Core records

These records are the product backbone. Most procedures create, link, review, or export these records. For workflow context, start with How Batchlane works and System map.

Record	Stores	Created by	Used by
Organization	Workspace identity, slug, industry, billing email, onboarding stage, time zone	Workspace setup	All tenant-scoped records
Organization member / role	User membership, role, permission context	Invites and setup	Navigation, permissions, admin, audit ownership
Location	Plant, receiving, storage, production, shipping, quarantine areas	Settings and roles	Receiving, Inventory, Orders
Unit and conversion	Unit codes and conversion factors	Settings and roles	Inventory, Recipes, Production
Customer / supplier	Trading partner identity, addresses, contact context	Address book, Imports	Receiving, Orders, QuickBooks setup
Item	SKU, name, type, default unit, storage class, reorder point, standard cost, shelf life, allergens	Imports, Settings	Receiving, Recipes, Inventory, Orders
Inventory lot	Internal lot, supplier lot, item, quantity, unit, status, location, expiry, cost, dates	Receiving, Production	Inventory, FEFO, Traceability, Reports
Inventory movement	Movement type, quantity, unit, lot, item, reason, reference, occurred date	Receive, consume, produce, ship, adjust, transfer, correct	Ledger, valuation, audit, QuickBooks handoff
Document	Type, title, status, file metadata, linked target records	Receiving, exports, uploads, batch records	Documents and QA, audit prep, lot completeness
Recipe / recipe version	Code, status, active version, finished item, yield, component lines	Recipes	Production, cost preview, traceability
Production run	Run code, recipe version, status, scheduled date, planned quantity, actual yield	Production	Batch traveler, finished lot creation, Traceability
Sales order	Customer, order number, requested ship date, line items, status, shipments	Orders, Imports	Allocation, shipping, customer traceability
QuickBooks mapping	Batchlane entity linked to external QuickBooks entity	QuickBooks setup or sync	QuickBooks handoff
Import/export job	Queued background work, status, source document, error report	Imports, Reports	Setup, troubleshooting, audit history

Status families

Lot statuses include available, hold, quarantined, consumed, expired, shipped, scrapped, and returned. See Inventory.
Document statuses include missing, uploaded, reviewed, rejected, and retired. See Documents and QA.
Recipe statuses include draft, active, and archived. See Recipes.
Production statuses include planned, blocked, in progress, completed, signed off, and cancelled. See Production.
Order statuses include draft, partially allocated, allocated, partially shipped, shipped, and cancelled. See Orders.
Job statuses include queued, running, succeeded, failed, and canceled. See Reports and Common errors.

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Status families

​Status families

Status families