Raw material workflow walkthroughs
Quick add should feel successful, not stuck. These walkthroughs explain the staged workflow we want the website to teach clearly: save for formulation first, verify for batching second, then layer in sourcing and GMP controls only when they matter.
Watch the short guide first, then use the deeper walkthroughs below.
This video is the fast overview: quick-add with minimal info, save for formulation, verify for batching later, and keep sourcing / GMP controls as later-stage steps.
Short visual guide for the intended raw material flow: save for formulation first, verify for batching second, then add sourcing and GMP controls later.
Formula-ready first
Minimal intake should save cleanly so the raw material is usable in formulas immediately.
Batch-ready second
Controlled batching needs identity verification, but that step should be explicit and easy to finish.
Source and GMP later
Preferred sources, lots, and documents belong later in the workflow, not in the first save moment.
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.
What You Do
Enter the trade or common name your team will recognize later.
Keep the INCI separate and accurate for compliance output.
Set the default unit so formulas and inventory stay connected.
What Formuley Means
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.
What You Do
Open the raw material detail page.
Look for the batch-ready checklist instead of a generic Draft label.
Use the walkthrough links if you need a refresher.
What Formuley Means
This is the place where Formuley should answer 'what is missing?' clearly and immediately.
Need the written version too?
Open the companion tutorial for the exact checklist, the reasoning behind each stage, and a written explanation you can share with your team.
The key workflow idea is simple: saved for formulationcomes first, verified for batching comes second, and sourcing / GMP expectations come later.