Guides
Learn BatchBase the way your business actually works.
Follow structured learning paths or jump directly into the part of the platform you need.
Recommended path
Start with the core workflow.
BatchBase is easiest to learn when you follow the same sequence your operation follows: configure the workspace, understand the workflow, create an order, then move work through production and fulfillment.
Start the guideSet up the workspace
Confirm business information, team access, products, and core configuration.
Learn the workflow
Understand how customers, products, orders, production, and fulfillment connect.
Create a test order
Use a safe test workflow to see how operational information moves through BatchBase.
Run daily operations
Keep statuses, customer records, production, and fulfillment current as work progresses.
Learning tracks
Learn by area
Each track groups the most relevant help articles for a specific part of BatchBase.
Start here
Learn the BatchBase fundamentals in the right order before moving into daily operations.
Customers
Learn how customer records connect to orders, communication, and history.
Orders
Follow the complete order lifecycle from creation through operational progress.
Products & inventory
Set up the things you sell and keep inventory-related information organized.
Production & fulfillment
Move work from preparation into completion while keeping operational status accurate.
Billing & payments
Understand subscription billing and what to review when something does not look right.
Account & settings
Manage workspace configuration and user access as your business changes.
Troubleshooting
Use a consistent process to diagnose issues and escalate them with useful context.
Learn by doing
Create a test customer and test order before relying on BatchBase for live operations. Moving one safe test order through the workflow is often more useful than reading every article first.
Learn order creationStuck on something?
Use the Help Center to search individual articles or contact BatchBase support when the documented workflow does not answer your question.