Adding Ingredient Types to a Formula Builder

To add Ingredient Types to a Formula Builder:

1. Click Add New Ingredient Type

2. Select one or more Ingredient Types from the list

3. Choose the Ingredient Categories you want to include

   • Leave this blank to include all categories

4. Enter the allowed measurement types

5. Select the default measurement type

6. Configure the Ingredient Type Styling (see below)

7. Click Save to apply your changes

Ingredient Type Styling

Dispensary admins can visually style Ingredient Types to make them stand out from others in the system.  A practitioner will see this when they try to manually add an ingredient to the custom formula. 

For each Ingredient Type, you can customize:

• Font size

• Font color

• Underline

• Bold

These styling options allow you to highlight specific Ingredient Types, improve visual hierarchy, and make important ingredient categories easier to identify throughout the dispensary interface.

The Excluded Ingredients section allows you to prevent specific ingredients from appearing in the Formula Builder. Any ingredient added to this table will be unavailable for selection when practitioners are building formulas.

This is useful for temporarily restricting ingredients, removing deprecated items, or enforcing formulation rules.

How It Works

• Ingredients listed in the Excluded Ingredients table are hidden from the Formula Builder

• Excluded ingredients cannot be added to new formulas

• Existing formulas that already contain the ingredient are not modified

Add an Excluded Ingredient

1. Click the number in the table

2. Select the ingredient you want to exclude

3. Save your changes

The ingredient will immediately be excluded from the Formula Builder.

Remove an Excluded Ingredient

• Click Remove next to the ingredient name

• The ingredient will become available again in the Formula Builder

Notes

• Exclusions apply only to the Formula Builder, not to inventory or catalog records

• This feature provides a quick, reversible way to control ingredient availability without changing ingredient status

Use Excluded Ingredients to maintain clean, compliant, and intentional formula-building workflows.

Ingredient Tabs (also referred to as ingredient dropdowns) appear above the ingredient section in the Formula Builder. They help practitioners quickly navigate and filter ingredients by common groupings such as Search, My Formulas, Templates, Patient Formulas, or Favorites.

Dispensary admins have full control over how these tabs behave, appear, and are ordered.

What You Can Control

For each Ingredient Tab, you can manage the following:

Enable or Disable Dropdowns

• Turn dropdowns ON or OFF

• Disabled dropdowns will not appear in the Formula Builder

Reorder Dropdowns

• Use the Order field to control the left-to-right position of each dropdown

• Lower numbers appear closer to the left side

Edit dropdow Settings

• Change the Display Name shown to users

• Adjust behavior (where applicable)

Styling Options

Each Ingredient Tab can be visually styled to match your branding or to highlight specific tabs.

Available styling controls include:

• Font size

• Font color

• Background color

• Hover background color

• Hover font color

• Bold

• Underline

• Border color

• Border thickness

These options allow you to:

• Emphasize important tabs

• Improve visual hierarchy

• Create a clearer, more intuitive ingredient selection experience

Common Use Cases

• Highlight commonly used dropdowns like Search or My Formulas

• De-emphasize or hide tabs that are not relevant to your workflow

• Match tab styling to your dispensary’s branding

• Simplify the interface for practitioners by limiting available tabs

The Ingredient Search Filter Options section allows you to control which parameters practitioners can use to filter ingredients in the Formula Builder search.

By enabling or disabling specific filters, you can simplify the search experience, guide practitioners toward preferred selection criteria, and reduce unnecessary complexity.

How It Works

Each filter represents a searchable ingredient attribute. For every filter, you can:

• Turn the filter ON or OFF

• Change the display name shown to users

• Set the position of the filter in the list (lower numbers appear closer to the left side)

Only filters set to ON will be available to practitioners when searching for ingredients.

Filter Options

Available filter parameters may include:

• Category

• Allopathic Conditions

• Actions

• Flavor

• Channel

• Symptoms

• Attributes

• Temperature

Why This Matters

Configuring search filters allows you to:

• Streamline ingredient discovery

• Reduce clutter in the search interface

• Emphasize clinically relevant filtering criteria

• Maintain consistency across practitioner workflows

Saving Changes

After making updates to filter status, names, or order, click Save to apply the changes to the Formula Builder immediately.

The Ingredient Search Filter Options give you precise control over how practitioners search and filter ingredients, ensuring a faster and more focused formulation experience.

Overview

Ingredient Attributes provide additional context that appears next to the ingredient name when practitioners add ingredients to a custom formula. These attributes help practitioners quickly identify important properties without opening the full ingredient record.

How Attributes Are Used

• Attribute values are displayed inline with the ingredient name in the Formula Builder

• Attributes can highlight key details such as processing method, ratio, organic status, toxicity, and more

• Attributes are informational and help guide formulation decisions at a glance

Managing Attributes

From this section, you can:

• Enable or disable individual attributes

• Add new attributes as needed

• Edit display names

• Remove attributes that are no longer required

Attribute Order

• Each attribute has an Order value

• Lower numbers appear closer to the ingredient name

• Higher numbers appear farther to the right

This allows you to prioritize the most important attribute information visually.

Separator

• Choose a separator character to control how attributes are visually separated (for example: |, •, or ,)

Why This Matters

Ingredient attributes improve speed, clarity, and confidence when building formulas by surfacing critical information exactly where practitioners need it—at the point of ingredient selection.

Overview

Out of Stock Settings control how ingredients that are unavailable are displayed to practitioners while building a custom formula. These options allow you to clearly communicate stock issues and guide users on what actions to take.

Available Settings

Out of Stock

• Turn this ON to enable out-of-stock handling in the Formula Builder

• When enabled, the system checks ingredient availability in real time

Highlight Row

• Highlights the ingredient row when an item is out of stock

• Makes unavailable ingredients easy to identify at a glance

Highlight Color

• Choose the background color used to highlight out-of-stock ingredient rows

Display Text Notification

• Shows a visible text label (e.g., “Out of Stock”) next to the ingredient

Notification Font Color

• Set the color of the out-of-stock notification text

Notification Font Size

• Control the size of the notification text

Notification Display Text

• Customize the text shown to practitioners (default: Out of Stock)

Out of Stock User Message

• Define the message displayed to practitioners when one or more ingredients in the formula are out of stock

• This message can instruct users to:

  • Remove or substitute ingredients

  • Save the formula for later

  • Submit the order at a future date

Why This Matters

Out of Stock Settings help prevent ordering issues, reduce confusion, and clearly communicate next steps to practitioners—while still giving you full control over how stock limitations are presented in the Formula Builder.