This system connects recipes, batch production, purchased ingredients and packaging, lot availability, quality review, customer delivery and local finance for mid-market packaged-food, sauce and condiment, nonalcoholic beverage and ingredient-blend manufacturers. Teams scale approved formulas, record actual batch inputs and packed output, preserve shelf-life evidence and follow affected lots through stock, production and delivered orders.
Quotes in one list
Your Sales Manager confirms the order and delivery commitment.
Every feature works on the same records. Pick one to see the screen your team works in.
Give each batch a clear recipe, approved label and consistent units.
Products
Follow ingredients and packaging from approved purchase to accepted delivery.
Approval conditions
| Purchase order number | Supplier | Current total | Approval basis | Currency | Snapshot | |
|---|---|---|---|---|---|---|
| PO-54763 | Red Meadow Tomato Farm | 760 | 630 | Mexican peso | Soup batch record, revision 3 | |
| PO-65290 | Blue Basil Herb Farm | 850 | 500 | Mexican peso | Pear drink recipe, revision 2 | |
| PO-53464 | River Stone Chickpea Co-op | 70 | 170 | Swiss franc | Dressing specification, revision 2 | |
| PO-16635 | Orchard Hill Fruit Supply | 190 | 320 | Canadian dollar | Pear drink recipe, revision 2 | |
| PO-66171 | Willow Spring Bottleworks | 520 | 920 | Swiss franc | Dressing specification, revision 2 |
Find usable stock and protect each lot through storage, movement and return.
Approval conditions
| Count number | Warehouse | Counter | Policy | Lock | Planned end | |
|---|---|---|---|---|---|---|
| IC-53846 | Cedar Road chilled depot | Rina Choudhury | Allergen segregation policy, 2026 | Cedar Road chilled bay lock | 18 Oct | |
| IC-23849 | Bayfield dispatch center | Rina Choudhury | Batch trace response policy, 2026 | Orchard Lane bottle count lock | 04 Nov | |
| IC-30963 | North Mill dry goods store | Nadia Ibrahim | Shelf life release policy, 2026 | North Mill oats rack count lock | 11 Oct | |
| IC-41654 | Orchard Lane packaging site | Grace Okafor | Warehouse count policy, 2026 | South Fork overflow rack lock | 24 Oct | |
| IC-85484 | West Creek ingredient store | Asha Patel | Incoming ingredient policy, 2026 | South Fork overflow rack lock | 27 Oct |
Follow actual inputs, processing and packed output through each batch.
Work order operations
| Work order | Routing operation | Assigned to | Status | Planned start | Planned end | |
|---|---|---|---|---|---|---|
| WO 25037, basil sauce batch | Cook soup to target temperature | Owen Fitzgerald | Ready | 01 Nov | 09 Nov | |
| WO 25031, tomato soup batch | Fill and seal pasta sauce | Nadia Ibrahim | In progress | 22 Oct | 27 Oct | |
| WO 25036, apple granola batch | Carbonate pear beverage | Kenji Mori | Exception | 20 Oct | 24 Oct | |
| WO 25033, oat berry bar batch | Form and bake oat bars | Leila Osman | Ready | 18 Oct | 26 Oct | |
| WO 25032, lemon dressing batch | Wash and sort tomatoes | Soren Lind | In progress | 17 Oct | 23 Oct |
Review each population and follow affected goods through the business.
Review waits for the quality manager
| Inspection number | Plan | Product | Portion | Work order | Population quantity | |
|---|---|---|---|---|---|---|
| QI-84407 | Granola incoming oats plan | Apple cinnamon granola, 400 g | Oat bar lot OB260917, hold portion | WO 25031, tomato soup batch | 420 | |
| QI-65436 | Pasta sauce fill weight plan | Smoky chickpea dip, 200 g | Granola lot AG260920, release portion | WO 25037, basil sauce batch | 590 | |
| QI-85035 | Chickpea dip final release plan | Sparkling pear drink, 330 ml | Soup lot TS260915, retained sample | WO 25032, lemon dressing batch | 550 | |
| QI-32611 | Cordial bottle seal plan | Roasted tomato soup, 500 ml | Pear drink lot PD260918, pack portion | WO 25035, chickpea dip batch | 360 | |
| QI-70262 | Dressing acidity check plan | Smoky chickpea dip, 200 g | Pear drink lot PD260918, pack portion | WO 25031, tomato soup batch | 680 |
Promise suitable stock and follow each customer order through handover.
