How BatchTrack Works

1. Decide your starting path. Inventory-first teams populate ingredients/containers so costs and conversions work; recipe-first teams can create formulas immediately but should link every line to inventory.
2. Follow the dashboard ribbons. The blank state surfaces “Add Inventory” and “Add Recipe” buttons, each linking back to these instructions.
3. Repeat this flow for every workspace. Keeping the experience consistent helps teammates share the same reference data.

1. Open Organization → Teammates to invite coworkers and assign owner/manager roles.
2. Decide which KPIs you want to highlight first—low stock alerts, production throughput, or order readiness.
3. Use the dashboard ribbons to pin those priorities so every login reinforces the same goals.
4. Review the inline help cards in inventory, recipes, and planning for quick reminders while you work.

• Use Organization → Roles to define who can edit inventory, plan production, or finish batches.
• Owners can unlock subscription-tier features, while contributors can stay focused on the tasks they handle every day.
• Pair every new user with a role when they join so navigation only surfaces the workflows they need.

The add-inventory drawer searches the global library. Selecting a global item locks identity fields (name, default unit, density) so every org speaks the same language. Typing past the suggestions creates an org-owned item that you can edit freely.

1. Open Inventory → Add Inventory Item or use the quick-add drawer on the list page.
2. Search & select a global item or confirm creation of a new org-owned record. The banner shows whether it’s “Global-Locked” or “Org-Owned.”
3. Complete the form: category, default unit, density override, perishable defaults, quantity, cost, supplier, lot, expiration, and storage location.
4. Save. The confirmation modal offers an immediate restock dialog so you can add the first FIFO lot right away.

1. Quick Adjust opens a compact restock/spoil/recount form that still logs through Inventory Adjustment Service.
2. Detail modal shows overview, stats, history, and lots tabs with buttons to restock or deduct.
3. Edit screen unlocks recounts, recasts (adjust by a measured delta), density overrides, category assignments, and ownership toggles.
4. History & attachments keep every adjustment auditable with supplier docs or COAs.

• All adjustments call Inventory Adjustment Service, which logs history + FIFO lots.
• Drawer payloads explain missing density/unit data so users can resolve issues without leaving the flow.
• FIFO lots show remaining quantity, expiration, and cost so audits are straightforward.

• Select Restock, Spoil, Damage, or Recount; each option prompts for reason codes, lot, and supplier.
• Provide cost per unit when restocking so valuation rolls forward automatically.
• Add notes or attachments (photos, invoices) so auditors see exactly why the change happened.

1. Open Inventory, hover a row, and choose Quick Adjust.
2. Enter the delta (positive, negative, or zero for recount) and confirm the unit BatchTrack should apply.
3. Submit to immediately update FIFO lots, unified history, and downstream costing.

• Every adjustment writes to Inventory → History with timestamps, user, quantity, and cost.
• Combined Inventory Alerts surface repeated recounts or spoilage so you can coach teams in real time.
• Expiration and reservation services read the same history, keeping warnings and holds consistent.

1. Open Recipes → New Recipe and choose a production category (soap, candle, lotion, etc.).
2. Set basics: name, description, yield, unit, and whether the batch is Bulk (container-defined) or Portioned (self-defined items like bars).
3. Add lines: link ingredients to inventory/global items, log consumables, and shortlist containers/packaging that this recipe actually uses.
4. Store instructions/SOPs so they appear in PlanSnapshot and batch records.
5. Save and run a stock check from Production Planning when you’re ready to make a batch.

• Clone a recipe to create new scents, colors, or volumes without rebuilding lines.
• Variations inherit containers and instructions but can override ingredients or yields.
• Unlock a recipe to edit it (actions are logged for traceability).
• Container shortlist ensures only relevant vessels appear during planning (no lipstick tubes when you’re making lotion).

• Batch type: choose Product (outputs sellable SKUs) or Intermediate (restocks component inventory like dough or syrups).
• Intermediate ingredients: add component batches that scale alongside the main batch.
• Product tab: pick the SKU/variant this batch will replenish.
• Containers required: auto-selection fills enough vessels to hold 100% of projected yield; you can disable auto and select manually.
• Unit alignment: ensure recipe yield units match container capacity units for precise auto-fill math.
• Stock check: must pass (or be explicitly bypassed) before starting the batch; drawer modals help resolve shortages.

