Items

Adding a Formulation

Process for adding a new Formulation Go to Add a New Formulation Enter name e.g ‘Lemon and Jasmin oil’ Enter Item Class Select Item Code Sequence – If Manual enter Code e.g ‘LEMJAS-OIL01’ Click Save Enter each raw material and concentration. Press Enter to add a new line Click Click Save & Check-in   Related Help: Quick Start Guide – Adding a Formulation. YouTube videos for Adding Formulations and Developing Formulations.   Last updated Aug 2016...
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Adding a New Application

Process for adding a New Application Go to Add a New Application Enter a Code for the application e.g. “PC/SOAP” Enter a Name for the application e.g. “Personal Care Soap” Add a description if required Add a Base Item if required Choose if the application ‘Belongs To’ another Application, such as “Personal Care” Choose if the application has ‘Belonging Applications’ such as ‘Liquid Soap’ or ‘Bar Soap’ Click Save...
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Adding a New Chemical Class

Process for adding a New Chemical Class Go to Add a New Chemical Class Enter a Code for the Chemical Class e.g. “ALD” Enter a Name for the Chemical Class e.g. “Aldehyde” Add a description if required Click Save Chemical Class helps to define further the classification of a Raw Material.   Related Help: Character Class and Character Notes Overview   Last updated Sep 2017...
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Adding a New Cross Reference

Process for adding a New Cross Reference Go to Add a New Cross Reference In Company specify the Customer you want to use the cross reference for In Item enter the name of the Item you want to apply the cross reference to Choose either Auto or Manual code sequence you wish to use in Code Cross Reference Sequence.- If Manual selected then enter Code Cross Reference In the Name Cross Reference enter the name for the cross reference Click Save   Last updated Sept 2015...
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Adding a New Item Class

Process for adding a New Item Class Go to Add a New Item Class Enter a Code for the Item Class e.g. “A020” Enter a Name for the Item Class e.g. “Fragrance Raw Material” Add a description if required Choose if the Class if for Raw Materials or Formulations Choose which of the existing Item Types this Class belongs to Click Save An Item Type can contain several Item Classes e.g. Item Type ‘Formulation’ could include Item Classes ‘Dilution’, ‘So...
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Adding a New Item Type

Process for adding a New Item Type Go to Add a New Item Type Enter a Code for the Item Type e.g. “F” Enter a Name for the Item Type e.g. “Flavour” Add a description if required Click Save Item Types are used to differentiate between kinds of Items in order that different behaviour can be assigned to them. An Item Type can contain several Item Classes e.g. Item Type ‘Formulation’ could include Item Classes ‘Dilution’, ‘Solution’ and R...
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