Approval waits for the sales manager
| Order number | Account | Shipment mode | Net total | Credit review | Snapshot | |
|---|---|---|---|---|---|---|
| SO-19704 | Cedar Grove Pantry | Carrier | 910 | Orchard Lane order review | Pear drink recipe, revision 2 | |
| SO-58801 | Meadow Bend Wholesale | Customer handover | 550 | Blue Heron seasonal limit review | Pear drink recipe, revision 2 | |
| SO-49499 | Orchard Lane Food Hall | Carrier | 200 | Blue Heron seasonal limit review | Chickpea dip release, revision 1 | |
| SO-26804 | Bright Hollow Cafes | Customer handover | 920 | Orchard Lane order review | Pear drink recipe, revision 2 | |
| SO-15180 | Cedar Grove Pantry | Carrier | 70 | Juniper Table credit review | Dressing specification, revision 2 |
Connect buying, production and customer delivery to each company’s books.
Approval waits for the finance manager
| Invoice number | Account | Document type | Net amount | Tax amount | Currency | |
|---|---|---|---|---|---|---|
| INV-65418 | Bright Hollow Cafes | Invoice | 770 | 540 | British pound | |
| INV-20008 | Meadow Bend Wholesale | Credit note | 860 | 800 | Japanese yen | |
| INV-55650 | Bright Hollow Cafes | Invoice | 300 | 500 | Canadian dollar | |
| INV-39758 | Meadow Bend Wholesale | Credit note | 30 | 200 | Japanese yen | |
| INV-99349 | Northbank Fresh Stores | Invoice | 890 | 460 | Swiss franc |
Understand availability, batch performance and open obligations together.
Work orders
| Work order number | Batch number | Output product | Planned quantity | Completed quantity | Planned start | |
|---|---|---|---|---|---|---|
| WO-91095 | WO-52984 | Apple cinnamon granola, 400 g | 690 | 0 | 03 Nov | |
| WO-46307 | WO-77990 | Roasted tomato soup, 500 ml | 300 | 270 | 18 Oct | |
| WO-39132 | WO-29852 | Apple cinnamon granola, 400 g | 370 | 50 | 20 Oct | |
| WO-49143 | WO-61864 | Lemon herb dressing, 250 ml | 510 | 510 | 18 Oct | |
| WO-72950 | WO-34890 | Apple cinnamon granola, 400 g | 30 | 0 | 26 Oct |
Order-to-cash ships ready to use. 2 steps need a named approval before the work moves on: Sales order (Sales Manager) and Invoice (Finance Manager).
Prepare a clear offer for the products and packs your customer needs.
Confirm the quantities, delivery dates and customer requirements.
Select suitable released lots and follow the goods through delivery.
Bill accurately from the supplied goods and agreed prices.
Keep customer balances current as payments arrive.
Open any quote to see the roles that work on it, its process stages and its approvals on one page.
Valid until, Net total, Currency and Owner.
Records linked to this quote.
Sales Coordinator and Sales Manager, each with their own permissions.
Quote and independently approve the customer order, with the role that acts.
Sales order and Invoice, with who decides.
Swiss franc · Draft
Signed in as Sales Manager
| Decision | Approver | |
|---|---|---|
| Sales orderConfirm the quantities, delivery dates and customer requirements. | Sales Manager | |
| InvoiceBill accurately from the supplied goods and agreed prices. | Finance Manager | |
| Approve sales orders and Quotes exceptions independently of creator, acceptance recorder where material and all material editors | Sales Manager | |
| Approve Accounts, price lists and commercial food policies through master changes | Sales Manager | |
| Approve trace cases contact packets and trace lines exact recipients/messages after independent Quality Manager scope approval | Sales Manager | |
| Review revised customer delivery dates, remaining-life terms and commercial quality deviations with actual customer evidence | Sales Manager |
Everyone opens Food & Beverage ERP to the work that is theirs. Pick a role to see what it starts with.
Maintains access and configured technical connections within approved company scope.
Prepares customer offers, accepted order details and approved trace-contact work.
This is the first screen this role sees.
Quotes · Sales Coordinator
Independently controls commercial terms, orders and external customer contact.
This is the first screen this role sees.
