Setting a Budget For Customers

Topic summary

A user is building an apparel website with a dedicated section for a partnered business with multiple locations. They want to preload quarterly spending budgets for each location.

Proposed Solutions:

  • Gift Card Method: Create separate customer accounts for each location and issue gift cards that function as store credit for their quarterly budget. Email the codes to each location for redemption at checkout.

  • Automation Options: Apps like “Store Credit & Loyalty” or “Wholesale Club” can automate quarterly budget renewals and balance tracking.

  • Shopify Flow: Use Shopify Flow to automate issuing store credits on a quarterly schedule.

  • Shopify Plus Alternative: If on the Plus plan, create a company profile with multiple locations and assign staff to each location for more structured management.

The discussion remains open with no confirmed solution chosen by the original poster.

Summarized with AI on October 28. AI used: claude-sonnet-4-5-20250929.

Question - I am creating an apparel website, but I am also having a “page” on my apparel site that is strictly for a business that I partnered with that is buying my merch. This business has multiple locations. I was wondering if I could set up each location as a customer and pre load a dollar amount in their account that they have for spending each quarter?

Thanks in advance!

2 Likes

You can absolutely set each location up as its own customer account, then preload spending power via gift cards (they act like store credit).

Just create a customer for each location, go to Products > Gift cards**, generate a card for their quarterly budget, and email the code to them. They’ll redeem it at checkout until it runs out.

If you want that budget to auto-reload each quarter, check out lightweight apps like Store Credit & Loyalty or Wholesale Club—they’ll handle renewals and balances for you.

Hi, there

Create Separate Customers accounts for Each Location.Ensure each account has a unique email address and contact information.
Configure Quarterly Store Credit via Shopify Flow. Use Shopify Flow to automate the process of issuing preloaded store credits (prepaid amounts) to each customer account on a quarterly basis
Or if select plus plan. you also could create a company which has multiple locations. and assign staff to every location.