Every field, column, and permission on the product groups list and the group form, and how a group changes what a production run can pull.
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Real help from real food people
Chef Diego runs a real food plant. If this page didn't get you there, tell us — a person reads every message.
You keep jasmine rice and basmati rice, and either one works in the same bowls.
Telling Bettr they're a lets a run that calls for one pull
the other, so a swap on the floor never means rewriting a recipe. This page maps
every field, column, and permission on the list where your groups live and the
form where you build them. Open
Product groups,
under Production, to read along.
Where product groups live
Product groups sit under Production in the top navigation, not under
Inventory — grouping products is a production tool, even though the products
themselves are managed under Inventory → Products. The screen lists every
group in the company shown in the top navigation; switch companies there and the
list follows.
The product groups list
The list holds one row per group. Three controls sit above it:
Search by name — filters the list as you type, matching the group name.
Sort — by name, by number of products, or by when each group was created,
with a direction toggle for ascending or descending. It opens sorted by name,
ascending.
New — opens the form to build a group. It shows only if your role can
create product groups.
A Clear all link appears once a search or a non-default sort is active and
returns the list to its default. When no group matches, the list reads No
product groups found. Once you have more groups than fit on a page, a
per-page selector and pager sit below the list.
What each row shows
Reading a row left to right:
Name — the group's name, which links to its edit form.
Product count — a badge counting the products in the group, pluralized
honestly: 1 product, 2 products.
Created — the date you first made the group, as YYYY-MM-DD.
Each row carries the group's name, a badge counting its members, and the date the group was created.
The group form
Selecting a row — or New — opens the same form, titled New product group
or Edit product group. It carries three fields:
Company — read-only. A group belongs to the company you're working in; to
build one for a different company, switch companies in the top navigation
first.
Name(required) — what the group is called, up to 255 characters. It must
be unique within the company; reusing a name already in use is rejected.
Products(required) — a searchable checklist of the company's products.
Search by name or code to narrow it, then check every product that belongs in
the group. Each entry shows the product's name, its category, its code, and its
unit price, and a running tally beside Products reports how many you've
picked.
The action button reads Create on a new group and Save on an existing
one. It stays disabled until at least one product is checked — a group needs
members to have anything to interchange. Cancel closes the form without
saving.
Every change is a new version
Product groups are never overwritten. Each time you create or save a group,
Bettr records a new version and keeps the previous one, so the full history
stays intact; the list always shows the latest. See How inventory works in
Bettr for why records are kept this way.
Deleting a group
The edit form carries a Danger zone with a Delete product group button.
Deleting removes the group from every list and picker, so no run treats its
products as interchangeable again.
A deleted group leaves the lookups but stays on the record
Deletion is logged as an event, not erased — the underlying record is kept for
audit — but there is no undo. If you need a deleted group back, rebuild it by
hand.
Where a group applies
A group does its work in
Production runs. When
a run consumes a recipe ingredient, it doesn't limit itself to the exact product
the recipe names — it treats every other product in that product's group as a
stand-in. A run that calls for jasmine rice can draw from your basmati lots too,
as long as both sit in the same group. Because a group widens what a run will
pull, keep its members honestly interchangeable — see Organize products into
groups.
Who can view and manage product groups
Access to product groups is set per role, under Warehouse & Inventory in the
permission catalog:
View product groups — open the list and any group's form. Without it, the
page redirects to an unauthorized notice.
Create product groups — shows the New button and lets you build a
group.
Edit product groups — lets you rename a group and change its members from
the edit form.
Delete product groups — lets you delete a group from the Danger zone.