Add a Raw Material Quickly and Verify It Later

The Short Version

The workflow we recommend on the website is staged:

• Saved for formulation -- enough identity is present to use the raw material in formulas right away.
• Verified for batching -- the identity checklist is complete, so the raw material can move into controlled batching.
• Source-ready -- approved or preferred sources are attached.
• GMP-ready -- approved lots and supporting documents are attached for stricter release workflows.

That means the first save should not feel blocked by later-stage sourcing or GMP work.

What You Need for the First Save

For the quickest safe path, fill in:

• a Trade Name or Common / Plain Name
• an INCI Name
• a Default Unit

That is enough for the first formulation-focused save.

You do not need SDS, CoA, preferred source data, approved lots, or full GMP documentation just to create the record.

What "Saved for Formulation" Means

Saved for formulation means:

• the raw material is stored in your library
• you can use it in formulas
• the record is not yet verified for controlled batching

This is the stage customers often describe as feeling "stuck in Draft." The important distinction is that the first save should feel successful and usable, not rejected.

What "Verified for Batching" Means

When you are ready to move the raw material into controlled batching, complete the identity checklist:

• choose the Category
• link a Reference Match or enter a CAS Number
• add a Manual Verification Note when no reference match is linked

Once those are in place, the next product step should be one clear action that marks the raw material batch-ready.

What Comes Later

These steps come after the raw material is saved and, if needed, batch-ready:

• preferred or approved sources
• approved lots
• supporting documents

Those later requirements are about source control and GMP release support, not the first save moment.

Watch the Walkthroughs

• Watch the short video guide
• Watch the quick-add 90-second walkthrough
• Watch the batch-ready 90-second walkthrough

Best Workflow to Follow

1. Search the Formuley Database first if you want a faster prefill.
2. Save the raw material with the identity basics.
3. Use it in formulas right away if that is all you need today.
4. Return later to complete identity verification for batching.
5. Add source, lot, and document controls only when those later workflows matter.

Related Help

• Adding Your First Raw Materials
• Browsing the Formuley Ingredient Database
• Raw Material Library Overview