Add your first raw materials

Overview

Your raw material library, sometimes called an ingredient library, is the foundation for formulas, batching, costing, purchasing, and inventory. Start with the materials needed for your first real formula. A small, reviewed library is more useful than a large, incomplete one.

Formuley keeps two concepts separate:

• /ingredients/reference is a shared identity catalog you can search by common name, INCI, or CAS.
• /ingredients contains the user-owned records your team uses for formulas, suppliers, cost, stock, lots, and documents.

Before you start

For a single material, gather a display name, INCI name, and default stock unit. Keep the supplier TDS or specification, SDS, label, and purchase details nearby if they are available, but do not wait for every downstream record before beginning formulation.

If you already have a material list, price list, or supplier file, use the import path instead of entering every row manually.

Add one raw material

1. Open /ingredients.
2. Open /ingredients/reference first if you want to search the shared catalog, then choose Add to My Raw Materials on the closest identity.
3. Otherwise, open /ingredients/new and choose Add Raw Material.
4. Add a Trade Name or Common / Plain Name, an INCI Name, and a Default Unit.
5. Choose a Category and add the supplier and Supplier SKU if you know them.
6. Add opening stock or the first receipt only when you have a real quantity and cost to record.
7. Choose Save.

The display name, INCI name, and default unit make the record Formula-ready. It can be selected in formulas immediately.

Import a material list

1. Open /ingredients/import.
2. Choose a supplier document, photo, CSV or tab-separated spreadsheet export, or pasted list as the source.
3. Review the extracted material names, quantities, prices, and suppliers before continuing.
4. On Verify & Confirm, review the matched INCI and CAS values and correct anything that looks wrong.
5. Save only the selected rows.
6. Open the Identity Hub at /ingredients/identity after import.

Imported records begin Formula-ready. Import is staged intake, not automatic identity approval: use Identity Hub to confirm the records you intend to make Batch-ready.

Verify for batching

1. Open the material in /ingredients/identity.
2. Confirm its category.
3. Confirm the reference match or CAS number.
4. Add a manual verification note when no database reference is linked.
5. Choose Make Batch-ready after the identity review is complete.

Formula-ready supports formulation and bench work. Batch-ready adds the verified identity required for controlled pilot and production selection.

Add sourcing and quality evidence when needed

1. Add an approved or preferred source to make the material source-ready.
2. Keep the supplier-facing material name, Supplier SKU, unit, quoted cost, and lead-time context with that source.
3. Use Record Purchase to record quantity, price, supplier, and the weighted-cost preview.
4. Create a lot for a traceable receipt and record its supplier lot reference, status, and dates.
5. Keep the supplier TDS or specification and SDS with the material or confirmed source.
6. Keep the receipt-specific, lot-linked COA with the lot; approve the lot only after its evidence is acceptable.

Source-ready requires an approved or preferred source. GMP-ready adds an approved lot and supporting documents. Only lot-linked COA or SDS files satisfy release evidence for that specific lot.

Moving an existing material library

For a larger legacy export bundle, open /settings/data and use the verified migration proof workflow.

1. Upload usable CSV or XLSX exports, or arrange usable files or API access.
2. Choose Preview Migration Proof and reconcile the read-only preview.
3. Import the sample workspace only after explicit confirmation.
4. Review the imported identities, suppliers, formulas, lots, and documents before planning broader rollout.

The 48 hours begins after we receive usable exports, files, or API access. That promise covers a verified migration proof, not a full migration or production cutover; rollout timing depends on data quality, documents, permissions, validation, and scope.

Expected result

When this step is complete, you should have:

• at least one user-owned material that can be selected in a formula
• a clear distinction between Formula-ready and Batch-ready
• reviewed INCI and CAS values for imported records
• supplier, lot, cost, and source documents attached at the appropriate readiness stage
• a preview-first route for a larger verified migration proof

Next docs

• Watch video 3: Add a raw material
• Search the Formuley ingredient database
• Create your first formula
• Source, buy, and reconcile materials