Getting started with BatchBase

What BatchBase helps you manage

BatchBase brings customer, order, product, production, fulfillment, and operational information into one workspace.

The fastest way to learn the platform is to follow the same sequence your business follows in real life: configure the workspace, add the information you sell or manage, create customer records, create orders, and then move those orders through your operating workflow.

Recommended setup order

1. 1Review your workspace and business settings.
2. 2Configure the products or items your business sells.
3. 3Review user and team access.
4. 4Add or import customer information.
5. 5Create a test order and move it through the workflow.
6. 6Confirm your production and fulfillment process matches how your team works.

Learn by using a test workflow

Before relying on BatchBase for daily operations, create a small test workflow. Use a test customer and test order so you can see how information moves across the platform without affecting real business activity.