1. Food and Beverage D2C OMS
  2. Reports and operational decisions
Reference

Reports for the questions your team asks

Review orders, lots, temperature events, payments and operation receipts.

Overview
Food and Beverage D2C OMS · Overview

Food and Beverage D2C OMS dashboard

This quarter

Cold chain handoffs in view
6
Submitted
6
Handed off at in 14 days
3

Customer orders by status

How far records got this quarter

StageReachedStep
Draft37
Review924%
Approved222%
Executed150%

Net amount USD by status

Sample totals per stage

0
-3000Draft
-1000Review
-4000Approved
-1000Executed
0Rejected
Example screen with sample data

Questions to answer

Order status and value List

Which current orders are in review, approved or executed, and what USD amount is attached?

Lot and best-by exposure List

Which ordered units share a product lot and best-by date?

Cold-chain exception mix List

Which issue types remain open or escalated, and who owns them?

Payment evidence by order Grouped

How do captured or refunded amounts compare with the order's net amount?

Receipt verification List

Which order operations have failed or corrected receipts?

More reports

Promised orders List

List orders by promised date, owner and current status.

Shipment event trail Grouped

Trace fulfillment events from each customer order through event type and time.

Review decision history Grouped

Read each order's decision, revision, owner and decision time.

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.

How to get started