Batch Sheets & Lab Analysis

Batch records with full lab analysis and ingredient tracking.

Batch sheets are the heart of your production records. CatOps gives you formula templates with automatic FIFO ingredient deduction, full lab analysis sections, and an approval workflow with complete audit trail.

Connect batch sheets to manufacture orders, lot numbers, and run packets. Lab results are included in reports and documentation automatically. Every revision is saved — see what changed and when.

Most beverage software treats batch records as a form to fill out. CatOps treats them as a connected workflow: formulation from templates, ingredients deducted from inventory, lab results recorded, approvals routed, and everything linked to production orders and finished goods.

Capabilities

Formula templates

Save and reuse formulas with automatic FIFO ingredient deduction.

Create a formula template once, and every batch based on it automatically deducts ingredients from inventory using FIFO. Change the template and future batches use the new version. No more re-entering formulations for every batch.

Lab analysis

Record ABV, proof, pH, SG, Brix, clarity, and other lab results per batch.

The lab analysis section captures all critical measurements: ABV, proof, pH, specific gravity, Brix, clarity, color, and custom fields. Results are saved per batch and included in production reports and compliance documentation.

Approval workflow

Submit, approve, deny, hold, and void with full audit trail.

Batch sheets move through a defined workflow: draft, submitted, approved, denied, held, void, completed. Every status change is logged with user, timestamp, and optional notes. This is the accountability that paper-based systems cannot provide.

Run packet connections

Link to manufacture orders, lot numbers, and bottling runs.

A batch sheet is not an isolated document. It connects to the manufacture order that initiated the production, the lot numbers of ingredients used, and the bottling run that packaged the output. This creates a complete run packet for compliance and customer documentation.

Revision tracking

Every revision is saved — see what changed and when.

When a batch sheet is edited, the previous version is retained. You can see exactly what changed, who changed it, and when. This is critical for compliance audits and for understanding why a batch turned out differently than expected.

Report integration

Lab results flow into production reports and compliance documentation.

Lab analysis data is not trapped in the batch sheet — it flows into production summary reports, TTB compliance documentation, and customer-facing quality documents. No more manual data transfer between systems.

FIFO ingredient deduction

Automatically deduct the oldest lot first when a batch is completed.

When a batch sheet is completed, the system deducts ingredients from inventory using FIFO lot ordering. This ensures accurate cost tracking and compliance with inventory valuation standards. No manual lot selection required.

Custom fields

Add custom lab fields and batch data specific to your operation.

Every facility tracks different things. CatOps lab analysis supports custom fields in addition to the standard ABV/proof/pH/SG/Brix set. Add honey pounds, fruit variety, barrel number, or anything else your operation needs.

Why CatOps is different

Vs. Paper Batch Logs

Paper logs have no version control, no automatic ingredient deduction, no connection to production orders, and no searchable history. CatOps replaces all of that with a connected, searchable, auditable system.

Vs. Spreadsheets

Spreadsheet batch sheets are disconnected from inventory, production orders, and shipping. Lab results are entered separately and manually transcribed into reports. CatOps connects everything and eliminates transcription errors.

Vs. Other Beverage Software

Other beverage software may offer batch records, but they often lack the full approval workflow, revision tracking, and automatic FIFO ingredient deduction. CatOps includes all of this as standard.

How this reduces labor and errors

Batch sheet creation

Before:

Copy template from previous batch, manually update ingredients, calculate quantities by hand

After:

Select formula template, system auto-populates ingredients and calculates quantities

Lab data entry

Before:

Write lab results on paper, transcribe into spreadsheet, file paper separately

After:

Enter lab results directly in CatOps batch sheet, data flows to reports automatically

Ingredient deduction

Before:

After batch, manually adjust inventory for each ingredient used

After:

System auto-deducts when batch sheet is completed — no manual inventory adjustments

Batch approval routing

Before:

Print batch sheet, walk it to supervisor for signature, file signed copy

After:

Submit in CatOps, supervisor reviews and approves online, full audit trail retained

Common Questions

What lab values can I track?

ABV, proof, pH, specific gravity, Brix, clarity, and custom fields. The lab section is flexible — add whatever measurements your operation requires.

Is there an approval workflow?

Yes. Batch sheets support draft, submitted, approved, denied, hold, void, and completed states with full user and timestamp tracking.

Can I compare two batches?

Yes. Search by product, date range, or formulation to see historical batch data side by side. This is valuable for quality consistency analysis.

Want to see Batch Sheets & Lab Analysis in action?

Request a demo and we'll walk you through how it works for your operation.

Request a Demo