1. Recipe / Formulation Mgmt
  2. Get started
Get started

Get Recipe / Formulation Mgmt running in four steps.

Prepare a real formulation and stock baseline, then rehearse the guarded production and quality decisions with your team.

  1. Create your account

    Click Start now and create your ERP.AI account.

    Start now
  2. Download Proto

    Proto is the desktop app you use to set up Recipe / Formulation Mgmt. It runs on macOS, Windows and Linux.

    Download Proto
  3. Make it yours

    Open Recipe / Formulation Mgmt in Proto and adjust fields, steps, roles and approvals to match how your team works.

    Implementation plan
  4. Bring your data and team

    Import your records, then invite your team and assign their roles.

    See the roles

Create your account

Click Get started, then use Proto to configure Recipe / Formulation Mgmt for your business. Identify Production Planner, Production Operator and Quality Reviewer. Agree Admin’s setup responsibility and Manager’s customer-demand procedure, then link each staff member to the correct account.

Prepare the first operating cycle

Choose a familiar recipe version and its ingredient declarations. Prepare the base yield and units, a finished product and representative customer demand. Load reconciled material stock by item, location and lot, then select an Available resource and feasible planned window.

Agree where inspection evidence comes from and who decides recipe review. Rehearse operator submission and the reviewer handoff using ordinary accounts. Configure the operating views with the team’s actual access and quantity meanings.

Review before release

Submit eligible production work, a material issue and a completed production interval. Quality Reviewer decides the Pending batch through the guarded release action. Inspect the exact stock decrement and finished-goods receipt, then repeat requests and try insufficient stock, Held output and an unauthorized actor.

Resolve an ambiguous stock source, conversion basis or correction procedure before expanding the pilot. Follow implementation, inspect the data model and review pricing with the responsible team members.

Set up Recipe / Formulation Mgmt your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started