Sales orders · Sales Manager
| Order number | Account | Shipment mode | Net total | Credit review | Snapshot | |
|---|---|---|---|---|---|---|
| SO-19704 | Cedar Grove Pantry | Carrier | 910 | Orchard Lane order review | Pear drink recipe, revision 2 | |
| SO-58801 | Meadow Bend Wholesale | Customer handover | 550 | Blue Heron seasonal limit review | Pear drink recipe, revision 2 | |
| SO-49499 | Orchard Lane Food Hall | Carrier | 200 | Blue Heron seasonal limit review | Chickpea dip release, revision 1 | |
| SO-26804 | Bright Hollow Cafes | Customer handover | 920 | Orchard Lane order review | Pear drink recipe, revision 2 | |
| SO-15180 | Cedar Grove Pantry | Carrier | 70 | Juniper Table credit review | Dressing specification, revision 2 |
Prepares supplier commitments and independently approves purchasing within explicit limits.
This is the first screen this role sees.
Purchase orders · Purchasing Manager
| Purchase order number | Supplier | Current total | Approval basis | Currency | Snapshot | |
|---|---|---|---|---|---|---|
| PO-54763 | Red Meadow Tomato Farm | 760 | 630 | Mexican peso | Soup batch record, revision 3 | |
| PO-65290 | Blue Basil Herb Farm | 850 | 500 | Mexican peso | Pear drink recipe, revision 2 | |
| PO-53464 | River Stone Chickpea Co-op | 70 | 170 | Swiss franc | Dressing specification, revision 2 | |
| PO-16635 | Orchard Hill Fruit Supply | 190 | 320 | Canadian dollar | Pear drink recipe, revision 2 | |
| PO-66171 | Willow Spring Bottleworks | 520 | 920 | Swiss franc | Dressing specification, revision 2 |
Records actual independent receipt, storage, population segregation, movement and handover.
This is the first screen this role sees.
Receipt acceptances · Warehouse Operator
Controls warehouse movements, count decisions, return scope and ready-shipment release.
This is the first screen this role sees.
Inventory counts · Warehouse Manager
| Count number | Warehouse | Counter | Policy | Lock | Planned end | |
|---|---|---|---|---|---|---|
| IC-53846 | Cedar Road chilled depot | Rina Choudhury | Allergen segregation policy, 2026 | Cedar Road chilled bay lock | 18 Oct | |
| IC-23849 | Bayfield dispatch center | Rina Choudhury | Batch trace response policy, 2026 | Orchard Lane bottle count lock | 04 Nov | |
| IC-30963 | North Mill dry goods store | Nadia Ibrahim | Shelf life release policy, 2026 | North Mill oats rack count lock | 11 Oct | |
| IC-41654 | Orchard Lane packaging site | Grace Okafor | Warehouse count policy, 2026 | South Fork overflow rack lock | 24 Oct | |
| IC-85484 | West Creek ingredient store | Asha Patel | Incoming ingredient policy, 2026 | South Fork overflow rack lock | 27 Oct |
Controls recipe/routing versions, batch release, actual work acceptance, terminal output and quantity closure.
This is the first screen this role sees.
Work orders · Production Manager
| Work order number | Batch number | Output product | Planned quantity | Completed quantity | Planned start | |
|---|---|---|---|---|---|---|
| WO-91095 | WO-52984 | Apple cinnamon granola, 400 g | 690 | 0 | 03 Nov | |
| WO-46307 | WO-77990 | Roasted tomato soup, 500 ml | 300 | 270 | 18 Oct | |
| WO-39132 | WO-29852 | Apple cinnamon granola, 400 g | 370 | 50 | 20 Oct | |
| WO-49143 | WO-61864 | Lemon herb dressing, 250 ml | 510 | 510 | 18 Oct | |
| WO-72950 | WO-34890 | Apple cinnamon granola, 400 g | 30 | 0 | 26 Oct |
Performs assigned released batch work and records actual input, processing and packing evidence.
This is the first screen this role sees.
