A complete guide to every feature in your formulation workspace. Each section includes a quick overview and step-by-step walkthrough.
Last updated: September 3, 2026 · By Formulate 360 Team
Your command center. The dashboard gives you an at-a-glance view of your formulas, recent activity, AI credits, and subscription status so you always know where things stand.
Key Features
Step-by-Step Walkthrough
Log in
Navigate to formulate360.com and sign in with your email and password. New users can create a free account from the signup page.
Understand the layout
The sidebar on the left is your main navigation. Click any section to jump there. The main area shows your dashboard widgets.
Check your stats
The top cards show your total formulas, active formulas, and remaining AI credits for the month.
Use the activity feed
Scroll down to see recent changes — formula updates, document generations, and team activity.
Products represent your finished goods — the items you sell. Link formulas to products to track which recipes power which SKUs, and keep your product catalog organized.
Key Features
Step-by-Step Walkthrough
Navigate to Products
Click "Products" in the sidebar. If you have no products yet, you'll see an empty state with a "Create Product" button.
Create your first product
Click "New Product" and fill in the name, category, and optional description. Categories help organize products by type (topical, tincture, edible, etc.).
Link formulas
Open a product detail page. In the Formulas section, click "Link Formula" and select from your existing formulas. A single product can have multiple formulas (e.g., different strengths or flavors).
Manage your catalog
Use the product list to search, filter by category, or duplicate products. Duplicating copies the product metadata and linked formulas — perfect for creating flavor variants.
Track every production run from mixing to packaging. Batches connect formulas to real-world manufacturing, with built-in QC (Quality Control) checklists and pass/fail tracking.
Key Features
Step-by-Step Walkthrough
Navigate to Batches
Click "Batches" in the sidebar. You'll see all your batches with their current status.
Create a new batch
Click "New Batch" and select the source formula. Set the batch size — all ingredient quantities auto-scale from the formula's base batch size.
Add QC checkpoints
Open the batch detail and navigate to the QC tab. Add checkpoints like "pH test", "viscosity check", or "visual inspection" with pass/fail criteria.
Complete the batch
As you progress through manufacturing, update the batch status. Once all QC checks pass, mark the batch as completed. The system records timestamps for full traceability.
The heart of Formulate 360. Build precise formulations with percentage-based ingredient lists, automatic batch scaling, version history, AI-assisted drafting, and flexible import/export.
Key Features
Step-by-Step Walkthrough
Create a new formula
Click "Formulas" → "New Formula". Name your formula, select a product type (topical, tincture, edible, etc.), and set the base batch size.
Add ingredients
Search the ingredient library by name, INCI name, or function. Click an ingredient to add it to your formula. Set the percentage and assign it to a phase (e.g., "Oil Phase", "Cool Down").
Use the AI assistant
On Pro+ plans, click "AI Draft" to have the AI suggest a complete ingredient list based on your product type and goals. You can accept, reject, or modify individual suggestions.
Adjust and balance
The formula panel shows real-time totals. Adjust percentages until they sum to 100%. Switch batch size to see quantities auto-recalculate.
Version and share
Click "Save Version" to snapshot the current state. Share your formula via a secure link — recipients see a read-only view with optional expiration.
Import formulas
From the Formulas page, click "Import". Upload a CSV with columns: name, percentage, function, phase. Map columns and confirm — your formula is created instantly.
A visual formula builder that lets you design formulations on an interactive graph. Drag ingredients onto a node-based canvas, connect phases, and see the formula take shape in real time.
Key Features
Step-by-Step Walkthrough
Open the Canvas
Click "Canvas" in the sidebar, or open a formula and click "Open in Canvas". The canvas shows your formula as an interactive node graph.
Add ingredients visually
Drag ingredients from the sidebar palette onto the canvas. Each ingredient becomes a resizable node showing its name, percentage, and phase color.
Connect and organize
Drag connection handles between nodes to show ingredient interactions. Group nodes by phase for a clean layout. The canvas auto-saves your arrangement.
