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- Food and Beverage D2C OMS
- Data model and import order
The tables behind Food and Beverage D2C OMS
Food and Beverage D2C OMS ships with 14 tables, grouped here by the feature that uses them. Every record your team works with lives in one of them, and you can add fields and tables in Proto.
- Tables
- 14
- Features
- 6
- Change it
- Add fields and tables in Proto
How the model is organised
Customer orders:
Customer orders, order lines, Customers, Products. A customer order holds the request; lines carry product, unit price, lot and best-by detail.
Order review:
Review decisions, operation receipts, record attachments. Decisions belong to the order revision, while receipts and attachments preserve supporting evidence.
Fulfillment:
Fulfillment events, cold chain handoffs. Events record the work and handoffs carry the carrier context.
Cold-chain operations:
Cold chain exceptions, fulfillment events. Exceptions connect a condition or delivery issue to the affected order.
Payments:
Payment evidence, customer orders. Capture and refund evidence stays with the order it concerns.
Organization:
Organizations, team members, Users. Staff and organizational identity supply ownership context.
Every table, by feature
- Customer orders4
- Catalog and customers5
- Order review6
- Allocation and fulfillment5
- Cold-chain operations5
- Payments and reconciliation6
- Customer orders
Customer orders: the parent record for order lines, fulfillment events, review decisions, operation receipts, payment evidence and attachments.
Linked to Organizations, Team members, Customers - Order lines
Order lines for a customer order, carrying lot and best-by detail.
Linked to Customer orders, Products - Customers
Direct-to-consumer customers that place customer orders.
Linked to Organizations - Products
Products available to order lines, with storage regime and shelf life.
Linked to Organizations
- Products
Products available to order lines, with storage regime and shelf life.
Linked to Organizations - Customers
Direct-to-consumer customers that place customer orders.
Linked to Organizations - Organizations
Fulfillment organizations that own customer orders and their cold-chain records.
- Team members
Internal staff who own orders, reviews and operational records.
Linked to Organizations, Users - Users
Users
Linked to Users
- Customer orders
Customer orders: the parent record for order lines, fulfillment events, review decisions, operation receipts, payment evidence and attachments.
Linked to Organizations, Team members, Customers - Order lines
Order lines for a customer order, carrying lot and best-by detail.
Linked to Customer orders, Products - Review decisions
Independent review decisions recorded against a customer order revision.
Linked to Organizations, Team members, Customer orders - Cold chain exceptions
Operational cold-chain exceptions raised against a customer order.
Linked to Customer orders, Team members - Operation receipts
Operation receipts proving what the system recorded for an order operation.
Linked to Organizations, Team members, Customer orders - Record attachments
Documents and links attached to an order as supporting evidence.
Linked to Customer orders, Organizations
- Customer orders
Customer orders: the parent record for order lines, fulfillment events, review decisions, operation receipts, payment evidence and attachments.
Linked to Organizations, Team members, Customers - Order lines
Order lines for a customer order, carrying lot and best-by detail.
Linked to Customer orders, Products - Fulfillment events
Fulfillment events recorded against a customer order, with cold-chain state and temperature at handoff.
Linked to Customer orders, Organizations - Operation receipts
Operation receipts proving what the system recorded for an order operation.
Linked to Organizations, Team members, Customer orders - Products
Products available to order lines, with storage regime and shelf life.
Linked to Organizations
- Cold chain handoffs
Carrier handoff records for a customer order.
Linked to Customer orders, Organizations - Fulfillment events
Fulfillment events recorded against a customer order, with cold-chain state and temperature at handoff.
Linked to Customer orders, Organizations - Cold chain exceptions
Operational cold-chain exceptions raised against a customer order.
Linked to Customer orders, Team members - Record attachments
Documents and links attached to an order as supporting evidence.
Linked to Customer orders, Organizations - Customer orders
Customer orders: the parent record for order lines, fulfillment events, review decisions, operation receipts, payment evidence and attachments.
Linked to Organizations, Team members, Customers
- Payment evidence
Payment and refund evidence linked to a customer order.
Linked to Customer orders - Operation receipts
Operation receipts proving what the system recorded for an order operation.
Linked to Organizations, Team members, Customer orders - Customer orders
Customer orders: the parent record for order lines, fulfillment events, review decisions, operation receipts, payment evidence and attachments.
Linked to Organizations, Team members, Customers - Order lines
Order lines for a customer order, carrying lot and best-by detail.
Linked to Customer orders, Products - Fulfillment events
Fulfillment events recorded against a customer order, with cold-chain state and temperature at handoff.
Linked to Customer orders, Organizations - Cold chain exceptions
Operational cold-chain exceptions raised against a customer order.
Linked to Customer orders, Team members
Keys and references
Customer orders is the parent of lines, fulfillment events, handoffs, payment evidence, decisions, receipts and exceptions. Keep its record number and revision stable when moving records from another system. Order lines refers to Products; the order refers to both the paying and receiving Customers. A team members owner links work to a Users identity. Preserve provider and carrier references when they are available.
Do not flatten a saved list into another table. Open Customer Orders and Orders Awaiting Review are views of customer orders; the exception, payment, receipt and fulfillment lists are views of their respective source records.
Migration order
- Load Organizations and Users, then team members for the operating organization.
- Load active Customers and Products with addresses, storage regimes and prices.
- Load customer orders, followed by linked order lines and their product references.
- Load review decisions, cold chain handoffs, fulfillment events and cold chain exceptions with their original order links.
- Load payment evidence, operation receipts and record attachments; reconcile each imported order and its history.
Set up Food and Beverage D2C OMS your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.