What every status, field, and record on a sales order means — the list filters, the order's panels, its line items and shipped lots, and the truck record that rode with it.
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.
A customer calls to ask where their order stands, or an auditor points at one you shipped last week and asks which lots went out on it. You open the order and read the answer straight off the screen — once you know what each badge, panel, and number means. This is the field guide to a as it appears on the Sales orders screen — the statuses it moves through, the fields on every panel, the shipped lots on each line, and the truck record tied to it. Kitchen+
The Sales orders screen opens on every order for the company you're working in, newest first. Each row carries the order number, a status badge, and a line of context beneath it: the customer, the expected shipment date, who requested the order, and when it was created.
A row of controls above the list narrows what you see:
New, in the top right, opens the order builder for a fresh order.
An order's status is its stage in the flow, shown as a badge on the list and at the top of the order itself.
Each stage only opens once the one before it is done — you cannot prepare an order that is not approved, or ship one you have not prepared. A Pending order can also be discarded, which drops it from your lists for good; a discarded order shows no status because it no longer appears anywhere.
Statuses follow the work
You never pick a status from a menu. Bettr reads each one from what has actually happened to the order — an approval, a shipment, a delivery confirmation, a rejection — so the badge always matches the last real thing that was done. Move an order on with the buttons at its top, and the status catches up.
Open an order and its details sit in three panels, above the line items and the truck records. Its heading carries the order number and the current status badge, with a line beneath it: the customer, the expected shipment date, when it was created, and — once it ships — when it shipped. An order that came from a finished picking, or that mirrors a purchase order, shows that origin here too.
An order that came from a finished picking rather than a sale can have no customer at all — the panel says so, since the stock still left the building and stays on the books.
Every product on the order is a line. Each line shows the product name and code, and a running count of how it has been fulfilled:
A line priced with a discount wears a discount badge, and its own notes sit alongside the counts. The line's total and its unit price sit at the right, and the panel foots to the sales order total.
Once stock is staged against a line, each staged lot shows beneath it as a : the lot number (and the supplier's own lot number, where it differs), the location it came from, the quantity, and the unit price it shipped at.
While an order is being prepared, each line also wears a coverage badge on the staging screen — Needs stock before anything is staged, Partially covered while it is short, and Covered once its full quantity is staged.
Alongside the shipment you can record the truck that carried the order — the outbound half of the cold chain, and what an auditor asks for. An order holds as many truck records as it needs, and each one captures:
Adding, editing, and removing a truck record is its own permission, so Add record and the edit and remove controls show only for a role allowed to manage them.
The buttons at the top of an order change with its status and with what your role allows: