Getting started

Start with one product and the materials you need to make it. Once you’ve received those materials, recorded a batch, and shipped an order, you’ll have a useful pattern for the rest of your range.

Set up your workspace

Sign in, create or choose your organization, and open its dashboard. Set up your workspace →

Your first batch

Follow materials and packaging through production and a customer order. Follow the batch guide →

Invite your team

Give the people who help with purchasing, production, and orders access to your workspace. Invite your team →

Move from CraftyBase

Review an export from your existing account before bringing records into Formul. Move your records →

Tip

Moving existing stock? Complete migration before entering those same quantities through purchase receipts. Recording both would count the stock twice.

For a worked example with separate blending and bottling stages, see Example: A Perfume Batch.