolves the current shop from the subdomain and keeps branding and data scoped to that shop.

Example:

  • https://your-shop-subdomain.4budgetingpro.app/admin
  • https://your-shop-subdomain.4budgetingpro.app/app

Installation and Access

What happens when the Shopify app is installed?

The install flow creates or updates the shop, creates a shop super admin account, emails credentials, and starts background jobs such as webhook registration and company import.

How do I log in as the shop admin?

Use /admin on the shop subdomain with the emailed email and password.

How do company users log in?

Use /app/login with email and the OTP sent by email.

Is subscription approval required?

Yes. Newly installed shops get a short initial access window, after which the billing and subscription approval flow can be enforced.

Companies and Users

How are companies created?

Currently, companies can come from:

  • Shopify import through the admin panel
  • app-panel company registration followed by email verification

Can a user belong to more than one company?

Yes. The user model supports multiple company relationships, and the app panel uses tenant access based on those assignments.

Can I create users from the app panel?

Yes. The app panel has a Users resource for creating and maintaining company users.

Are users assigned to locations from the Users page?

No. Location membership is managed from each location's Location Users relation manager.

Locations and Budgets

Are budgets company-wide or location-based?

In the current build, budgets are location-based.

Can I create more than one budget for the same location and year?

No. The form prevents duplicate budget years for the same location.

Are monthly budgets required?

No. Only the yearly amount is required.

Draft Orders

Is there a separate Orders module?

The current order-management UI is the Draft Orders resource in the app panel.

Can draft-order lines be edited?

Yes, when the current user and order state allow it. The detail view supports adding, editing, and deleting order lines.

How does budget checking work?

The order screens show yearly and monthly budget checks against the assigned location budget.

When is spending recorded against a budget?

A budget transaction is created when an order is completed successfully in Shopify.