Record a bench, pilot, or production batch

What you will accomplish

You will create a batch at /batches/new, choose Bench, Pilot, or Production deliberately, confirm the scaled charge sheet, and understand exactly when lots and inventory are affected. The formula picker includes all non-archived formulas, so the run type—not the formula's status—sets the operational readiness rules.

Before you start

Open the formula you intend to run and confirm its base yield, raw-material units, and method. A Bench run needs Formula-ready identity. Pilot and Production require Batch-ready identity; Production also needs enough approved active lots when exact inventory will be deducted.

The form starts as Bench when you arrive from a formula or use the development-oriented onboarding experience. The general professional Log Batch flow starts as Production. Always verify the selected run type instead of relying on that starting choice.

Choose the run type

1. Choose Bench for development work. Formula-ready materials are enough. Bench inventory is non-destructive, and Deduct from Inventory is off by default and unavailable even if the batch is Completed.
2. Choose Pilot for scale-up validation. Materials must be Batch-ready. Pilot uses live on-hand availability and can deduct summary inventory for a Completed run without requiring selected lots.
3. Choose Production for controlled manufacturing. Materials must be Batch-ready. Production checks approved active lots for exact inventory and blocks a deduction when eligible lot stock is insufficient.

When the general Log Batch flow defaults to Production, inventory deduction starts on because the status defaults to Completed. A form that starts as Bench does not automatically opt in after you switch run types, and Pilot does not opt in by default. Always review the checkbox. Changing the status away from Completed disables the deduction control.

Build the batch record

1. Open the form. Select Log Batch from Batches or go directly to /batches/new.
2. Select the formula and run type. Remember that the formula list contains all non-archived formulas, including drafts; choose the run type that matches the work you are actually doing.
3. Set the scale. Enter the Scale Factor and confirm the calculated yield and units.
4. Review the charge preview. Check each phase, raw material, percentage, scaled amount, live availability, and any cost visible to your plan.
5. Add a batch-only raw material when needed. Use an extra row for a q.s. charge or pH adjustment that belongs to this run; it does not change the source formula.
6. Enter the operating details. Confirm the batch date, status, actual yield, units made, unit size, quality rating, and notes.

Control lots and inventory

1. Use Completed only when the run is complete. The available statuses are Completed, In Progress, Planned, Failed, and Quarantine.
2. Review Deduct from Inventory. It is enabled only for a Completed non-Bench run. Planned, In Progress, Failed, Quarantine, and every Bench run leave inventory unchanged.
3. Resolve Production lot warnings. Production uses approved active lots to prove exact inventory. Receive or approve eligible lots before retrying a blocked production deduction.
4. Record the actual charge and selected lot in Making Mode. Saved weigh-offs connect the material, lot, and actual amount to batch traceability. When a Production deduction runs, Formuley reduces lot quantities and material stock and records the inventory transactions.

Save the run

1. Choose the matching save action. The button reads Log Bench Run, Log Pilot Run, or Log Batch for Production.
2. Open the saved batch. The batch detail page keeps the formula link, run type, status, quantities, notes, cost signals available to your plan, and traceability data together.
3. Continue in Making Mode when producing live. Use it to check off charges, save actual amounts and lots, run timers, and capture eligible evidence.

Check your work

• The saved record shows the intended Bench, Pilot, or Production run type.
• The formula, scale factor, expected yield, units, and charge amounts match the planned run.
• Bench work did not change inventory.
• A Completed Pilot deduction changed summary stock only when you enabled it.
• A Completed Production deduction used eligible lots and left lot-linked inventory transactions.
• Batch-only additions appear on this run without altering the formula.

If something does not look right

• If a formula is missing, confirm it is not archived; approval status does not control this picker.
• If Pilot or Production is blocked, complete the raw material's Batch-ready identity fields.
• If Production reports insufficient stock, check approved active lot quantities rather than only the material's summary on-hand value.
• If Deduct from Inventory is unavailable, confirm the status is Completed and the run type is not Bench.
• If an actual amount or lot is missing from traceability, return to the corresponding weighing step before completing Making Mode.

Next steps

• Run the batch step by step in Making Mode
• Review quality, evidence, traceability, and release records
• Scale a formula before creating another batch