Custom Formula Builder Overview
Go to Admin > Settings > Formula
As the owner or administrator of the dispensary, you are going to set global settings which will be applicable for every new practitioner registering at your dispensary. If you are a solo practitioner, I would still make all the global settings proper to save you time.
Practitioner Specific Settings
Each practitioner can choose specific formula settings which are available in their profile. An example would be changing the herb name types available to view. Example, show pinyin and latin columns.
Configure Herb Types
Go to Admin > Settings > Catalog > Herb Types
To make things more clean, make sure you have turned off the herb types you don’t need. Example, if you don’t build raw formula, but raw herbs is set to ON, its going to get in the way. Turn off unnecessary herb types now:
There are different ways to calculate a formula and we refer to these as dosage modes. Set up your dosage modes.
Define the containers you use for custom formulas. For example, if you are dispensing tinctures and using a glass amber bottle for liquids from 0.01 oz to 2 oz, you can specify how much this container weighs. We use this information to properly estimate the weight of the package to get more accurate shipping rates. Even if you don’t ship with the dispensary, it is wise to define the containers/bottles you are using for label purposes.
There is usually common sets of instructions for cooking or decocting herbal medicine. The dispensary admin can create templates which can be used by any practitioner in the dispensary. Each practitioner can also create their own templates which can be used when creating custom formulations. if you are a solo practitioner, you can create them here or in your practitioner account profile.