Illustrative formulation bench with separate water and oil phases beside a phone showing the process.

The process.
The batch.
The record.

Your saved formula comes to the bench with its process. Actual quantities, ingredient lots, observations, and photos stay with the Sample or Batch you create.

Less to piece together afterward.

Start from the exact saved version, not a separate set of instructions. Keep the plan and what actually happened in the same build record.

Choose the version

Start a Sample or Batch from the saved Formula or Stock version you intend to use.

Set the amount

Keep the required ingredients and equipment with the process before you start a batch.

Follow the steps

Use Build Steps on your phone or print the process. Record actual amounts and lots as you work.

Review and close

Save the record and review inventory changes at closeout, including actual use and corrections.

formulator OS Build Steps screen with process instructions and checkboxes.

Your process.
Within reach.

Follow and check off the steps without switching between the formula and a separate process document.

Record the ingredients, lots, equipment, and amounts actually used. Add observations and photos to the same record, while the details are still in front of you.

Illustrative bench scene of a cosmetic sample being measured beside a phone.

Every Sample.
Every Batch.
Recorded.

Find the source version, actual quantities, lots, and observations with the build. No matching a batch notebook to a separately named formula file.

Review what was used

Inventory changes happen at reviewed closeout. Account for actual use and corrections rather than treating the planned quantity as the final record.

Return to the record

Keep photos and observations linked to the Sample or Batch they describe.

formulator OS sample history linked to a saved formula version.

An experiment needs its own record.

Bench Tests give focused experiments a separate home for conditions, observations, measurements, and photos.

Use them when you are investigating a question. They are separate from Sample and Batch records, not an extra stage every batch must pass through.

From the shelf to the batch.

See how ingredient identities, lots, purchases, and documents connect with your inventory, supplies, and equipment.

Explore ingredients and supplies