Did you know your clients can track spending by user group or by product?
Your clients can to track spending by department, user, user group or by product.
For example, one of your clients wants to track how much the sales team in the east coast spent vs the sales team in the west coast and which product was the most popular during a specific timeframe.
Using what we call “accounting units” your clients can easily assign accounting identifiers to user groups or specific users to track spending in their storefront.
Benefits to your client
- Track spending by department or user group
- Track granular accounting codes assigned to groups and users
- Easily assign accounting unit from the cart to a product
- Pull reports that detail the spending for each group or users
How does it work
Your clients add accounting units and assign them to a user or group of users. Upon checkout, the default accounting unit is automatically applied to users’ orders. Users also have the option to select from additional accounting units available to them. If the accounting unit is on a product and user level, then the accounting unit can be selected in the cart for each order line.
This feature simplifies accounting procedures and makes it easier on your client to track spending.
