Formula Builder Settings
Base Ingredient
Base Ingredients Overview What Is a Base Ingredient? A base ingredient is a foundational component used as the carrier or medium for a finished product. Instead of being dispensed on its own, a base is designed to have other ingredients mixed into it ...
Overview of Formula Builder Settings - START HERE
Formula Builder Settings Overview 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, ...
Order Settings
Order Settings This section controls which columns of data appear when viewing a submitted formula in the orders area. Dosage Mode Tabs The Order Screen Column options are organized into tabs, each representing a different dosage mode. These tabs ...
Formula Review
Formula Review Navigation: Admin > Settings > Formula Settings > Configure a Formula Builder > Formula Review What Is the Formula Review? The Formula Review is a summary page shown after a user finishes creating a custom formula. This page provides a ...
Containers
Containers Navigation: Admin > Settings > Formula Settings > Configure a Formula Builder > Containers What Is a Container? A container represents the physical packaging used to hold a finished formula, such as a bottle, jar, or bag. This section ...
Converting
Converting Navigation: Admin > Settings > Formula Settings > Configure a Formula Builder > Converting What Does Converting Mean? Converting allows a user to switch an existing formula from one Formula Builder to a different Formula Builder. Example: ...
Fulfillment Settings
Fulfillment Settings Navigation: Settings > Formula Settings > Add New What Are Fulfillment Settings? Fulfillment Settings control how ingredient data is displayed when preparing or fulfilling an order. This includes which data columns are shown and ...
Formula Labels
Formula Labels Navigation: Admin > Settings > Formula Settings > Configure a Formula Builder > Formula Labels Formula Labels Overview Formula labels are used to generate printable labels for formulas, typically based on the selected container and ...
Formula Infosheets
Formula Infosheets Navigation: Admin > Settings > Formula Settings > Configure a Formula Builder > Infosheets Formula Infosheets Overview A Formula Infosheet is the document generated for a formula and typically shared with patients or end users. It ...
Text Boxes
Text Boxes Navigation: Admin > Settings > Formula Settings > Configure a Formula Builder > Text Boxes What Is a Text Box? A Text Box is a display element used to present informational text within the Formula Builder. Each Formula Builder includes up ...
Add On Service
Add-On Services Navigation: Admin > Settings > Formula Settings > Configure a Formula Builder > Add-On Services What Is an Add-On Service? An Add-On Service is an optional enhancement that can be offered alongside a custom herbal formula to improve ...
Preparation Instructions
Preparation Instructions Navigation: Admin > Settings > Formula Settings > Configure a Formula Builder > Preparation Instructions What Are Preparation Instructions? Preparation instructions define the specific steps required to properly prepare an ...
Tags
Tags Navigation: Admin > Settings > Formula Settings > Configure a Formula Builder > Tags What Is a Tag? A tag allows users to mark specific ingredients within a formula that require special attention. Tagged ingredients can trigger additional ...
Capsules / Tablets / Softgels
Capsules / Tablets / Softgels Navigation: Admin > Settings > Formula Settings > Configure a Formula Builder > Capsules / Tablets / Softgels Overview The Formula Builder includes three integrated configuration areas for Capsules, Tablets, and ...
Configure Dosage Modes
Dosages Navigation: Admin > Settings > Formula Settings > Configure a Formula Builder > Dosages Dosage Modes Overview Each Formula Builder supports three dosage modes. At least one dosage mode must be enabled, though you may enable all three if ...
General Details Section
General Details Navigation: Admin > Settings > Formula Settings > Edit a Formula Builder > General Details General Details Section The General Details section allows you to control the status, order, and styling of the following fields within the ...
Formula Builder Sections
Formula Builder Sections Navigation: Admin > Settings > Formula Settings > Edit a Formula Builder > Section List Overview: Formula Builder Sections The Formula Builder is composed of multiple configurable sections. Each section can be enabled, ...
Formula Pricing
Formula Pricing Options Path: Admin → Settings → Formula Settings → Configure a Formula Builder → Pricing Pricing Structure for Formula Builders Formula pricing is calculated dynamically based on the total weight or volume of each ingredient ...
General Settings
General Settings Path: Admin → Settings → Formula Settings → Edit a Formula Builder → General Settings The General Settings section controls the high-level configuration and visual styling of a specific formula builder. These settings define how the ...
Ingredient Types
Ingredient Selection Path: Admin → Settings → Formula Settings → Edit a Formula Builder → Ingredient Selection The Ingredient Selection section controls which ingredients can be used in a specific formula builder and how those ingredients are ...
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 ...
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Admin Notifications
Admin Notifications Admin notifications alert you to important activity within your dispensary. Notifications appear in the top navigation bar as a bell icon, with a number indicating how many unread notifications you have. Notification Types The ...
Dashboard Settings
Admin Website Dashboard Navigation: Admin > Settings > Admin Website Overview The Admin Dashboard displays informational widgets that help you manage and monitor your dispensary at a glance. You have full control over which dashboard widgets are ...
Add a Custom Product
Add a Custom Product Steps to Add a Custom Product Navigate to Admin → Products → Add New Product. Step 1 – Enter the Product SKU Enter a unique SKU for the product. Step 2 – Set the Product Status By default, the product status is set to Publish. ...
View Product List
View Product List To view all products in your dispensary, go to: Admin > Products Product Types There are two types of products in the system: 1. Simple Products Do not require ingredients from your catalog Ready-made items that can be shipped or ...
View Orders
Orders Module Overview Navigation: Go to Admin > Orders The Orders module is where all orders placed by practitioners or patients are managed. Once an order is submitted, it will appear in this section until it is completed, cancelled, or archived. ...