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These SOPs describe the intended operating path from supplier lot receipt through customer shipment. Use the specific workflow pages for deeper guidance: Receiving, Inventory, Recipes, Production, Orders, Documents and QA, Traceability, and QuickBooks handoff.

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Receiving a supplier lot

Owner: warehouse operator, QA reviewer.
  1. Confirm the item exists with the correct default unit, storage class, shelf life, and reorder point.
  2. Select or create the supplier and destination location.
  3. Enter supplier lot code, received quantity, unit, unit cost, expiry date, and received date.
  4. Save the receiving event. Batchlane creates the inventory lot, receive movement, balance row, usage counter update, audit row, and missing COA record when needed.
  5. QA reviews the COA from the Documents queue and marks it reviewed once the file is acceptable.
Outputs:
  • Available lot appears in Inventory.
  • The lot can be selected by FEFO production logic.
  • Missing COA appears in Today and Documents and QA until reviewed.

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Creating an active recipe

Owner: production manager.
  1. Create the finished good item before creating the recipe.
  2. Create the recipe with code, name, planned yield quantity, yield unit, and finished item.
  3. Add ingredient and packaging components with item, quantity, and unit.
  4. Review component availability and cost assumptions.
  5. Activate the version that production should run. Archive old versions instead of silently changing history.
Outputs:
  • Recipe appears in the production scheduler.
  • Production runs inherit the active component list.
  • Traceability can identify the recipe version used for a finished lot.

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Running production

Owner: production operator, QA signoff.
  1. Schedule the run from an active recipe and planned output quantity.
  2. Review shortages before starting. If required input inventory is below planned use, fix receiving or recipe data first.
  3. Consume input lots using FEFO selection unless QA or production has a documented reason to choose another lot.
  4. Capture actual quantity, waste quantity, deviations, and output quantity.
  5. Generate finished lot output and sign the production record. Signoff consumes inputs, creates output inventory, writes movements, and freezes the batch record.
Outputs:
  • Input lots become consumed or reduced.
  • Finished lots become available for allocation.
  • Traceability links inputs, run, outputs, and later shipments.

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Allocating and shipping an order

Owner: sales ops, warehouse.
  1. Create the customer and order line for the finished item and requested quantity.
  2. Review available finished lots by expiry and quantity.
  3. Allocate lots to the order. Use earlier-expiring sellable inventory first unless there is a documented hold or customer requirement.
  4. Ship the order once allocations are ready.
  5. Review shipment allocation if a customer asks which finished lot they received.
Outputs:
  • Finished inventory is reduced or marked shipped.
  • Customer shipment traceability is preserved.
  • Accounting handoff can include shipment and COGS movement context.

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End-of-period review

Owner: operations lead, QA, bookkeeper.
  1. Review Reports for inventory value, expiry exposure, and production costs.
  2. Close document review gaps in Documents and QA.
  3. Export trace packages for customer requests or mock recall exercises.
  4. Resolve QuickBooks handoff sync issues before close.
Related pages: Common errors, FAQ, Implementation checklist.