- Select the “Formula” module.
- Select the “Add” button at the top right of the screen.
- Enter the Formula Name and Product Number.
- Customers & Produces (PD#)
- Customers – Search and select the customer that this formula is for. If it’s more generic and not customer-specific, select “Stock Product” or nothing at all. Once located and selected, press “Add”.
- Produces (PD#) – Search and select the PD#. Select it, then press “Add”.
- Select “+ Add Constituents.”
(NOTE: Constituents – All elements of a product (ingredients and packaging components).
- Select SKU.
- Filter by category.
- Search inventory constituents by SKU or Name.
- Select SKU.
- Select “Add.”
- Enter in a name.
- Using the base unit for reference, fill in the quantity and select a unit of measure.
- Repeat the process to add all formula constituents as needed.
- Enter all base unit details as necessary.
Example: If your base unit is 1 bottle, you will enter the specifications for 1 bottle. If your base unit is 1 case, you will enter the specifications for 1 case.
- Press “Save” to complete the entry.
- If you are creating a formula that is similar to a locked formula, you can duplicate the formula and edit the duplicated one.
