Compare formulas.Review the revision.Approval first.
Formulas, versions and approvals in one place with production. Only an approved version reaches the floor.
The chosen formula reaches the floor.
Follow one formula change
Draft the New Version
Lines, quantities per unit and tolerances are held with the version.
How formulation works: versions, approvals, scaling and costing
1. Draft the New Version
Lines, quantities per unit and tolerances are held with the version.
Production, quality, compliance and costing sections sit together.
Where enabled, Formula AI can draft a starting formula for a person to edit.
- Material flags
- How materials are classified, and which checks each needs, follow your set-up.
AI drafts are suggestions only; your formulators decide.
HC-12 · version 5 draft
Version 4 in force
- Water
- 68.5% ± 1%
- Emulsifier
- 6.0% ± 0.5%
- Preservative
- PR-2 · 0.8%
- Checks
- pH, viscosity
- Costing
- Section included
Version 4 stays in use while 5 is drafted.
2. See exactly what changed
Compare two versions line by line, including tolerances and checks.
Reviewers see only what changed.
Costing updates with the version; selling prices aren't set by V5.
- Cost
- Standard cost and variance are covered on the cost page.
Cost/COGS and variance are Professional and Enterprise.
Compare · v4 → v5
Changes only
- Preservative
- PR-1 → PR-2
- Quantity
- 1.0% → 0.8%
- Checks
- Micro test added
- Other lines
- Unchanged · 9
- Costing
- Updated
Lines, tolerances and checks compared.
3. Approved under your sign-off rules
Approval can require two signatures where your procedures call for it.
An approved version isn't edited; changes make a new version.
Approval history stays with the formula.
- Change control
- Your change process decides who approves.
Two-signature approvals are Professional and Enterprise.
HC-12 v5 · approval
Two signatures
- Formulator
- Signed · 14 Oct
- Quality
- Signed · 15 Oct
- Meaning
- Approved for production
- Edit approved
- No · new version
- History
- Kept
Changes become a new version, not an edit.
4. New work orders use the version in force
The version takes effect on its effective date.
New work orders use it, scaled from the approved per-unit quantities.
What is exchanged with your ERP depends on the integration.
- Example
- Percentages and dates are a worked example.
Whether and how far a formula may be scaled follows your procedures.
HC-12 · in force
From 20 Oct
- Version 5
- In force
- Version 4
- Superseded
- New work orders
- Use v5
- Scaled to 800 kg
- From per-unit
- ERP
- Per integration
Scaled to the batch from the approved version.
Formulas Feed Everything Downstream
Work orders, dispensing, batch records, labels and cost all read from the version in force.
- Recipe ManagementRecipe lines, steps, checks and scaling in one place.See Recipe Management
- This pageFormulationDraft, compare and approve formula versions.
- Document controlRevise, approve and issue one current version.See Document control
- Cost & COGSSee material and labour cost for a completed order.See Cost & COGS
AI and Formulation
A proposed formula needs technical review
A proposed formula needs technical review
Formula AI can assist draft preparation where configured. Ingredient quantities, units and applicable product constraints still need checking by your technical team.
Everything in this feature
What formulation uses, and which plan each item needs. Compare plans
Formulas and work orders
All plansVersions used by new jobs.
Formula AI
All plansDrafts from a target spec or a CoA, for people to edit.
Document explode
All plansBring formulas in from existing PDFs; people check.
Two-signature approvals
Professional and EnterpriseFormula approval sign-off.
IFRA limits matrix
Availability to confirmFragrance restrictions by substance and IFRA category for a selected amendment.
Cost/COGS & variance
Professional and EnterpriseStandard vs actual.
Availability to confirm: the capability exists in V5, but which plans include it, and whether it is enabled for you, is not yet confirmed — ask us. People approve every version. AI drafts never reach production without approval.
Explore the sample records.
Open a sample report to review its contents, supporting references and how the record is built.
UltimateSample report
Master Manufacturing Record (MMR)
Plan & make
Weighing, Dispensing & Formulation Buyer Guide
For production, quality and engineering teams choosing software for formulas, scan-checked dispensing and scale readings. Use it with or without V5.
- Why weighing records fail
- Formula versions, structure, scaling and tolerances
- Tare, gross, net, units and staged weighing
- Material status and selection rules at the scan
Plus Readings, micro ingredients and station readiness; Verification, signatures, corrections and exceptions; The electronic dispensing record, issue, return and yield; Worked premix, sector vocabulary, master data and validation; Implementation, RACI, RFP questions and scored checklist.
Get the weighing & formulation guideWe ask for your name and email so we can handle this request. The full guide then opens on this site, ready to translate, print or save. Privacy policy.
UltimateFree buyer guide
Weighing, Dispensing & Formulation Buyer Guide
Straight answers.
What buyers ask us first about Production & Planning.
Does V5 replace our planning spreadsheet?
Scheduling and MRP give planners a board and suggested orders to review. Planners still decide what to run and when.
Can operators work from a tablet at the line?
Yes. The operator kiosk runs on tablets and shows one step at a time, recording what was done as the work happens.
Which plan includes electronic batch records?
Electronic batch and device records with e-signatures start on Professional. See Compare details on the pricing page for the full list.
More of the product
Start with one area. Add the rest when you are ready.
Warehouse & TraceabilityExplore 
This feature's areaProduction & PlanningExplore 
Quality & LaboratoryExplore 
Documents & TrainingExplore 
Equipment & PerformanceExplore 
Orders & IntegrationsExplore
Try it with one of your own formulas.
Start a free trial or talk it through with us. No card needed.