The companies, contacts, notifications, and accounting connection you set once so the rest of Bettr Manager fits how your business already runs.
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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.
Settings is where you tell Bettr Manager how your business is put together: the
plants you run, the customers and vendors you buy from and sell to, who hears
about what, and the accounting system your books already live in. You set these
up once, and the rest of the product — purchasing, production, sales, invoices —
leans on them.
Companies are the plants you run
A company in Bettr Manager is one physical place or legal entity: a plant, a
commissary, a distribution site. Most operations start with one and add more as
they grow. Each company keeps its own products, stock, orders, and records, and
you move between them with the company switcher in the sidebar.
Open Companies to add one
or edit its details. A company carries its name and short code, a description,
its plant address and USDA establishment number, and the time zone its floor
works in — so dates and shifts read in local time. It also holds an Odoo company
ID that lines it up with your accounting system.
Nothing is deleted for real
Removing a company hides it from every list and the switcher, but its records
are kept for audit and it can't be brought back. That holds across Bettr
Manager: every change is added to the history, never written over the top of
what came before.
Contacts are your customers and vendors
Contacts are the businesses you deal with — the vendors you buy ingredients and
packaging from, and the customers you sell finished goods to. One contact can be
both. Open Contacts to add
one, mark it a customer, a vendor, or both, and record how it pays (a payment
method and terms, like Credit on Net 30). Purchasing draws its vendors from this
list and sales draws its customers, so a contact you add here is the same one a
purchase order or sales order picks up later.
Qualifying a vendor before you buy
Before you buy from a vendor, you qualify it, and its
lives on the contact:
a risk assessment and a QA contact, plus the six documents an auditor expects — a
third-party audit and its report, a Letter of Guarantee, a Certificate of
Insurance, a HACCP certificate, and an FDA registration. Until those are in and
the contact is approved, its validation reads Pending. Keeping this current is
what makes a supplier audit-ready before anyone walks in.
Notifications keep the right people informed
Bettr Manager watches for events worth knowing about — a sales order shipped, a
receipt waiting on a QC check — and turns them into notifications. You control
two halves of that.
Notification types are the events your company switches on. Each one carries the
message it sends, with fields like the order number and customer name that fill
themselves in, and the record it points at. Recipients decide who receives each
type: a specific person, everyone in a department, or everyone with a role.
The feed is where those land — open
Notifications from the
sidebar. Unread ones are marked New, opening one jumps straight to the record
it's about, and you can mark the whole list read at once.
Integrations connect your accounting system
Most food businesses keep their books in an accounting system long before they
adopt an operations platform, and Bettr Manager doesn't ask you to move off it.
The Integrations hub
connects the one you run on so the two stay in step, instead of your team
re-keying between them. Two accounting systems connect today.
QuickBooks Online
QuickBooks covers your accounting and bookkeeping. You connect it once through
QuickBooks' own sign-in, and Bettr Manager records which QuickBooks company — its
realm — you linked. From the hub you can see the connection and disconnect it.
Odoo
Odoo works differently from QuickBooks in two ways. First, it needs the
Purchasing module, so it comes with the Kitchen plan and up.
Kitchen+ Second, you connect it with your Odoo
server's own address, database, and sign-in, then use Test connection to confirm
the link before you rely on it.
Odoo holds the master data your buying runs on: products, vendors, vendor
pricing, product groups, and companies. You bring it into Bettr Manager with a
pull — you tick which of those to fetch and run it, and the pull history keeps a
record of each one. To keep changes flowing without a manual pull, you add a
for your product,
vendor, and purchase-order updates. If that URL is ever exposed, you can
regenerate it.
What syncs where
QuickBooks Online — your accounting and bookkeeping. Connected through
QuickBooks' sign-in; Bettr Manager knows which QuickBooks company it's tied to.
Odoo — your buying master data (products, vendors, vendor pricing, product
groups, and companies) pulled into Bettr Manager, with a webhook to keep
product, vendor, and purchase-order changes current. Needs the Purchasing
module.