Help center
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Find answers, learn BatchBase, and get the guidance you need to keep your business moving.
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Everything you need to use BatchBase
Choose a topic to open real help articles for that part of the platform.
Getting started
Set up your BatchBase workspace and understand the core operating workflow.
Customers
Manage customer records, contact information, history, and customer activity.
Orders
Create orders, understand order statuses, and follow an order from start to finish.
Products & inventory
Configure products and keep product and inventory information organized.
Production & fulfillment
Move work through preparation, production, completion, and fulfillment.
Billing & payments
Understand BatchBase subscription billing and troubleshoot billing questions.
Account & settings
Manage your workspace, team access, and administrative settings.
Troubleshooting
Resolve common problems and collect the information support needs to help.
Popular help
Frequently useful BatchBase help articles.
Getting started with BatchBase
Getting startedA practical overview of the main areas of BatchBase and the best way to begin using your workspace.
Create and manage orders
OrdersLearn the basic process for creating an order and keeping it current throughout its lifecycle.
Manage customer records
CustomersCreate, review, and maintain customer information used across BatchBase.
Manage workspace settings
Account & settingsKeep organization and operational settings current as your business changes.
New to BatchBase?
Start with the fundamentals.
Follow the getting-started article first, then work through workspace setup and the core BatchBase workflow.
Start learningResources
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If the help center does not answer your question, contact BatchBase with the page, record, error message, and steps that led to the problem.