The Formula Builder Settings area is where you configure and control every aspect of how your formula builder functions. This is the central location for defining ingredient behavior, pricing logic, dosage options, fulfillment rules, and how formulas are presented to users.
While there are many settings available, this level of detail gives you complete flexibility. You can fine-tune the builder to match your exact workflow, business rules, and clinical or operational requirements—ensuring the formula builder works precisely the way you need it to.
The Formula Builder is organized into the following main sections. Selecting any of the links below will take you to detailed guidance explaining how each setting works, what it impacts, and when you may want to adjust it to customize the formula builder for your dispensary. Each section focuses on a specific part of the formula creation, pricing, presentation, or fulfillment process, allowing you to configure the builder in a structured and intentional way.
Ingredient Types – Define which ingredient types are available and how they behave in the builder
General Settings – Control global behavior, layout, and defaults
Formula Pricing – Configure pricing logic and cost calculations
Formula Builder Sections – Manage which sections appear, their order, and styling
General Details Section – Configure patient, formula, and basic fields
Configure Dosage Modes – Define how formulas calculate quantities and dosing
Capsules / Tablets / Soft-gels – Enable and configure encapsulated or unit-based formulas
Tags – Highlight ingredients that require special handling or preparation
Preparation Instructions – Create templates and variables for standardized instructions
Add On Service – Offer optional services such as decoction, encapsulation, or processing
Text Boxes – Display instructional or informational text throughout the builder
Formula Labels – Assign default labels for printed formulas
Formula Infosheets – Assign default infosheets for patient handouts
Fulfillment Settings – Control columns, ordering, and data shown during preparation
Order Settings – Define order-related behavior tied to formulas
Containers – Configure container ranges, weights, labels, and selection logic
Converting – Allow formulas to be converted between different formula builders
Formula Review – Require review and verification before formulas are added to cart