Scale a formula for a target batch

What you will accomplish

You will calculate a production-ready worksheet from a saved formula without changing the base formula. You will scale by a desired yield, unit count, or multiplier, review material readiness and cost, then print the worksheet or carry the scale factor into a new batch.

Before you start

Confirm that the formula's base yield, yield unit, unit count, raw-material amounts, and costs are current. Stock and cost results are only as complete as the inventory and supplier data behind the selected raw materials.

Open the scaling worksheet

1. Open the formula. Choose the saved formula you want to manufacture.
2. Select Scale. Open /formulas/[id]/scale from the formula detail page.
3. Review the current formula basis. Confirm the displayed base yield and unit count before choosing a scaling mode.

Choose how to scale

1. Choose Target Yield for a required batch amount. Enter the desired yield and select its unit.
2. Choose Target Units for a finished-unit goal. Enter the Target Unit Count based on the formula's saved unit yield.
3. Choose Scale Factor for a direct multiplier. Enter a positive factor, where 1× keeps the current size and 2× doubles it.
4. Use a quick factor when it fits. The worksheet offers ½×, 2×, 3×, 5×, and 10× shortcuts.

Changing any mode recalculates the same scale factor. It does not edit the saved formula.

Review the scaled result

1. Check the summary. Review the scale factor, total yield, units made, Total cost, cost per unit, and Material readiness.
2. Review Scaled raw materials. Verify every recalculated amount and its unit, especially rows that require precise measurement.
3. Review stock warnings. A Review stock result means at least one material needs attention before production.
4. Review process details. Confirm phase instructions, pH range, viscosity, appearance, packaging, and other saved specifications shown on the worksheet.
5. Check practical limits. Make sure the scaled amounts suit your equipment, vessel capacity, and measurement resolution.

Print the worksheet or create a batch

1. Select Print or save PDF for a worksheet copy. Use the browser print dialog to print or save the scaling view.
2. Select Create Batch to continue in Formuley. The batch form opens with the formula and calculated scale factor in the URL.
3. Review the new batch. Confirm the proposed amounts and complete the required batch details before saving.

Check your work

• The displayed scale factor matches the target yield or target unit count.
• The scaled yield and units made match the planned run.
• Every row in Scaled raw materials has a sensible, measurable amount.
• Material readiness is Ready, or each stock shortfall has an explicit plan.
• Total cost and cost per unit are present when raw-material costs are available.
• The base formula is unchanged after scaling.

If something does not look right

• If Target Units gives an unexpected result, correct Units Made on the base formula first.
• If a yield conversion looks wrong, confirm that the selected target unit is compatible with the formula's saved yield unit.
• If Total cost is incomplete, add or update supplier pricing for the affected raw materials.
• If Material readiness reports a shortfall, review current stock before creating the batch.
• If an amount is too small to measure reliably, choose a larger scale or an appropriate pre-dilution process.

Next steps

• Review the formula before changing its composition
• Record and complete the batch
• Compare formula versions before production