Start with the operating model
If you are new to Batchlane, read these pages first:How Batchlane works
Learn the core record flow from supplier receiving to shipment and accounting handoff.
System map
See how the major product areas connect and where each workflow starts.
Workspace surfaces
Match app pages to the people and records they support.
Implementation checklist
Bring a workspace online in a safe order before running live operations.
What Batchlane owns
- Lot-level raw material, packaging, WIP, and finished goods inventory. See Inventory.
- Supplier lot receiving with expiry, cost, document, and audit context. See Receiving.
- Versioned formulas with ingredients, packaging, yield, units, and cost context. See Recipes.
- Production runs that consume input lots, create output lots, and capture QA signoff. See Production.
- Finished lot reservation, shipment, and customer traceability. See Orders.
- Document review, COA follow-up, and audit evidence linked to source records. See Documents and QA.
- Reports for inventory value, expiry exposure, traceability, imports, exports, and QuickBooks handoff. See Reports.
What Batchlane does not own
- Batchlane does not replace QuickBooks as the accounting ledger. It prepares clean operational movement for QuickBooks handoff.
- Batchlane does not model payroll, HR, full MRP, EDI, or complex WMS flows.
- Batchlane does not treat documents as a separate file-folder process. Documents stay attached to lots, suppliers, runs, shipments, reports, or jobs.
Common paths
- Setting up a new workspace: Implementation checklist, Settings and roles, CSV imports, Address book.
- Running daily operations: Workflow SOPs, Receiving, Inventory, Production, Orders.
- QA and audit work: Documents and QA, Traceability, Reports, Common errors.
- Finance handoff: Reports, QuickBooks setup, QuickBooks handoff.