> ## Documentation Index
> Fetch the complete documentation index at: https://docs.batchlane.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Workspace surfaces

> The major Batchlane app areas, what they own, and who normally works there.

Use this page to understand where work happens in the app. For the end-to-end workflow order, see [Workflow SOPs](/workflow-sops). For setup order, see the [Implementation checklist](/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](/how-batchlane-works), [Common errors](/common-errors)     |
| Inventory    | Lot ledger and stock control      | Items, lots, balances, movements, documents, expiry, location, value                    | Warehouse, operations        | [Inventory](/inventory), [Receiving](/receiving), [Reports](/reports)            |
| Receiving    | Supplier lot intake               | Items, suppliers, locations, received lots, receive movements, COA placeholders         | Warehouse, QA                | [Receiving](/receiving), [Documents and QA](/documents-qa)                       |
| Recipes      | Formula and packaging setup       | Recipe versions, components, finished item, yield, units, cost context                  | Production manager           | [Recipes](/recipes), [Production](/production)                                   |
| Production   | Batch record execution            | Runs, inputs, output lots, deviations, waste, signoffs                                  | Production, QA               | [Production](/production), [Traceability](/traceability)                         |
| Orders       | Finished lot allocation           | Customers, sales orders, order lines, reservations, shipments                           | Sales ops, warehouse         | [Orders](/orders), [Inventory](/inventory)                                       |
| Documents    | Operational document queue        | COAs, supplier docs, batch attachments, audit files, exports, linked records            | QA                           | [Documents and QA](/documents-qa), [Common errors](/common-errors)               |
| Traceability | Lot genealogy lookup              | Input lots, output lots, production runs, shipments, customer allocations               | QA, support                  | [Traceability](/traceability), [Reports](/reports)                               |
| Reports      | Operational exports and summaries | Inventory valuation, expiry exposure, production cost, trace exports, sync state        | Ops, finance                 | [Reports](/reports), [QuickBooks handoff](/quickbooks-handoff)                   |
| QuickBooks   | Accounting handoff monitor        | Connection, mappings, sync runs, sync issues, journal-ready summaries                   | Bookkeeper                   | [QuickBooks setup](/quickbooks-setup), [QuickBooks handoff](/quickbooks-handoff) |
| Settings     | Workspace configuration           | Locations, units, roles, team, imports, billing, operation policies                     | Admin, implementer           | [Settings and roles](/settings-and-roles), [Imports](/imports)                   |
| Address Book | Trading partner records           | Customers, suppliers, addresses, contact details                                        | Admin, sales ops, purchasing | [Address book](/address-book), [Imports](/imports)                               |

## Choosing the right surface

* If the question is "what do we physically have?", start in [Inventory](/inventory).
* If the question is "where did this lot come from or go?", start in [Traceability](/traceability).
* If the question is "why can I not ship or produce?", start in [Common errors](/common-errors), then check [Inventory](/inventory), [Production](/production), or [Orders](/orders).
* If the question is "what should finance receive?", start in [Reports](/reports) and [QuickBooks handoff](/quickbooks-handoff).
* If the question is "who can perform this action?", start in [Settings and roles](/settings-and-roles).