Work orders · Production Operator
| Work order number | Batch number | Output product | Planned quantity | Completed quantity | Planned start | |
|---|---|---|---|---|---|---|
| WO-91095 | WO-52984 | Apple cinnamon granola, 400 g | 690 | 0 | 03 Nov | |
| WO-46307 | WO-77990 | Roasted tomato soup, 500 ml | 300 | 270 | 18 Oct | |
| WO-39132 | WO-29852 | Apple cinnamon granola, 400 g | 370 | 50 | 20 Oct | |
| WO-49143 | WO-61864 | Lemon herb dressing, 250 ml | 510 | 510 | 18 Oct | |
| WO-72950 | WO-34890 | Apple cinnamon granola, 400 g | 30 | 0 | 26 Oct |
Records actual population, sampling, process and storage evidence and prepares trace investigation.
This is the first screen this role sees.
Work orders · Quality Inspector
| Work order number | Batch number | Output product | Planned quantity | Completed quantity | Planned start | |
|---|---|---|---|---|---|---|
| WO-91095 | WO-52984 | Apple cinnamon granola, 400 g | 690 | 0 | 03 Nov | |
| WO-46307 | WO-77990 | Roasted tomato soup, 500 ml | 300 | 270 | 18 Oct | |
| WO-39132 | WO-29852 | Apple cinnamon granola, 400 g | 370 | 50 | 20 Oct | |
| WO-49143 | WO-61864 | Lemon herb dressing, 250 ml | 510 | 510 | 18 Oct | |
| WO-72950 | WO-34890 | Apple cinnamon granola, 400 g | 30 | 0 | 26 Oct |
Independently controls food specifications, exact population eligibility, date decisions and trace scope.
This is the first screen this role sees.
Quality inspections · Quality Manager
| Inspection number | Plan | Product | Portion | Work order | Population quantity | |
|---|---|---|---|---|---|---|
| QI-84407 | Granola incoming oats plan | Apple cinnamon granola, 400 g | Oat bar lot OB260917, hold portion | WO 25031, tomato soup batch | 420 | |
| QI-65436 | Pasta sauce fill weight plan | Smoky chickpea dip, 200 g | Granola lot AG260920, release portion | WO 25037, basil sauce batch | 590 | |
| QI-85035 | Chickpea dip final release plan | Sparkling pear drink, 330 ml | Soup lot TS260915, retained sample | WO 25032, lemon dressing batch | 550 | |
| QI-32611 | Cordial bottle seal plan | Roasted tomato soup, 500 ml | Pear drink lot PD260918, pack portion | WO 25035, chickpea dip batch | 360 | |
| QI-70262 | Dressing acidity check plan | Smoky chickpea dip, 200 g | Pear drink lot PD260918, pack portion | WO 25031, tomato soup batch | 680 |
Prepares and executes guarded local finance and source reconciliation.
This is the first screen this role sees.
Receipt acceptances · Accountant
Independently controls monetary authority, costing, journals and period close.
This is the first screen this role sees.
Inventory counts · Finance Manager
| Count number | Warehouse | Counter | Policy | Lock | Planned end | |
|---|---|---|---|---|---|---|
| IC-53846 | Cedar Road chilled depot | Rina Choudhury | Allergen segregation policy, 2026 | Cedar Road chilled bay lock | 18 Oct | |
| IC-23849 | Bayfield dispatch center | Rina Choudhury | Batch trace response policy, 2026 | Orchard Lane bottle count lock | 04 Nov | |
| IC-30963 | North Mill dry goods store | Nadia Ibrahim | Shelf life release policy, 2026 | North Mill oats rack count lock | 11 Oct | |
| IC-41654 | Orchard Lane packaging site | Grace Okafor | Warehouse count policy, 2026 | South Fork overflow rack lock | 24 Oct | |
| IC-85484 | West Creek ingredient store | Asha Patel | Incoming ingredient policy, 2026 | South Fork overflow rack lock | 27 Oct |
Understand batch performance, usable stock and the financial result.
This quarter
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Draft | 49 | ||
| Submitted | 16 | 33% | |
| Approved | 3 | 19% | |
| Sent | 1 | 33% |
Sample totals per stage
Compare the approved recipe and cost basis used for production, with revisions and unit conversions visible.
Investigate actual material use, compatible yield measurements, terminal output and the separately reviewed cost difference.
Follow released work, actual progress and the material or value still waiting for resolution.
See which quantities can be used or supplied after current claims, holds and date policies are applied.
Follow required evidence, pending decisions and the exact quantities held, released or awaiting disposition.
Trace actual source lots, production and downstream product while keeping potential exposure separate from summable quantity and cost.
