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cosmetri User Guides

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Click below to download a guide in PDF format:

Getting Started

  • Terminology
  • Configure user profile, global settings, departments and compliance
  • Manage users
  • Add a product
  • Add a formula
  • Enter formula composition – working with %w/w values
  • Checking ingredients breakdown and compliance
  • Enter method of manufacture
  • Activate the cosmetri Compliance Checker
  • Check and work through compliance tasks
  • Manage documents
  • Generate a complete product information file (PIF)

Useful Tips:

  • Creating multi-ingredient raw materials
  • Managing products by client/brand groups
  • Configure and use quick links
  • Working with Service Providers

 


Raw Materials

  • Creating raw materials
  • Parents and batches

Raw Material Information Tab:

  • Trade name
  • ID / code
  • Category
  • Properties

Preparing Raw Materials for Manufacturing:

  • Setting the density value
  • Cloning batches
  • Quality assurance
  • Inventory

Perfume Allergens

This guide explains the recommended best practice for managing perfume allergens in your raw materials (e.g. perfumes and essential oils), including the use of the INCI Parfum and advice on the declaration of allergens and ‘Parfum’ (or ‘Fragrance’) on the label of ingredients.

  • Perfume allergen regulations
  • Setting the product type of exposure
  • Raw materials – fragrances
  • Raw materials – essential oils
  • Adding raw materials to formula
  • The “benzyl alcohol” case - multi-function perfume allergens
  • Label of Ingredients
  • Managing product batches – monitor allergen concentrations

Product Labels

How to use the Formula/Label tab to manage the information to appear on the product label. Generate a label report and dossier, including all required text, graphics and symbols. Optimize your ingredients list, with instructions on how to create and save different versions and fine-tune the display of INCIs, common names, multi-country/language formats, etc. Add additional colors/shades to be declared in the dossier/PIF and list of ingredients.

  • Product name, function
  • Contact details, origin
  • List of ingredients
  • Perfume allergens
  • Colors/shades
  • Edit ingredients data
  • Other settings
  • Finalize list of ingredients
  • Shelf life, BBE
  • Net content/SKUs
  • Warnings, statements and declarations
  • Additional graphics
  • Batch/lot no.
  • Export labels data

 


Costing

How to manage your raw material and packaging costs. Generate detailed product costings, including costs per each unit/pack size and full BoM costings for any production amount. Calculate cost differences for different production amounts. Enter production costs, target bulk product costs and distributor/retail prices. Optimize your costs and profit margins and compare formula costs side-by-side. Set a base currency and enter costs in any currency. Cost calculations use live exchange rates to convert non-base currency costs into your base currency. Export costing data to .xls.

  • Setting default currency
  • Enter costs for raw materials and packaging items
  • Set target bulk product costs
  • Set distributor and retail prices
  • Perform product cost calculations
  • Export costings data
  • Monitor and control costs

Manufacturing

This guide explains the steps you need to take in preparation for using cosmetri’s manufacturing module. By following the steps in this guide you’ll be able to:

  • Set a density value for your product
  • Enter a method of manufacture
  • Manufacturing color products
  • Setup manufacturing order
  • Dispense the order
  • Backup/restore production formula
  • Manage order statuses
  • Approval and batch sample retention
  • Pack-out the order
  • Release the packed-out order
  • Download a batch protocol

Download guide as PDF
Download Manufacturing Guide


Projects

Projects can be used to define your initial idea for a new product or line. Upload example photos, set the project requirements and refine the concept. Service providers can invite clients to add and edit their own projects, which must be approved by an authorized user. Clone the project data to a product's 'Requirements' tab as the basis for the R&D team's formulation and sample development.

  • User Permissions
  • Project Default Settings
  • Add Project
  • Project Concept
  • Approval
  • Clone to Product ‘Requirements’
  • Tasks

Packaging

  • Packaging items
  • Packaging inventory
  • Packaging documents
  • Enable quality assurance
  • Packaging components
  • Packaging sets
  • Pack-out of manufacturing order

QA, Testing & SOPs

  • Basic principles of QA and testing
  • Tests
  • Test groups
  • Configuring tests
  • Test schedule
  • Print bar-coded sample labels
  • Enter test results and export test data
  • QA: Raw Materials and packaging items
  • QA: Manufacturing orders
  • QA: Formulas
  • QA: Retained samples

Download guide as PDF
Download QA & Testing Guide


Safety Assessment Calculations

  • Formula 'Safety' tab
  • Product/formula safety data
  • Ingredient safety data
  • Summary and safety calculations
  • Raw material safety data
  • Export safety assessment data
  • Safety-related test data

Download guide as PDF
Download Safety Assessments Guide


Client Users

  • User Case: Client Project Management
  • Setup Client as User
  • Client Department Permissions

Virtual Assistant (VA) Users

  • 10 top tips for working with your VA
  • Recruiting VAs
  • Adding a VA user to cosmetri
  • Subscribe additional users
  • Set department for VA user
  • Set clients/brand groups for VA
  • Manage VA hours
  • VA time sheet and activity reports

 


Tasks Management

How to manage tasks, notes and reminders:

  • Dashboard and tasks list
  • Compliance Checker tasks
  • Custom Tasks – Products/Formulas
  • Custom Tasks – Items
  • Task notes / reminders

Download guide as PDF
Download Tasks Management Guide


Publish Shared Data

  • Publisher profile
  • Publish mode – private/group/public
  • Updating Users/Groups
  • Groups
  • Publishing updates
  • Suppliers and Manufacturers
  • Publish: Raw Materials
    - Versioning and Updates
  • Publish: Products and Formulas
    - Versioning and updates
  • Publish: Packaging sets and their packaging items
    - Versioning and updates
  • Publish: Tests and Test Groups
    - Versioning and updates

Import Shared Data

  • Importing data
  • Updating data
  • Suppliers and Manufacturers
  • Import: Raw Materials
    - Updating
  • Import: Products and Formulas
    - Updating
  • Import: Packaging items and packaging sets
    - Updating
  • Import: Tests and Test Groups
    - Updating

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