View and export
Zoom and pan to explore complex formulas. Toggle between canvas view and the traditional table view. Export the canvas as a PNG for presentations or documentation.
A searchable library of thousands of cosmetic, supplement, and cannabis ingredients. Browse by category, search by INCI name, view supplier catalogs, and quickly add to any formula.
Key Features
Step-by-Step Walkthrough
Navigate to Ingredients
Click "Ingredients" in the sidebar. You'll see the full library with category filters across the top.
Search and filter
Use the search bar to find ingredients by name, INCI name, or function. Apply category filters to narrow results. Click any ingredient to see its full profile.
Explore ingredient details
The detail page shows chemical properties, common usage rates, supplier listings, and which of your formulas use this ingredient.
Add supplier data
Link supplier catalog entries to ingredients with pricing, MOQ, and lead time. This data flows into your formula cost calculations.
Quick-add to formulas
From any ingredient detail page, click "Add to Formula" and pick the target formula. The ingredient is added at a default percentage ready for adjustment.
Generate professional documentation from your formulas with one click. SOPs, Certificates of Analysis, Safety Data Sheets, ingredient labels, and product spec sheets — all AI-generated and formatted for print.
Key Features
Step-by-Step Walkthrough
Navigate to Documents
Click "Documents" in the sidebar. You'll see all your generated documents with type, status, and date.
Generate a document
Click "New Document" and select the document type (SOP, COA, SDS, Label, or Spec Sheet). Choose the source formula and click "Generate".
Monitor progress
Document generation runs in the background. The status updates in real time: pending → generating → completed. Large or complex documents may take 30-60 seconds.
Review and download
Once complete, click the document to preview it. Review the AI-generated content for accuracy. Click "Download PDF" to save or print.
Regenerate or customize
Need changes? Click "Regenerate" to produce a fresh version. The original is preserved in your document history.
AI-powered research assistant that searches PubMed, formulation databases, and regulatory references. Ask questions in natural language and get cited, evidence-backed answers.
Key Features
Step-by-Step Walkthrough
Open Intelligence
Click "Intelligence" in the sidebar. The research interface opens with a chat-like input.
Ask a research question
Type a question like "What preservatives are effective in water-based topicals?" or "FDA regulations on CBD in cosmetics." The AI searches its knowledge base and returns a structured answer with citations.
Review citations
Citations appear as [P1], [P2] markers linking to PubMed articles. Click any citation to open the source in a new tab.
Manage conversations
Your research history is saved as conversation threads. Start new threads for different topics, or continue existing ones to build on prior research.
Manage your profile, subscription, API keys, and team members. Everything you need to configure your workspace.
Key Features
Step-by-Step Walkthrough
Open Settings
Click "Settings" at the bottom of the sidebar. Your profile page opens showing your account details.
Update your profile
Change your display name, email, or upload a profile photo. Changes save automatically.
Manage subscription
View your current plan, usage limits, and billing history. Click "Upgrade Plan" to change tiers — you'll be redirected to Stripe's secure checkout.
Create API keys
Navigate to the API Keys tab. Click "New API Key", give it a name, select scopes, and copy the key (it's shown only once). Use it with the X-Api-Key header.
Invite team members
Enterprise plans: go to Settings → Team. Enter email addresses to send invites. Assign roles: Admin, Editor, or Viewer. Members appear in the team list with status.
Choose the plan that fits your needs. Free to start, Pro for full AI capabilities, and Enterprise for teams with advanced permissions and dedicated support.
Key Features
Step-by-Step Walkthrough
View plans
Click "Upgrade Plan" in the sidebar or visit the Pricing page. Compare features side by side across all four tiers.
Choose and upgrade
Click "Upgrade" on your chosen plan. You'll be redirected to Stripe's checkout page. Complete payment to instantly unlock features.
Manage billing
Visit Settings → Billing to update payment method, view invoices, or cancel. Downgrades take effect at the end of your billing period.
Need more help? Check the API Reference or contact support@formulate360.com.