Track affected scope, controlled stock and response work through the reviewed case, including unresolved quantities or recipients.
Compare remaining customer demand with purchasing, accepted supply and eligible fulfillment.
Review outstanding customer and supplier amounts, due dates and partial settlement on the chosen currency basis.
See how Food & Beverage ERP fits your kind of team.
Connect recipe changes, production and the lots available to promise.
Keep blending, processing and packing connected to the actual ingredient lots.
Coordinate batch preparation, packaging and customer delivery.
Trace purchased ingredients through blends, repacking and customer lots.
Each stage of order-to-cash names the role that acts and the status it records, so a change is never anonymous.
Each stage, the role that acts and the status it records
Help teams prepare production work and investigate what needs attention.
Set up connections through ERP.AI and Proto workflows, with every change logged.
Every record lives in a table you can see, extend and export. Add fields or whole tables in Proto.
Browse all 108 tablesStart with one team and one process, then add the rest once the basics are running.
Confirm companies, facilities, products, suppliers and customers. Select recipe and pack conventions, measurement units, lot identity, date policies and the quality evidence required for each decision. Assign preparation, independent review, execution and financial authority to actual people.
Configure approved masters, recipes, routing, specifications, labels and cost standards. Follow receipt, material issue, actual processing, terminal output and quality release into delivery and billing. Include partial release, a date exception, an actual yield difference and a source-linked return.
Map stock populations, source lots, date history, active holds, open orders and issued production work. Reconcile nonposting stock and financial detail to one opening ledger at the agreed cutoff. Preserve existing genealogy and deliveries needed for investigations, plus current carrying and partial settlement.
Test access, independent decisions, quantity conservation and financial reconciliation with the responsible teams. Run a trace and withdrawal exercise using the actual configured scope. Resolve missing evidence and uncertain outcomes, approve the opening position and train users before enabling new operational work.
$0per user
The base account and everyday work in the ERP.AI app are free, for every user.
| Usage | Per $1 |
|---|---|
| Record reads (list, filter, get) | 20,000 |
| Search or aggregate queries | 4,000 |
| Record writes | 4,000 |
| Imported or synced records | 200,000 |
| Workflow runs | 2,000 |
| AI agent runs | 2,000 |
| Scheduled jobs or webhooks | 20,000 |
| File uploads (MB) | 2,000 |
| CSV or PDF exports | 100 |
Click Get started, then use Proto to configure Food & Beverage ERP for your business. Set up your workflows, import your data and invite your team.
It is designed for batch manufacturers of packaged foods, sauces and condiments, nonalcoholic beverages and ingredient blends. The selected scope connects recipes, purchasing, production, lot eligibility, wholesale delivery and local company finance. Confirm the fit for your products and operating methods during implementation.
Controlled revisions retain ingredient and packaging requirements, units and the applicable specifications. Released batches preserve their approved basis. A change to a recipe, label or quality requirement follows the relevant independent review before it affects eligible new work.
Each line retains its own unit and reviewed conversion. Scaling uses the recipe's reference output while preserving those units. The selected scope supports fixed same-dimension and pack conversions; it does not silently infer density, potency or catch-weight adjustments.
The quality decision identifies the exact affected population. Released quantity can become eligible when its other conditions are satisfied, while the rest retains its holds. Changing a general lot status cannot release quantities that were outside the reviewed decision.
It can propose suitable available lots using the configured expiry and remaining-life rules. Current holds, reservations and customer requirements still apply. Eligibility is checked again at the actual handover, including relevant changes to the expected delivery date.
Repacking preserves the source lot and age history. It does not automatically renew product life. Corrections or extensions require the configured evidence and independent Quality Manager decision, with the previous dates retained for review.
The model links actual input lots with batches, output and downstream deliveries. Investigation scope can include every output of a commingled batch. Potential exposure is broader than a cost allocation and remains visible when quantities have already left the warehouse.
Physical output acceptance, quality eligibility and financial closure have separate effects. Accepted owned output can remain valued held stock while quality review is pending. Releasing its eligible population does not create another batch quantity or inventory value.
The system supports recorded evidence, controlled decisions and traceability response work. Your responsible specialists select the applicable methods, obligations and release policies. Certification, legal recall determinations and regulatory notifications are not established by an authored website or a completed workflow.
Start free, then use Proto to change fields, steps and approvals before your team goes live.