1. Open Production Planning from the recipe page or sidebar.
2. Select the recipe/variation, choose batch type, and set the scale factor.
3. Configure intermediates, target SKUs, and container selections.
4. Run the stock check; fix shortages or bypass with intent.
5. Review the PlanSnapshot preview and submit to start the batch.

• Header metrics show projected vs actual yields, portions, and container counts.
• Timers track curing/proofing tasks and alert the dashboard.
• Extras deduct additional ingredients/consumables/containers mid-run with reason codes.
• Notes & attachments capture QC observations.
• Costing pane breaks down ingredients, packaging, and (optional) labor.

• Finish: prompts for actual yield, container counts, portion data, and how inventory/product SKUs should be replenished.
• Cancel: rolls back all deductions and deletes batch rows.
• Fail: ends the batch but keeps deductions (for waste tracking) and requires a note.

1. When adding inventory or restocking, enter supplier and cost per unit.
2. BatchTrack updates the lot value and total quantity immediately, so subsequent deductions pull the right cost.
3. Use supplier notes to document negotiated pricing or bulk discounts.

• PlanSnapshot holds the estimated recipe cost; the Finish Batch modal collects what really happened.
• Actuals roll into Batch → Costing so you can see ingredient, packaging, and optional labor totals.
• Products inherit their replenishment cost from finished batches, keeping SKU margins realistic.

• Export batch stats or inventory history when accountants need an audit trail.
• Use Combined Inventory Alerts to highlight items trending toward high spoilage cost.
• Pricing updates can be tied to these reports so sales teams always quote profitable rates.

1. Open Products → All Products and create/select a base product.
2. Add variants (size, scent, color) and map each to the containers/ingredients it consumes.
3. Set reorder targets/thresholds so alerts fire before you run out.
4. Link batches to variants when finishing production so finished goods automatically restock the right SKU.
5. Use the reservations tab to hold finished goods for specific orders.

• A SKU = Product + Variant + Package Size + Quantity.
• When a batch finishes as “Product,” SKU inventory increases and ecommerce integrations can sync.
• Store Shopify/Square IDs on SKUs so connectors update the correct listings.

1. Open a recipe and click Exports.
2. Select the label or sheet you need (soap INCI, candle label, baker sheet, lotion INCI).
3. Download as HTML for quick viewing, CSV for spreadsheets, or PDF for print-ready sharing.

• Prospects can visit /tools, draft a formula, and jump straight into the matching export.
• They can copy/paste label data during trials, then convert drafts into full recipes once they subscribe.
• Use this flow to collaborate with co-packers who only need the label data, not full app access.

• When batches finish and restock SKUs, the exports reflect the latest ingredient list and notes.
• Reservation records can include label links so fulfillment teams grab the right paperwork.
• Store regulatory notes in recipe instructions so they appear in exports automatically.

1. Visit /tools and pick a calculator (soap, candle, lotion, herbal, baker).
2. Use the inline typeahead to pull global ingredients/containers and enter quantities.
3. Click Save to BatchTrack; the payload posts to /tools/draft.
4. After signup or login, /recipes/new detects the draft and pre-populates every line.

1. Save a draft after experimenting inside the public calculators.
2. Log in and open Recipes → New Recipe; BatchTrack auto-detects the draft and fills ingredients, consumables, and containers.
3. Tune instructions, notes, and yield, then move directly into production planning when you're satisfied.

• Compare tiers inside Billing → Plans to align features with your production volume.
• Seat counts, reservations, and analytics limits are spelled out so you can scale intentionally.
• Invoices and usage snapshots live in the same screen, keeping finance teams informed without exporting data.

• Use this help center plus the FAQ for day-to-day workflow questions.
• New feature callouts appear inline, and deeper release notes live under Docs → Changelog.
• If you need human support, submit a ticket from the in-app support link so the team sees your recent activity.