Import errors
| Message or symptom | Why it happens | Fix |
|---|---|---|
| No files selected | The import form has no supported files. | Add at least one supported CSV. See CSV imports. |
| Unsupported file name | Batchlane imports by exact filename. | Rename the file to a supported name such as items.csv or customers.csv. |
| Row-level validation errors | Required column, duplicate value, bad date, bad status, or missing referenced record. | Fix the CSV row shown in the dry-run report, then validate again. |
| Referenced SKU does not exist | A lot, recipe, component, or order references an item missing from the workspace and bundle. | Add the item first or include items.csv in the same bundle. |
| Only workspace owners and admins can import core data | Current user lacks import permission. | Ask an owner/admin to run the import or update roles in Settings and roles. |
| Import job failed | Worker hit validation or processing after queueing. | Open job history, review the error and validation rows, fix source data, then retry if appropriate. |
Document and QA errors
| Message or symptom | Why it happens | Fix |
|---|---|---|
| Upload a file before accepting this document | The document has no current file version. | Upload the COA, supplier doc, batch attachment, or export before accepting. |
| Review the current document version | Someone uploaded a newer version while an old version was open. | Reopen the document and review the latest version. |
| Only uploaded or rejected documents can be accepted | The document is missing, reviewed, or retired. | Upload a file, restore if retired, or leave reviewed documents unchanged. |
| Retired documents cannot be reviewed or rejected | Retired files are not active review work. | Restore the document first if active review is needed. |
| A rejection reason is required | QA rejected without explaining the correction. | Add a clear reason that tells the uploader what to fix. |
Inventory and scan errors
| Message or symptom | Why it happens | Fix |
|---|---|---|
| No lot matched scan input | The scanned code is not an internal lot, supplier lot, traceability lot, or Batchlane lot link in this workspace. | Search manually in Inventory, then verify the label source. |
| Lot unavailable for production | Quantity, status, expiry, unit, or component relationship blocks selection. | Check available quantity, status, unit, and recipe component setup. |
| Valuation looks wrong | Cost was missing or incorrect during receiving or production. | Review lot cost and movement history in Inventory and Reports. |
| FEFO selected a different lot than expected | Earlier-expiring available stock exists. | Check expiry dates, hold/quarantine state, and documented QA exceptions. |
Production errors
| Message or symptom | Why it happens | Fix |
|---|---|---|
| Create an active recipe before scheduling production | No active recipe version exists. | Activate a valid recipe version in Recipes. |
| Run is blocked by shortages | Required input lots are missing, unavailable, held, quarantined, expired, or in the wrong unit. | Fix Inventory, receiving, or recipe component quantities. |
| QA cannot sign off | User lacks role access or required review work is incomplete. | Check Settings and roles and Documents and QA. |
| Signed run needs correction | Signed records preserve history. | Use auditable correction workflows instead of silent edits. |
Order and shipment errors
| Message or symptom | Why it happens | Fix |
|---|---|---|
| No reserved inventory is ready to ship | The order has no active open reservations. | Reserve finished lots before posting shipment. |
| Shipment quantity exceeds reserved quantity | Ship quantity is greater than the reservation’s open quantity. | Reduce the shipment quantity or reserve additional finished stock. |
| Reservation has no open quantity to release | Reservation is already shipped, released, or fully consumed. | Review order status and reservation history. |
| Canceled or shipped orders cannot be edited | Finalized order states are protected. | Create a new order or use an allowed correction path. |
QuickBooks errors
| Message or symptom | Why it happens | Fix |
|---|---|---|
| Connect QuickBooks before syncing | Workspace has no active QuickBooks connection. | Connect from QuickBooks setup. |
| Reconnect QuickBooks to continue syncing | OAuth needs reauthorization. | Reconnect QuickBooks, then retry sync. |
| QuickBooks is not configured | Required integration settings are missing. | Confirm QuickBooks app credentials and redirect URL are configured. |
| Item sync requires default account IDs | QuickBooks item sync needs accounting defaults. | Configure default income and expense accounts before item sync. |
| Sync finished with issues | Some records failed while others may have synced. | Review sync issues before month-end close. |
Permission and plan errors
| Message or symptom | Why it happens | Fix |
|---|---|---|
| Upgrade in Settings to use this workspace feature | Plan does not include the feature. | Review billing in Settings or ask an owner/admin. |
| Only workspace owners and admins can manage billing | Current user cannot change billing. | Ask an owner/admin. |
| Choose an active workspace role | Task or signoff selected an inactive or missing role. | Update role selection in Settings and roles. |
| Platform admin access is required | Founder/admin action is restricted. | Use a normal workspace workflow unless you are a platform admin. |