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Follow the Getting started list on Home: a starter kit for your industry, your people and their PINs, items, suppliers and customers, locations, the stock you have now, a master manufacturing record and your work centers. Each step ticks itself off.

Items: Items > Import. Suppliers, customers and opening stock: Company > Import. Save each list as CSV; the first row names the columns (the template shows them). Nothing is added until you confirm, and then every row goes in, or none.

A ready-made setup for your industry: item categories, quality forms, master manufacturing records and work centers. Load one when you create the company or later under Settings > Setup. It only adds what you don't have; everything is yours to change.

Open Check this device on it (from Install the app, or Set up your devices): it checks the connection, whether the app is installed, the screen, notifications, and scanning with the camera or a scanner.

Yes: on Your account, Phone notifications, tap Turn on for this device and allow them. You're told about in-process checks due on jobs you signed on, lots and orders put on hold, things waiting for your approval and the automation rules' messages, even with the app closed; untick the kinds you don't want. On an iPhone or iPad, add the app to the Home Screen first and turn them on from there. A device gets the notifications of whoever signed in on it last.

Yes: every page works on a phone, a tablet or a laptop. Install it to open it like an app, full screen with its own icon: open Install the app (under your initials, or on the sign-in page) on the device and follow the steps for it. It works on iPhones, iPads, Android and laptops, in English or Spanish.

Yes. Press ? anywhere for the list of keyboard shortcuts: / jumps to Find, n starts a new record, and g then a letter goes to a page (g l for Lots, g o for Production orders). Tab moves through a page; on the menu, Tab goes from section to section and the down arrow opens a section's pages. The first Tab on a page offers Skip to the page, past the menu.

Settings > Your data > Download everything: one zip file with a spreadsheet for each kind of record, every signature, the whole audit trail and your setup. The owner (and people who change company settings) can download it at any time, even when the company is read-only.

On the sign-in page, choose Forgot password? and type your email: we send a link to set a new one, which works once within an hour. Floor workers who sign with a PIN ask whoever manages people for a new starting PIN instead.

BatchFlow as your shop floor beside the ERP you already use: production orders and the floor screens, master manufacturing records, items, lots and stock, receiving, documents and quality. Sales, shipping, invoices, purchasing, costing and planning stay in your ERP. Work orders come in from Order Time (Settings > Integrations), a spreadsheet (Company > Import > Production orders) or any system through the API; when an order is done, your ERP is told. Moving up to a full plan keeps everything.

Settings > Integrations > Add Order Time: pick the role it makes orders with, type the API key (Order Time's Master Admin gets it) and the Order Time user it acts as. Every few minutes its open work orders become production orders here (the assembly's item number must be one of your item codes), and when an order is released (or finished, as you choose) Order Time gets the lot made and the work order is set to Finished. Sync now and Check the connection are on the integration's page, with everything that came through.

Export them as a spreadsheet (CSV) and load it under Company > Import > Production orders: the item code, how many to make, and its work order number. Loading the same file again with new rows only adds the new ones. For a live connection, your ERP (or a developer) can send them through the API with its own work order number, and hear back through a webhook when each is done: Settings > API and webhooks.

Only if the company doesn't work under GMP. The owner chooses it when creating the company, or later under Settings > GMP change control (with their signature): people then sign by tapping Done as themselves, and who signed and when is still recorded. Someone else can always sign with their initials and PIN (a second person checking, or a shared station).

Yes: Settings > Setup > Make a test company copies your setup (not your records) into a new company you own. Switch between companies at the bottom of the menu.

Office people sign in with their email. Floor workers don't need one: they sign each step with their initials and a PIN on a shared tablet or laptop, and they don't count against your plan.

People > Stations > Add a station: name it, pick its role and language, and whether it stays signed in as the station, lets people sign in on it with their initials and PIN, or both. Open the setup link it gives you on the device (it works once, within an hour). People who sign in there work as themselves and are signed out after the idle minutes you choose. Stations and floor sign-ins don't count against your plan.

A role is a set of permissions (Manager, Production, QA, Viewer to start). Give people one or more roles under People. Nobody can give a permission they don't have themselves, and QA Certified is given person by person.

Each signature asks for initials and PIN, is checked on the server, and records the meaning (performed, verified, reviewed, approved), the name and the time. Signed records are never changed: corrections are new signed entries. This is designed to support 21 CFR Part 11.

Someone who manages people sets a new starting PIN under People; the person changes it at the first signature (or under Change a PIN).

Yes, each person under Your account, with an authenticator app. The owner can also require it for everyone who signs in with an email, and sign office users out after some idle minutes: Settings > Sign-in rules.

Production orders > New, or from an item's page. Its materials come from the item's ingredients and packaging list, else its approved formula, and its steps from the item's master manufacturing record.

The Floor page lists open jobs, most urgent first. A job opens one part at a time: start, materials (pull lots by scanning or picking), each stage of its master manufacturing record, finish. Every step is signed with initials and PIN, in English or Spanish.

The steps an order follows (before-start logs, weighing, timers, in-process checks, samples, yield, sign-offs), with limits. Master manufacturing records are GMP setup: a change is a draft that someone with Approve GMP setup changes signs before it takes effect.

Every material that's counted must be pulled, and every required step signed (including second-person verifies). The order page lists what's still open.

