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.
Start with the guided steps.
Follow the quick-add walkthrough to save the material identity, then use the batch-ready steps to review sources, lots and documents.
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.