Save the identity. Add control when it matters.
Create a usable material record first, verify it for controlled batching next, then connect sources, lots, and documents.
See the staged workflow.
The short guide shows how identity, batching readiness, and source controls enter the record without crowding the first save.
Formula-ready first
Capture enough identity to start real formulation work.
Batch-ready second
Make verification a visible, deliberate next step.
Source controls later
Connect suppliers, lots, and documents as the workflow deepens.
Quick add a raw material with minimal info
Use this when you want a formula-ready record fast without waiting on later-stage source or GMP details.
Start with the identity basics
Quick add only needs a working name, INCI, and default unit to create a usable raw material record.
- 1Enter the trade or common name your team will recognize later.
- 2Keep the INCI separate and accurate for compliance output.
- 3Set the default unit so formulas and inventory stay connected.
At this point Formuley should treat the raw material as saved for formulation, not as incomplete or rejected.
Move a raw material from formula-ready to batch-ready
Use this when the record is already saved and you now need identity verification for controlled batching.
Open the batch verification section
The next milestone after a formula-ready save is identity verification for batch use.
- 1Open the raw material detail page.
- 2Look for the batch-ready checklist instead of a generic Draft label.
- 3Use the walkthrough links if you need a refresher.
This is the place where Formuley should answer 'what is missing?' clearly and immediately.
Need the written checklist?
Open the companion guide for every field and readiness decision.