Learn Formulator Online from the beginning: follow these 18 lessons in order.
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01. First login, account settings and your workspace
Start with account settings and your workspace. Follow 18 short lessons from purchased materials to production, inventory, compliance and PIF.
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02. Add suppliers and the exact raw materials you buy
An Ingredient describes a raw-material grade. A supplier describes where it comes from. The physical delivery and its stock will be recorded as a lot in the next lesson.
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03. Record deliveries, raw-material lots and opening stock
Now connect catalogue records to physical material. Two deliveries of the same Ingredient can have different lot numbers, prices, expiry evidence and stock balances.
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04. Build a 100% formula and save a reproducible version
A working Formula is where you develop composition and process requirements. A saved Formula Version preserves the reference you will use in a Product and production Batch.
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05. Define packaging, the sellable Product and Product Version 1
The Formula defines composition. The Product adds commercial identity, declared amount and packaging. A Product Version freezes those choices and unlocks the Product-level PIF workflow.
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06. Produce the pilot: actual lots, filling, costs and inventory
Use a Batch for one production run. It records the exact Product/Formula version, physical lots, actual quantities, equipment and packing outcome. This lesson takes the training run through saved Done status.
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07. Organise supporting documents and work through the PIF gaps
The PIF workflow belongs to a controlled Product. It collects product information, reusable ingredient evaluations, supporting documents and generated document versions. Start with what you can substantiate, then make gaps explicit.
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08. Trace the finished batch and establish your daily routine
Finish the setup by proving you can find the record again. A useful workspace connects the finished Batch back to material deliveries and forward to distribution, while preserving documents and inventory history.
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09. Search Raw materials and CosIng before choosing an ingredient
Find the right reference, then verify the exact supplier grade.
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10. Read ingredient and formula compliance findings
Review identity, market, concentration and uncertainty together.
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11. Check IFRA categories and fragrance allergens
Use the intended product category and the real composition of each fragrance material.
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12. Review ingredient incompatibilities and conditions
Read the pair, evidence and process conditions before changing the formula.
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13. Register equipment, service it and link it to production
Keep the equipment register separate from formula requirements and actual batch use.
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14. Apply inventory, adjust stock and reverse mistakes
Follow the recorded stock difference instead of deducting the same material twice.
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15. Complete the PIF workflow: evaluations, templates and exports
Build a traceable draft from a controlled Product Version and documented inputs.
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16. Record formula tests, use charts and compare versions
Keep observations, specifications and controlled versions separate.
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17. Calculate costs, review pricing and export records
Use the right batch size, lot prices, packing units and currency.
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18. Organise workspaces, customers and daily control
Keep records, access and follow-up actions in the correct workspace.
Each lesson includes prerequisites, actions, screenshots and an expected result. The common example is a training body oil: 70/29/1%, a 1 kg pilot and 20 bottles of 50 g. The data is fictional.