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New Formulation and Costing Tools now Available (v.3.9.1)

Homecosmetri newsNew Formulation and Costing Tools now Available (v.3.9.1)

Software: cosmetri Product Manager
Version: 
3.9.1
Release date:
 29th September 2018

This latest version of the Product Manager introduces a range of new formulation tools and improvements to how costs are managed in cosmetri. We’ve also made some tweaks to the generation of batch tickets associated with manufacturing orders and several other usability improvements. For existing users, please be sure to familiarize yourself with the new changes.

New Formulation Tools

Formula Comparison

Several of our customers have been waiting for this feature, so here it is for you! Compare any combination of formula versions associated with the same product. In the formula’s ‘Specification’ tab, use the following options to select a formula version to display in the left and right side:

 

Click on ‘Add Row’ to enter different combinations in pairs. You can compare unlimited combinations. Click ‘Compare’ to open a new browser tab displaying the data. Any differences between each pair of formulas will be highlighted in red in the formula located on the right.

Click on ‘Export Data’ to export the current view to Excel.

Formula Costs On-the-Fly

 

You can now view the cost of raw materials in your formula in either kg or L, as you build your formula. If costs data exists for the raw material, in the new ‘Costs per kg/L’ column of the formula Composition view, you’ll see a value converted into your base currency.

At the bottom of the column, view the total running cost as you build the formula:

You can now view and update raw material costs directly from the formula view. Click on any costs in the ‘Costs per kg/L’ column to open the costs panel:

 

Click on ‘Update Selected Batch’ to update the opened batch, or ‘Update All Batches’ to apply the updated costs to the parent and all associated batches. Click ‘Close’ once you have finished editing the raw material’s costs to return to the formula composition.

You can include any expected yield value by checking the following checkbox:

 

 

The current value is displayed in brackets. Click on the edit icon to change the expected yield. Always click on ‘Update Costs’ to update the formula costs if you change this option.

Using the ‘Export Formula’ button, your exported formula costs will be included in the exported data, in .pdf and .xls format.

 

Export Formula Data

 

You can now export a formula directly from the product list, as follows:

If you sue the Departments settings to set permissions for logged-in users, be sure to check that the following setting is correct, thus hiding the export/download action from the product list.

We've also included the following options for the data that is exported, with the possibility to hide raw material trade names:

 

Production mode formulas

 

For compliance and QA purposes, changing a formula's mode from 'Draft' to 'Production' is not reversible. Therefore, we've added a requirement to confirm this action before you proceed, just to be on the safe side ;-)

 

Managing Costs

 

cosmetri Product Manager v.3.9.1 includes a range of updates that make the management of costs easier and more efficient:

View and edit the expected yield value direct from the Formula/Costs and Formula/Composition tab and include this in the calculation:

Simply edit the value in the following field and click on ‘Save’ to apply the change.

In the formula’s ‘Costs’ tab you’ll then need to hit ‘Calculate’ to apply the change to the calculation. If you change the expected yield value from the formula’s ‘Composition’ tab, hit ‘Update Costs’.

As described earlier, raw material costs can now be edited directly from the formula view. We’ve also introduced some usability enhancements in managing cost arrays, both for raw materials and packaging items.

Instead of entering an amount such as ‘999999999’ to end an array and thus ensure that a cost exists for any amount purchased, we’ve now added an ‘End’ checkbox. We recommend that you normally check that for the last row in your costs array, as per the following example:

This means that a cost of €16.00 per kg will be applied to any amount of the material purchased over 30.00 kg. If the ‘End’ checkbox in this example would remain unchecked, costs can only be calculated for amounts from 0 to 30 kg. This may however be your preference, if for example you do not have costs available for ‘unlimited’ amounts. Therefore, the selection of the ‘End’ checkbox is optional.

We’ve also added some checks and alerts to assist you in building your costs arrays. These include:

  1. Checking for gaps in the array values – for example, if you have a cost for 0.00 to 10.00 kg and 11.00 to 20 kg.00, but a gap between 10.00 and 11.00 kg exists.
  2. If the start value of the array is not 0.00
  3. If you have not selected the ‘End’ checkbox for the final row in the array (see above)

Manufacturing Orders

 

If you use the Product Manager for manufacturing, you'll already be familiar with batch tickets generated with each order/batch of your product. In this latest release, batch tickets are generated on-the-fly upon creation of the manufacturing order, using the current method of manufacture as described in the 'Method' tab of the production formula. Once the order is set to the status 'Manufactured' the batch ticket data is now available only within the generated batch protocol, which is available to download from the manufacturing orders list. Only orders with the status 'Pending' or 'Dispensed' have batch tickets available in the 'Batch Ticket' column.

Once your manufacturing order is set to 'Packed-Out' the batch protocol report is then updated to include the pack-out data.

We hope you enjoy this latest installment of cosmetri’s Product Manager! If you have yet to try cosmetri or would like to evaluate the new version, click here to request access to a free trial and to schedule an online demonstration.

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