Formula Builder Settings

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Create a New Formula Builder

Go to Settings > Formula Settings > Add New You can create an unlimited number of formula builders for different purposes. Examples of Formula Builder Scenarios - A formula builder for each ingredient type - A formula builder for mixing ingredient types - A formula builder for wholesale quantities only. - A formula builder for decoctions or cooked ingredients. - A formula builder for Custom Soaps, Creams or Shampoo How to Create a Formula Builder Step 1 – Click on Add New In the top ...

Formula Ingredients

Go to Admin > Settings > Formula Settings > Edit a Formula Builder > Ingredient Selection Add/Edit Ingredients Choose the Ingredient Types you want to offer for the formula builder by clicking on Add New or you can Edit or Delete an existing ingredient type associated with this formula builder. Ingredient Settings - Select one Ingredient Type from the List. The Ingredient Type must already exist in your dispensary. If it does not exist you can add a New Ingredient Type - If you ...

General Settings

Go to Admin > Settings > Formula Settings > Edit a Formula Builder > General Settings The general settings control many high level aspects of the formula builder such as the name, default font, button styling. We have many individual settings to control many aspects of the formula builder, but not for everything. This makes everything very similar by applying general styling rules to many aspects of the formula builder. Default Settings Formula Builder Name You can change the disp...

Formula Price Settings

Go to Admin > Settings > Formula Settings > Edit a Formula Builder > Pricing Pricing Structure for Formula Builders Formulas Prices will be calculated using the sum of the weight or volume of each ingredient multiplied by the price per measurement unit. Example: Ingredient A has a selling price of $0.25 per gram. There is a total quantity of 10 g in the formula. The system will multiply 10 x $0.25 and charge $2.50. We DO NOT have any option for pricing a formula using a flat form...

Formula Builder Text Boxes

Go to Admin > Settings > Formula Settings > Configure a Formula Builder > Text Boxes What is a Text Box? A text box is a user interface element that allows you to display text information on the formula builder. There are a total of 15 text boxes per formula builder. Each section of the formula builder has one text box, and there is a text box at the very top and one at the very bottom of the formula builder. Some text box sections will apply to all dosage modes, and then some sec...

Formula Infosheets

Go to Admin > Settings > Formula Settings > Configure a Formula Builder > Infosheets Set the default infosheet for the formula builder. If no infosheet has been created for the formula builder, you need to design an infosheet in Design Settings.

Formula Labels

Go to Admin > Settings > Formula Settings > Configure a Formula Builder > Formula Labels Set the default Label for the formula builder. If no label has been created for the formula builder, you need to design a label in Design Settings. Labels are generally determined by your container settings, but there are certain conditions when the system will not be able to choose a container. 1. A formula is created that does not fit into a range set in any container 2. No containers have b...

Fulfillment Settings

Go to Settings > Formula Settings > Add New What are Fulfillment Settings? The fulfillment settings allow you to control the data columns you see when you are preparing or “fulfilling” an order. This includes the order the ingredients appear. Settings Per Dosage Each dosage mode enabled in your formula builder will have their own unique fulfillment settings. Click on the Tabs below to view and edit the fulfillment settings per dosage mode. Fulfillment Settings Order of Ingredients S...

Formula Converting

Go to Admin > Settings > Formula Settings > Configure a Formula Builder > Converting What does converting mean? Converting allows the user to switch their formula from one formula builder to a different formula builder. For example, changing a tincture formula to a granule formula. The settings on this page let you choose which formula builders the user can convert their formula to. How does Converting Work? Switching ingredients from one formula builder to the other requires th...

Formula Containers

Go to Admin > Settings > Formula Settings > Configure a Formula Builder > Containers What is a Container? Generally a formulation is put into different types of containers, such as a bottle or a bag. This section lets you define different containers that are used for this formula builder. Importance of Containers It is important to define containers for the following reasons; - Ensure Shipping Calculations are correct. We include the weight of the container when calculating the...

Formula Review

Go to Admin > Settings > Formula Settings > Configure a Formula Builder > Formula Review What is the Formula Review? After a user creates a formula, it sends them a review page where they can see a snapshot of the formula. These settings let you do the following. 1. Force Users to Review their formula This turn the review page ON or OFF. The formula is not automatically added to the Cart, the user must click on a button to add the formula to their shopping cart. 2. Force users to...

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