Add Formula Template
Click here for Help on ‘What is a Formula Template“
You can also Import Formula Templates
Adding template is split into 2 stages.
1. Enter Template Information
2. Edit and Verify Templates
3. Edit and Verify Herb Products
To create a new template, you must first enter the following information.
Enter the Name of your formula based on how you want it to show in the practitioner website.
Add a description for the template formula (optional)
Number of Days
Enter the number of days for the formula (this can be edited later)
Doses Per Day
Enter the doses per day for the formula (this can be edited later)
Pick one or more herb types that you want the template created for.
Choose one or more herb types to create a herb product based on the template. (optional)
Enter the herbs in the formula and the daily raw amount or proportion (%)
The system will use the values you enter to make the template in each dosing mode for each herb type you select. On the next page, you can see all the calculations and edit the template.
Click Preview Template
The system will now show you for every herb type you selected, the template for each dosing mode. You can edit the templates for each herb type and dosing mode.
Herbs Not Found
Your template may have herbs available in one herb type and not another herb type. The system will show you which herbs are not available in a particular herb type. You can leave them in the template or delete them. If the herb is not available, the herb will not be selected when a practitioner selects the template. If it becomes available in the future, then it will be available for the practitioner.
Herb Products allow us to easily order a formula without having to use the Custom Formula Builder. We wanted an easy way to create herb products without having to enter the formula again. We added functionality to use a formula template, and automatically make it into a herb product at the same time!
This will be slightly changed soon, so you can select any template when you create a herb product. For now its an easy way to create herb products from the your templates.Herb Products created from the templates area will still show in Admin > Catalog > Herb Products
Press Confirm and Save
When you are happy with the templates you have created and edited them to your satisfaction, save them and they will be available to your practitioners.
You can edit templates to modify your template
You can turn the status of the template to ON/OFF