Batch Documentation

Overview

Every batch in Formuley has a dedicated detail page at /batches/[id] where you can view, document, and export your production records. This page serves as the single source of truth for everything that happened during a batch -- from initial setup through quality verification and long-term stability tracking.

Batch Detail Page

The batch detail page displays:

• Batch number in a monospace font for easy identification.
• Status badge showing the current state (Planned, In Progress, Completed, Failed, or Quarantine).
• Formula link that takes you directly to the associated formula.
• Production date, scale factor, actual yield, and units made.
• Cost summary including total cost and cost per unit.
• Notes captured during or after production.

Photo Documentation

Attach photos to any batch to create a visual record of your production. Photos can be added:

• During production via Making Mode.
• After production on the batch detail page using the Add Photo button.

Photos are displayed in a gallery on the batch detail page and are included in PDF exports.

Quality Checks

The Quality Checks section lets you record pass/fail assessments for each batch. For each check:

1. Click Add Quality Check.
2. Select the check type (e.g., appearance, scent, texture, pH, viscosity).
3. Mark it as Pass or Fail.
4. Add notes to explain the result, especially for failures.

Quality checks give you a structured way to verify that each batch meets your standards before it ships.

Stability Tests

Link stability tests to batches to track how your products hold up over time. Stability tests monitor factors such as:

• Color and odor changes.
• Separation or emulsion breakdown.
• Microbial contamination.
• pH drift.

Results are recorded at defined intervals and displayed on the batch detail page so you can spot trends across batches.

Cure Tracking

For soap makers, Formuley includes a cure tracking feature. Soap batches require weeks of curing, and this tool helps you monitor the process:

• Record weekly observations during the cure period.
• Track weight loss, hardness, and appearance changes.
• Note when the cure is complete and the batch is ready for sale or use.

Cure tracking entries are listed chronologically on the batch detail page.

Custom Batch Numbering

Formuley supports configurable batch numbering formats. To set your preferred format:

1. Go to Settings.
2. Find the Batch Numbering section.
3. Configure your format using available tokens (e.g., date components, sequential numbers, formula codes).
4. Save your settings.

All new batches use your custom format automatically. Batch numbers are displayed in a monospace font throughout the app for easy scanning and reference.

PDF Export

Click the Export PDF button on any batch detail page to generate a complete batch record document. The PDF includes:

• Batch number, date, and status.
• Formula name and ingredient list with amounts.
• Production notes and observations.
• Quality check results.
• Photos.

This PDF is useful for regulatory documentation, customer records, insurance requirements, and your own archive.

Tips

• Record quality checks immediately after production while details are fresh.
• Start cure tracking on the day you make soap to ensure consistent weekly observations.
• Export PDFs for completed batches to maintain an offline archive of your production records.
• For details on creating batches, see Recording a Batch. For guided production, see Making Mode.