Order Management


Current Scope

In the current version of Budgeting Pro, order management is implemented through the Draft Orders resource in the app panel.

There is not a separate generic "Orders" module with its own independent resource set.

What the UI Currently Supports

The implemented UI supports:

  • listing Shopify-backed draft orders
  • viewing order details
  • checking yearly and monthly budget status
  • adding, editing, and deleting order lines when allowed
  • commenting on orders
  • moving orders through available workflow actions

Statuses and Workflow

Orders in the current build can move through statuses such as:

  • draft
  • pending approval
  • needs rework
  • approved
  • processing
  • completed
  • failed

Available actions depend on both the order state and the signed-in user's role.

Where to Read More

For the detailed resource behavior, use: