Recording a Batch

Overview

Recording batches is how you track every production run in Formuley. Each batch links to a formula, captures production details, and optionally deducts raw materials from your inventory.

Formuley now separates runs into three levels:

• Bench -- early development work with lighter requirements.
• Pilot -- scale-up validation with stricter ingredient checks.
• Production -- controlled manufacturing with the strictest ingredient and lot rules.

Starting a New Batch

There are two ways to begin:

1. Navigate to Batches in the sidebar and click Log Batch.
2. From the Dashboard, use the Quick Actions panel and select Log Batch.

Both paths take you to the batch creation form.

Choose the Right Run Type

• Bench runs are the escape hatch when you are still developing. Ingredients only need enough identity to be formula-ready, and inventory deduction is off by default.
• Pilot runs are for process validation. Ingredients must be batch-ready before you continue.
• Production runs are for real manufacturing. Ingredients must be verified and batch-ready, and approved lots are expected before inventory is deducted.

If you are still testing a draft formula, start with Bench instead of forcing a production-style batch too early.

Filling Out the Batch Form

Select a Formula

Choose a formula from the dropdown. Each option shows the formula name followed by its total weight in parentheses -- for example, "Lavender Body Butter (500 g)." Once you select a formula, the raw material preview populates automatically.

Batch Date

A date picker defaults to today's date. Change it if you are logging a batch that was produced on a different day.

Scale Factor

The Scale Factor field controls the batch size relative to the original formula:

• 1.0 produces the formula at its original size.
• 2.0 doubles all formula row amounts.
• 0.5 halves them.

Enter any decimal value to scale to your needs.

Raw Materials Preview

When a formula is selected, a preview table appears showing:

Column	Description
Raw Material / Trade Name	Each row in the formula charge sheet
Amount	Quantity after applying the scale factor
In Stock	A check mark if you have enough, or a warning icon if stock is insufficient
Cost	Raw material cost for this batch based on current unit prices

This preview helps you verify that you have the materials on hand before starting production.

Summary

Below the raw materials preview table, a summary section displays:

• Total Yield -- the expected output weight/volume.
• Units Made -- number of finished units (e.g., jars, bars).
• Total Cost -- sum of all raw material costs at the scaled amounts.
• Cost per Unit -- total cost divided by units made.

Batch Details

Fill in the production specifics:

• Status -- select from Planned, In Progress, Completed, Failed, or Quarantine.
• Quality Rating -- rate the batch from 1 to 5 stars.
• Actual Yield -- the real output, which may differ from the calculated total yield.
• Units Made -- how many finished units you produced.
• Unit Size -- the size of each unit (e.g., 100 g, 4 oz).
• Production Date -- the date production took place (can differ from the batch date if you are pre-planning).
• Notes -- free-text field for observations, issues, or reminders.

Inventory Deduction

The Deduct from Inventory checkbox controls whether Formuley automatically subtracts the raw material amounts from your stock levels. This option is only available when the batch status is set to Completed. For batches in other statuses (Planned, In Progress, Failed, Quarantine), inventory is not deducted.

For Bench runs, inventory deduction is normally left off so experiments do not accidentally behave like released production.

Saving the Batch

Click Save Batch to record the batch. You are redirected to the Batches list page, where your new batch appears with its status, formula name, and date.

Tips

• Use the Raw Materials Preview to catch stock shortages before you start producing.
• Set status to Planned for batches you intend to make later, then update to Completed when done.
• Enable Deduct from Inventory only for completed batches to keep your stock levels accurate.
• If Formuley blocks a production batch, it usually means one or more ingredients still need identity verification, category cleanup, or approved source and lot data.
• To walk through production step by step, see Making Mode. For post-production documentation, see Batch Documentation.