Every field, badge, and state on the production plans list, a plan's detail, and the production needs queue — plan types, statuses, quantities, and how "left to plan" is figured.
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Chef Diego runs a real food plant. If this page didn't get you there, tell us — a person reads every message.
A retail buyer moves next week's sauce order up, and before you commit the floor you need two answers: what do you actually have to make, and how much of it is already spoken for. Two screens hold those answers. A is one line on the running list under Production plans, and every open order still waiting to become one sits in the production needs queue next to it. This page names every field on both, and where each value comes from. Kitchen+
The list holds every plan in the company you're working in, newest first, one per row. The controls above it:
PP-00003.New sits in the top corner for roles that can create plans. It doesn't open a blank form — it takes you to Production needs, because a plan always starts from an open order or a recipe, never from an empty page. When nothing matches, the list reads No production plans found.
Reading a row left to right, then down:
PP- followed by a five-digit count that Bettr assigns per
company when the plan is created — then a type badge and a status badge.40 planned), the delivered
share for a sales-order plan (0% delivered), and the schedule state — either a
count like 3 scheduled days or Not scheduled.A plan's type is fixed when it's created and shown as a badge everywhere the plan appears:
A plan's status is its live state. Bettr figures the first three from what's happened to the plan's schedule — you don't set them as a field — and the last from whether someone has cancelled the plan:
Cancelled is not deleted
Cancelling and deleting both take a plan off the floor, but they aren't the same. A deleted plan drops from the list entirely. A cancelled plan stays on the list, keeps its schedule on record, and reads Cancelled — but it stops competing for work: its scheduled days drop off the production schedule so no one runs them, the cases it had reserved on its order lines free up for other plans, and it no longer counts toward demand on the master calendar. Reinstating it puts all of that back.
Selecting a plan opens its detail page. The header repeats the number, the type badge, and the status badge, over the plan's subject — the recipe name, or the product code and name. Schedule, Edit, Cancel, and Delete sit in the corner for the roles that can change or remove plans. On a cancelled plan, Schedule, Edit, and Cancel give way to a single Reinstate action, and a banner reads This plan is cancelled. Reinstate it to schedule or edit it again.
A row of tiles carries the plan's numbers:
A sales-order plan lists the order lines it's filling under Order lines. Each row links to its sales order and shows the product, then three running numbers for that line: how many cases are scheduled on this plan, how many have been delivered, and how many are still remaining on the order.
The Schedule section is the plan's dated production: one row per scheduled day, with the date, the recipe, and the quantity in the recipe's yield unit. Add schedule opens the scheduling screen when nothing is scheduled yet; Edit schedule opens it once days exist. Until you remove the schedule, the plan's quantities are locked — a banner reads Remove the schedule before updating this plan, and the edit form says the same. Building the schedule is its own task; see Schedule a plan into runs.
Cancel takes a plan out of play without removing it. You confirm against the plan's number, and from then on the plan reads Cancelled: it stays on the list and keeps its schedule days on record, but stops competing for work — its scheduled days leave the production schedule so no one can turn them into a run, the cases it reserved on its order lines are free for other plans again, and it drops out of master-calendar demand. While a plan is cancelled you can't schedule or edit it.
Reinstate undoes that. The plan returns to whatever status its schedule derives — Pending, In production, or Finished — and counts toward capacity and demand again. A plan can go back and forth as circumstances change, and each cancellation and each reinstatement stays on record.
A free-text Notes field, shown only when it's filled in — a line for whoever picks the plan up next.
Editing and deleting keep the record
Editing a plan writes a new revision rather than overwriting the last; deleting one records a deletion and drops it from the list, schedule and all. As everywhere in Bettr, nothing is erased — the plan and every earlier revision stay on record.
Production needs is the queue of open order lines still waiting to be planned. A line shows here only when all of the following hold, so the queue is exactly the work you can act on:
Remaining and left to plan are different numbers, and the gap is the point of the queue. Remaining is what's still owed on the order. Left to plan nets out what you've already committed: it's the remaining cases minus everything already scheduled for that line across your plans. A line 18 cases short with 4 already on a plan shows 18 remaining and 14 left to plan.
Above the queue: Ships from and to dates to bound the ship window, a product code search, an order number search, an All lines / Not yet planned filter to hide lines already on a plan, and a Newest first / Oldest first sort by when the order came in. Clear all resets them.
Select all ticks every line with cases left to plan — but only within a single product. Tick lines for one product and the rest disable; try to select all across two products and Bettr asks you to filter to a single product first. That's because a plan built from order lines is for one product, made by one final recipe.
The bar at the bottom of the queue is where planning starts. With order lines ticked, Create production plan opens a dialog to set the cases to schedule for each line, an extra quantity, and notes. With nothing ticked, Plan from a recipe opens a dialog to pick a recipe and an extra quantity instead — the way to build stock with no order behind it. Both land you on the new plan's detail. The step-by-step is in Create a production plan and review needs.
Access is set per role, under Production in the permission catalog: