Start with Settings and roles: locations, units, roles, team access, and production signoff policy. Then load customers, suppliers, items, open lots, recipes, and orders through CSV imports or manual setup.
No. Run receiving, inventory, production, orders, and reports cleanly first. Connect QuickBooks after the operational records make sense. See QuickBooks setup.
Usually yes, if dependencies are included and valid. Core imports apply items, lots, recipes, components, then orders. Address book imports are separate. See CSV imports.
Why is a received lot not available for production?
Check lot status, quantity, unit, expiry, and whether the item is a component in the active recipe. Held, quarantined, consumed, shipped, scrapped, returned, or expired lots should not behave like available stock.
What is the difference between supplier lot and internal lot?
Supplier lot is the code from the vendor. Internal lot is the Batchlane workspace code. Both help search and trace, but internal lot is the primary workspace identifier. See Receiving and Traceability.
It should tell the uploader exactly what is wrong: wrong supplier lot, unreadable file, missing spec, incorrect date, expired document, or mismatched item.
Open the QuickBooks surface, review issues, reconnect if required, and fix missing mappings or configuration before treating a period as ready for close. See QuickBooks setup and Common errors.