Skip to main content
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.
RecordStoresCreated byUsed by
OrganizationWorkspace identity, slug, industry, billing email, onboarding stage, time zoneWorkspace setupAll tenant-scoped records
Organization member / roleUser membership, role, permission contextInvites and setupNavigation, permissions, admin, audit ownership
LocationPlant, receiving, storage, production, shipping, quarantine areasSettings and rolesReceiving, Inventory, Orders
Unit and conversionUnit codes and conversion factorsSettings and rolesInventory, Recipes, Production
Customer / supplierTrading partner identity, addresses, contact contextAddress book, ImportsReceiving, Orders, QuickBooks setup
ItemSKU, name, type, default unit, storage class, reorder point, standard cost, shelf life, allergensImports, SettingsReceiving, Recipes, Inventory, Orders
Inventory lotInternal lot, supplier lot, item, quantity, unit, status, location, expiry, cost, datesReceiving, ProductionInventory, FEFO, Traceability, Reports
Inventory movementMovement type, quantity, unit, lot, item, reason, reference, occurred dateReceive, consume, produce, ship, adjust, transfer, correctLedger, valuation, audit, QuickBooks handoff
DocumentType, title, status, file metadata, linked target recordsReceiving, exports, uploads, batch recordsDocuments and QA, audit prep, lot completeness
Recipe / recipe versionCode, status, active version, finished item, yield, component linesRecipesProduction, cost preview, traceability
Production runRun code, recipe version, status, scheduled date, planned quantity, actual yieldProductionBatch traveler, finished lot creation, Traceability
Sales orderCustomer, order number, requested ship date, line items, status, shipmentsOrders, ImportsAllocation, shipping, customer traceability
QuickBooks mappingBatchlane entity linked to external QuickBooks entityQuickBooks setup or syncQuickBooks handoff
Import/export jobQueued background work, status, source document, error reportImports, ReportsSetup, 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.