Workspace surfaces - Batchlane Docs

Use this page to understand where work happens in the app. For the end-to-end workflow order, see Workflow SOPs. For setup order, see the Implementation checklist.

Surface	Purpose	Records shown	Typical owner	Related docs
Today	Daily operating dashboard	Expiring lots, low stock, open production, missing COAs, open orders, QuickBooks issues	Ops lead	How Batchlane works, Common errors
Inventory	Lot ledger and stock control	Items, lots, balances, movements, documents, expiry, location, value	Warehouse, operations	Inventory, Receiving, Reports
Receiving	Supplier lot intake	Items, suppliers, locations, received lots, receive movements, COA placeholders	Warehouse, QA	Receiving, Documents and QA
Recipes	Formula and packaging setup	Recipe versions, components, finished item, yield, units, cost context	Production manager	Recipes, Production
Production	Batch record execution	Runs, inputs, output lots, deviations, waste, signoffs	Production, QA	Production, Traceability
Orders	Finished lot allocation	Customers, sales orders, order lines, reservations, shipments	Sales ops, warehouse	Orders, Inventory
Documents	Operational document queue	COAs, supplier docs, batch attachments, audit files, exports, linked records	QA	Documents and QA, Common errors
Traceability	Lot genealogy lookup	Input lots, output lots, production runs, shipments, customer allocations	QA, support	Traceability, Reports
Reports	Operational exports and summaries	Inventory valuation, expiry exposure, production cost, trace exports, sync state	Ops, finance	Reports, QuickBooks handoff
QuickBooks	Accounting handoff monitor	Connection, mappings, sync runs, sync issues, journal-ready summaries	Bookkeeper	QuickBooks setup, QuickBooks handoff
Settings	Workspace configuration	Locations, units, roles, team, imports, billing, operation policies	Admin, implementer	Settings and roles, Imports
Address Book	Trading partner records	Customers, suppliers, addresses, contact details	Admin, sales ops, purchasing	Address book, Imports

Choosing the right surface

If the question is “what do we physically have?”, start in Inventory.
If the question is “where did this lot come from or go?”, start in Traceability.
If the question is “why can I not ship or produce?”, start in Common errors, then check Inventory, Production, or Orders.
If the question is “what should finance receive?”, start in Reports and QuickBooks handoff.
If the question is “who can perform this action?”, start in Settings and roles.