One place for the work
behind your business.
From a customer’s first enquiry to a team’s final handover. Keep the commercial decisions, materials and execution connected.
Start with the customer.
Bring relationships, proposals and projects into the same operation.
Sales & customer relationships
Keep the customer, the proposal and the work it creates connected.
- Manage organizations, contacts and sales pipelines.
- Build multi-day proposals with configurable pricing and customer prices.
- Share proposals and bring accepted work into project and order planning.
Projects & orders
Give every team the same project context, from dates and locations to the work ahead.
- Keep project dates, locations, suppliers and contacts together.
- Translate orders into material and resource requirements.
- Connect production, staffing, purchasing and deliveries to their project.
Finance
Carry accepted deals into invoicing and follow the amounts still outstanding.
- Create invoices from accepted deals, including deposits and final invoices.
- Prepare invoice documents and review payment reminders.
- Export issued invoices in DATEV format.
Finance availability and configuration are agreed as part of your rollout.
Know what the work needs.
Connect materials, supply, capacity and the people behind the plan.
Inventory & components
Manage materials, finished goods and equipment alongside the bills of materials and specifications behind them.
- Maintain multi-level bills of materials with versioned releases.
- Count stock and trace batches upstream and downstream.
- Review and approve product specifications before using their published version.
Explore inventory & components
Purchasing & receiving
Turn material requirements into supplier orders, with stock, pack sizes and arrival dates in view.
- Combine requirements and prepare orders in supplier pack sizes.
- Track confirmations, expected dates and quantities still to arrive.
- Record received quantities against purchase-order lines.
Production & material planning
Bring demand, components, stock and stations into a plan your team can work from.
- Calculate requirements across orders and multi-level bills of materials.
- Account for stock and scheduled supply when planning materials.
- Plan batches and stations, create runs and track completion.
Explore production & material planning
Workforce
Connect the people doing the work to the demand, assignments and time behind it.
- Plan staffing requirements and collect availability.
- Coordinate internal team members and external workers.
- Record check-ins and check-outs, then review actual working time.
Explore workforce
Carry it through.
Keep the details with the teams who pack, deliver, check and return.
Packing & returns
Carry the quantities through packing and dispatch, then account for the equipment coming back.
- Work from shared lists with configurable stages and recorded progress.
- Connect packed handling units to dispatch and delivery.
- Record equipment returns by quantity, asset and condition.
Fleet & delivery
Connect deliveries, vehicles and drivers in a route plan that can be reviewed before publication.
- Generate route proposals from deliveries and available vehicles.
- Assign drivers and publish the plan for their working day.
- Track delivery completion and connect outbound trips with returns.
Explore fleet & delivery
Quality & traceability
Make recurring checks, recorded results and corrective actions part of daily work.
- Schedule recurring checks for locations and vehicles.
- Record measurements against defined tolerances, with notes and photos.
- Assign corrective actions and record their resolution.
Partner collaboration
Coordinate orders and staffing with participating partners through approved connections.
- Establish partner relationships with explicit exchange permissions.
- Place orders against a connected supplier catalog.
- Coordinate staffing requests and candidate proposals with partners.
Partner workflows require an active connection and the relevant exchange permissions.
Make the context useful.
Learn from recorded work and give AI the context to help with the next task.
Reports & operational knowledge
Review what happened across teams and keep the knowledge that helps the next job.
- Review delivery plans, packing progress and workforce time reports.
- Attach operational knowledge to the records it explains.
- Maintain shared articles for repeatable ways of working.
Explore reports & operational knowledge
AI across the operation
Ask for information and prepare work in context, using the tools behind the application.
- Work with information and actions relevant to the current task.
- Inspect recorded tool calls and their results.
- Approve, reject or revise actions when approval is required.
Some write actions run automatically. Others wait for explicit approval. Write tools require admin access.
Explore ai across the operation
See the connection
in the numbers.
A shared material across three orders. Existing stock and incoming supply. One purchasing proposal you can trace back to its requirements.
Illustrative product UI with example data. No live orders are created. Explore production planning →
Bring your operation together.
Batchtab is in closed beta, with access limited to a small number of companies. Contact us to discuss whether it fits your needs.
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