SHOPIFY APP
4Budgeting Pro
Empower your B2B customers with location-wise budget management, draft order control, and comprehensive role-based permissions. The complete budgeting solution for Shopify merchants.
SHOPIFY APP
Empower your B2B customers with location-wise budget management, draft order control, and comprehensive role-based permissions. The complete budgeting solution for Shopify merchants.
4Budgeting Pro enables Shopify store owners to offer their B2B customers a powerful budgeting system. Create location-specific budgets, manage draft orders, and control access with granular permissions—all without requiring credit cards upfront.
Access comprehensive documentation with step-by-step guides, API references, and best practices to help you implement 4Budgeting Pro effectively.
v1.0 - Latest Version
Everything you need to manage B2B budgets efficiently
Create and manage budgets for different locations, departments, or business units. Set spending limits per location and track usage in real-time.
Automatically receives all B2B order drafts and creates a central queue for budget review without manual effort. Streamlined workflow from order creation to approval.
Orders are immediately compared with preset customer budgets. Receive clear indications of whether an order is within, close to, or above the limit for instant decision-making.
Granular role-based access control. Define who can create budgets, approve orders, and access specific locations. Complete control over user permissions.
Access your dedicated shop owner dashboard to manage companies, view analytics, and provide support. Get insights into your B2B operations and customer activity.
View B2B order analytics and insights through interactive graphs and dashboard cards. Monitor key metrics including company count, location count, and other operational data.
View all registered companies in the company menu. Import companies via company ID if they have not been imported yet. Access company details, main contact information, and location details.
View user roles for each company user and update user roles as needed. Manage user permissions and access levels to ensure proper security and functionality.
Securely impersonate company users to troubleshoot issues, provide support, or verify user experiences. See exactly what your B2B customers see and resolve issues quickly.
View graphs and visualizations about B2B orders to understand order trends, patterns, and performance metrics.
Quick overview cards showing key metrics such as total number of companies and total number of locations registered in the system.
Access a comprehensive company menu that displays all registered companies in your system for easy navigation and management.
Import companies via company ID if they have not been imported yet. Easily add new companies to your system when needed.
View company details, main contact information, and location details for each registered company. Access comprehensive company profiles.
View user roles for each company user and update user roles as needed. Manage permissions and access levels effectively.
Securely impersonate company users to troubleshoot issues or provide support. Experience the system exactly as your B2B customers do.
Your B2B customers can create budgets and place orders without adding credit card information. Perfect for trust-based B2B relationships.
Monitor budget usage across all locations in real-time. Get instant notifications when budgets are approaching limits.
Built with security in mind. Role-based permissions ensure that only authorized users can access and modify budgets and orders.
Native Shopify app that integrates seamlessly with your existing store. No complex setup required—install and start using immediately.
Designed specifically for B2B merchants who need advanced budget management and order control capabilities.
Simple setup, powerful results
Create location-specific budgets for your B2B customers. Set spending limits and define budget periods.
Customers create draft orders within their budget limits. Review and modify orders before final confirmation.
Approve orders with a single click. Budgets are automatically updated, and you maintain complete visibility into all transactions.
Automated order processing with intelligent budget management
The app automatically receives all B2B order drafts and creates a central queue for budget review without manual effort. No need to manually track or import orders—everything is handled seamlessly in the background.
Orders are immediately compared with preset customer budgets. Receive clear indications of whether an order is within, close to, or above the limit. Get instant visual feedback to make informed decisions quickly.
The customer receives an email to compare the order with their budget in the approval portal. Everything they need is in one place for easy review and decision-making.
Customers can approve orders with a single click or return them with comments for revision. A simple, intuitive workflow for everyone. The customer approves the order with one click or sends it back with comments for revision—streamlined communication that keeps everyone aligned.
Manage budgets for different store locations, warehouses, or regional offices independently.
Automatically receive all B2B draft orders in a central queue for budget review. No manual tracking or import needed—everything flows seamlessly.
Get immediate visual indicators showing whether orders are within, close to, or above budget limits. Make informed decisions quickly with clear budget status.
Implement multi-level approval processes with role-based permissions.
Enable B2B customers to purchase without credit cards, building trust and simplifying transactions.
Ensure all orders stay within approved budgets with automatic limit enforcement.
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