Converting

What Does Converting Mean?

Converting allows a user to switch an existing formula from one Formula Builder to a different Formula Builder.

Example:
Converting a tincture formula into a granule formula.

These settings determine which Formula Builders are available as conversion targets when a user chooses to convert a formula.

How Converting Works

When a formula is converted, the system attempts to map ingredients from the original Formula Builder to the new one.

• The system searches for exact ingredient name matches

• When a match is found, the ingredient and its relevant data are copied over

• If no match is found, the user is notified and the ingredient is excluded from the converted formula

This ensures accuracy while clearly identifying any ingredients that could not be transferred.

Multiple Ingredient Matches

Formula Builders may contain multiple ingredient types.

Example:
You are converting a tincture formula (single ingredient type) to a Formula Builder that includes:

• Raw Herbs

• Concentrates

• Granules

• Vitamins

• Minerals

• Essential Oils

If the same ingredient name exists across multiple ingredient types, the system will select the ingredient type that is ranked higher in the Ingredient List.

Ingredient Type Order

Ingredient selection priority is controlled by the Ingredient Type Order.

You can adjust this order by navigating to:
Ingredient Selection in Formula Settings

The higher an ingredient type appears in the list, the higher its priority during conversion when multiple matches are found.

Converting Settings

Enable Formula Conversion

• Toggle the conversion option ON to allow users to convert formulas from this Formula Builder to others

• When enabled, available Formula Builders will appear in a dropdown within the General section of the Formula Builder

When a user selects a different Formula Builder from the list, the system automatically converts the formula using the rules described above.

Enabling and properly configuring conversion ensures flexibility while maintaining control and data integrity across different Formula Builders.