Create your first formula

Overview

The first formula, which beginners may think of as the product recipe, should be a real working draft, not placeholder data.

That first record proves your raw materials, costing, method, and batch flow are connected correctly.

Before you start

Make sure you already have at least one raw material in the library.

If you do not, start with Add your first raw materials.

Open the formula builder

1. Open /formulas/new
2. Enter the formula name, type, and status
3. Set batch size and units made

Use a product you actually plan to test or produce so the result is useful later in batching and costing.

Build the composition

Use the composition section to add formula rows:

1. Select a raw material
2. Assign the phase code (A, B, C, D, and so on)
3. Optionally assign the functional phase
4. Enter the percentage or weight
5. Use Balance to 100% when one row should complete the formula

This keeps the formula aligned with a real bench method rather than a loose ingredient list.

Add the method

In the Method section, add the steps that explain how the formula is made.

Each step can capture:

• phase code
• instruction
• target temperature
• add-below temperature
• hold or mix time
• mix notes
• optional q.s. note

This method feeds directly into Making Mode and GMP output later.

Set product targets

Before saving, add the targets you actually care about:

• final pH required
• viscosity target if relevant
• shelf life or storage notes if known

These targets make later QC and batch review more useful.

Expected result

When this step is complete, you should have:

• a saved formula that uses real raw materials
• phase codes and method steps that match bench flow
• enough detail to scale, cost, and batch the formula next

Next docs

• Navigate the dashboard
• First workflow in Formuley