Create a New Formula Builder

Create a New Formula Builder


Create a New Formula Builder

Path: Admin → Settings → Formula Settings → Add New

Formula Builders define how practitioners create formulas in your dispensary. You can create unlimited formula builders, each tailored to a specific workflow, ingredient type, or use case.

Common Formula Builder Scenarios

You may want separate formula builders for different purposes, such as:

  • One formula builder per ingredient type

  • A formula builder that mixes multiple 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 shampoos

Each formula builder operates independently with its own settings.

How to Create a Formula Builder

Step 1: Click Add New

In the top-right corner of the Formula Settings page, click the blue Add New button to begin creating a new formula builder.


Step 2: Enter the Formula Builder Name

Enter a name for the formula builder.
This name is visible to practitioners and helps identify the purpose of the builder.

You can change the formula builder name at any time.

Step 3: Configure Simple Formula Builder Options

Ingredient Selection / Formula Type

Choose the Formula Builder Type.
(Currently, there is only one available option.)

Default Rows

Set the number of blank ingredient rows that will appear when a practitioner creates a new formula.
This helps speed up formula creation by preloading commonly used rows.

Step 4: Add Ingredient Types



  1. Click Add New

  2. Select from existing ingredient types

  3. Repeat as needed to include multiple ingredient types in the same formula builder

If an ingredient type does not appear in the list:

  • Create the ingredient type first

  • Refresh the page

  • Then add it to the formula builder

After completing these steps, your Formula Builder will be created. However, additional fine-tuning is recommended before considering the setup complete.

The most important section to review is Dosage Modes, as this directly impacts how formulas are calculated and built. That said, we strongly recommend reviewing each settings section at least once to ensure all options align with your workflow and requirements before finalizing the Formula Builder configuration.


Summary

Creating a formula builder allows you to:

  • Customize how formulas are created

  • Control ingredient types and workflows

  • Support different product formats and dispensing methods

  • Scale your dispensary with specialized formula builders

Once created, you can further configure each formula builder with dosage modes, pricing, refills, labels, infosheets, and more.