Planning > Schedule shows each work center's days with the orders on them and their hours against what it has. Drag an order to another day, or use the form on its card.

It takes what's going out (confirmed sales orders, your forecast, open orders' materials) against what you have and what's coming in, item by item down the ingredients and packaging lists, and suggests the orders to place so nothing runs short or below its reorder point. Tick the suggestions to make the production orders or draft purchase orders.

For bought items, the supplier's lead time (on the item's Buying tab, else the supplier's usual one). For made items, Days to make on the item's Production tab (1 day if blank).

Expected sales per item and month, for demand you know is coming but isn't ordered yet. The plan uses the larger of the forecast and the sales orders due that month.

It becomes a lot with its own number and barcode. Categories that are inspected wait in quarantine until someone signs the receiving inspection; nothing in quarantine, on hold, rejected or expired can be pulled or shipped.

Quality > Lot trace: where a lot came from and where it went, through every order and lot, and which customers got it. Print it for the recall file.

From a location's page: a signed count (differences are adjusted), or a signed adjustment with a reason on a lot.

A phone or tablet's camera (Use the camera, on any iPhone, iPad or Android), or a USB or Bluetooth barcode scanner, which types the code into the box. If the camera doesn't open, allow the site to use it (on an iPhone: Settings > Apps > Safari > Camera).

Receive > Scan: the item's barcode (or its code) opens its receiving form, a purchase order's number shows what's still to come on it. On the form, scan the label where it goes to pick the place.

On the order's page, Materials > Set aside materials: what each material still needs is set aside, first to expire first. Only that order can pull it (the floor suggests that lot); whatever is left goes back when the order finishes or is cancelled.

Quality > Documents. Controlled documents (SOPs, specifications) are approved with a signature and reviewed on a schedule; records are filled in and closed. Nothing is deleted: a mistake is cancelled with a reason.

On the item's page, Quality > Specification: one line per test (identity, strength, purity, composition, contaminant, physical, microbial), with its method, unit and lowest and highest limits or the expected result. Tests marked Required for release must pass before any lot of the item is released. This is built around 21 CFR 111.70.

Its item has required tests without a passing latest result. Record each result on the lot's page, Quality > Record a result: pass or fail is worked out from the limits. A retest is a new result and the latest one counts. A dietary ingredient also needs an identity test in its specification (111.75).

An ingredient that must pass an identity test before each lot is used. Tick it under Supplement settings on the item's Quality tab.

On a draft formula, Label claims: the serving size in mg and, per ingredient, the claim per serving, the planned overage and the ingredient's potency. The app works out the percent each claim needs and shows whether the formula meets it. Claims are approved with the formula and copied into each new draft.

On a lot's page, Quality > Reserve samples: sign the sample with where it's kept. It's kept until a year past the lot's expiry (or two years without one); disposing of it is signed by QA, not before then. Quality > Reserve samples lists them all.

On a lot's page, Quality > Stability: pick where it's stored and the months to test at. Each pull is due on its day (Home lists those coming up); sign the pull, then record its results, which don't count for release. Quality > Stability lists every study.

Set the product's Owned by under Supplement settings: its formula and specification are the customer's. Materials the customer sends are received with Owned by set to them (or set it later on the lot's page, before anything is pulled): they cost nothing and only go into that customer's products.

Certificate of analysis on the lot's page prints the specification, the latest results and the release, to send with the shipment.

Buying > Purchase orders, or Buying > Running low, or Planning > Plan: make and buy. Receive against the order's lines; the lot keeps the order and its cost.

Confirm the sales order, set stock aside or make it to order, then Make a shipment. Shipping takes the stock out and records which customer got which lot.

On the shipment's Change tab, Pick by scanning: each lot sticker fills a line waiting for its lot (or adds one), a pallet's label adds everything on it. Save the shipment when done.

On the shipment's page, More > Undo shipping, with the reason: the stock goes back and the shipment is cancelled. Void an issued invoice for it first.

Set a customer's credit limit on their page. Confirming an order that takes them over it (what they owe plus open orders) warns, or is refused if Settings > Workflows says so.

QuickBooks Online: link it in Settings > QuickBooks (the owner connects once) and invoices, credit notes and payments go by themselves every few minutes; received goods as bills and cost of goods sold too, when switched on. Xero, or QuickBooks by hand: Invoices > Export, files in their import layouts.

Settings > Billing (owner). Plans are paid through Stripe; floor workers without a login never count.

Only if the owner lets them, for the days chosen, under Settings > Support access. Every look is listed there, and PINs are never visible to anyone.

Settings > Setup > Print my setup: a dated report of every setting, role, form, master manufacturing record and more, with a place to sign. We validate the product; you validate how you configured it.

Settings > Workflows: optional steps such as a signed approval for purchase orders over an amount, refusing suppliers that aren't approved, and holding to credit limits. A change is versioned and approved like other GMP setup.

Settings > Print layouts: per document, its title, logo and address, notes under the heading and at the foot, and which of the record's own fields print. Layouts of the batch production record and certificate of analysis need a signed approval.

Add fields under Settings > Custom fields, then open Columns and filters above Items, Lots, Production orders or Purchase orders. Save it as a view to keep it.

Yes. Every main list exports to CSV, and the setup exports as a file under Settings > Setup.

The status page shows whether the app and its database are answering.