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Admin Formula Settings

Fulfillment Settings

Estimated reading: 3 minutes

Go to Settings > Formula Settings > Add New

What are Fulfillment Settings?

The fulfillment settings allow you to control the data columns you see when you are preparing or “fulfilling” an order.  This includes the order the ingredients appear. 

Settings Per Dosage

Each dosage mode enabled in your formula builder will have their own unique fulfillment settings.  Click on the Tabs below to view and edit the fulfillment settings per dosage mode.  

Fulfillment Settings

fulfillment screen

Order of Ingredients

Sort Ingredients by the Ingredient Name, Ingredient Quantity or SKU#

Ingredient Name – Order from A to Z, Z to A or exactly how it was entered into the formula builder

Choose which ingredient name type the system will use to order from A to Z or Z to A.  

If ordering by Quantity, you can choose highest to Lowest or Lowest to Highest Quantity

If ordering by Quantity you need to choose which quantity field to use; Raw Qty, Enter Qty, Total Quantity or Converted Quantity

What is Converted Quantity?

An ingredient type has one default measurement type that is used to track your inventory (the quantity you have of each ingredient)

If a measurement type is used that differs from the measurement type you use to track inventory, then we convert the value from the secondary measurement type to the default measurement type.   This value is shown as the converted quantity.   

Example:  User is building a tincture formula in fluid ounces, but you keep your inventory tracked in ml.   We will use the conversion from fluid ounces to milliliters to determine the converted quantity in ml. 

Three Stage Conversion System

There are 3 areas where we can store a conversion from one measurement type to another measurement type. 

  1.  Global Conversions
    There are global measurement conversions located at Admin > Settings > Ingredient Settings > Measurement Conversions
  2. Ingredient Type Specific Conversion Settings
    Each Ingredient Type can have its own measurement conversion settings.  This is located at Admin > Settings > Ingredient Settings > Configure Ingredient Type > Measurement Tab
  3. Ingredient Specific Conversion Settings
    Each single or premix ingredient can have its own conversion settings.   To Modify, go to Admin > Ingredients > Search for Ingredient > Edit Ingredient > Measurements Tab
When converting a value, first we look at the individual ingredient to see if there are any conversions, if there are none, we look at the Ingredient Type, and if we don’t find any in the Ingredient Type, we use the global conversion settings.  
 
If you have more than one measurement type applied to an Ingredient, you will need to add the “Converted Quantity” field to your fulfillment settings to view the final quantity in the default measurement type for the Ingredient Type.   It is not a bad idea to also add it to the “Order View” page. 

Fulfillment Columns

Add Columns
You can add columns by clicking on Add New Column, and selecting the columns you want to add to the fulfillment page. 

Delete Column
Press the delete button in the action menu corresponding with the column you want to delete.  If you delete it by accident, you can add it back.  

Edit Column
You can edit the display name of the column title. 

Order Column
Enter a numerical value in the box.  The lower the value, the more to the right the column will appear

Column Width
Enter a numerical value in pixels to control the width of the column.  

 

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