Ingredient Lots

Ingredient lots are used to track specific batches of ingredients from suppliers, along with lot-specific properties and certificates of analysis (COAs).

Creating Lots from the Lots Listing

1. To create a new ingredient lot, navigate to the Lots page by selecting Inputs/Outputs > Lots.

2. From the Lots listing, select “+ Add Lot”.

3. Within the “Add Lot” modal, choose the ingredient for which you are creating the lot from the dropdown menu.

4. Name the lot.

5. Then, users have the option to use one of two tabs:

New Lot Details: Typically used when creating a lot that does not directly correspond to a specific recipe but rather represents a batch of ingredients. When entering new lot details, you will be prompted to fill in optional fields, such as:

• COA File: Upload a file for the Certificate of Analysis (COA)
• Cost: Enter the cost associated.
• Customer Label: Upload a file for the customer label.
• Expiration Date: Specify the expiration date of the lot.
• Purity: Enter the purity level of the material.
• SDS File: Upload a file for the Safety Data Sheet (SDS).
• Status: Mark the lot as either “Active” or “Not active”.

Note: Metadata fields with the “Show for Lots when Blank” setting enabled on the Editing Experiment Metadata page appear in this modal. For information on how to configure lot details, see the Editing Experiment Metadata section below.

Use as Recipe Lot: Simplifies lot creation by linking the new lot directly to an existing recipe. The recipe details will automatically populate the lot information. To use a recipe for lot creation, search through the listing and select the one recipe to be used as the lot.

6. Click “Add Lot” to save.

This will bring you to the Ingredient Lot page. From here, you can view and edit Experiment metadata. At the top of the page, the number of recipes using this lot are also displayed.

To view the lot’s labels and barcodes, navigate to the Enter Measurement page’s Action tab and select “Labels”.

Creating Lots from the Ingredient Details Page

An ingredient details page displays all information stored on an ingredient, including lots. To access this page, navigate to Inputs/Outputs > Inputs > Ingredients. Then, find the ingredient in the listing and select it.

To create a new ingredient lot from the ingredient details page:

• Under the “Lots” section, click “+ Add Lot” (Option 1) to create a new lot of that ingredient.
• To set a default lot for the ingredient, select from the “Default Lot” dropdown (Option 2).

For more information on lot workflows, refer to Setting Default Workflows for Lots.

Creating Lots from the Enter Recipe Page

Ingredient lots can also be created directly from a recipe. First, ensure that the Lot column is visible (Option 1). Then, click on the empty lot cell for the ingredient you want to create a new lot for (Option 2) and select “New Ingredient Lot”.

Configure lot details or select a recipe to use as lot. Then click “Add Lot”.

Editing Experiment Metadata on a Lot

From the Ingredient Lot page, users can add additional metadata fields and configure overall metadata field settings. To do so, navigate to the “Editing Experiment Metadata” page by clicking “+ Add Metadata Data” and selecting “Edit Metadata Fields” from the dropdown menu.

Adding Additional Metadata Fields to a Lot

1. To add additional fields to a lot, click “Add Metadata”.

2. Select from the additional fields from the dropdown or click “Edit Fields” for more options.

3. Select a new metadata field, and from it’s “Settings” dropdown menu, select “Show for Lots When Blank”.

4. Return to the Ingredient Lots page.

5. At the bottom of the page, users also have the ability to create new metadata fields by clicking “Add Field” and configuring the new field in the “Add New Field” modal.

Editing Experiment Metadata Field Settings

From the “Edit Experiment Metadata Fields” page, users can also edit the lot’s metadata fields.

1. Use the hamburger icons to rearrange metadata field order.
2. Click the lock icon to lock/unlock a field.
3. Rename a field by clicking its name.
4. Click the “Options” pencil icon to migrate from metadata to ID field.
5. Add notes to the metadata field.
6. Update its settings (see Metadata Fields section below for more information).
7. Remove the metadata field by clicking the red “X”.

Metadata Fields Settings

From the Edit Experiment Metadata Fields page, users can enable different settings for metadata fields under the “Settings” header. These include:

• Hide on Inputs: Hides the field on the Enter Recipe page.
• Hide on Outputs: Hides the field on the Enter Measurement page.
• Display on Dashboard List: Shows the field on items on the Dashboard List.
• Hide in Summary: Hides the field in the Compare view.
• Show in Recipe Modals: Shows the field when copying a recipe.
• Inherit from Parent Experiment: Includes the field in child experiments created based on the parent.
• Show for Experiments When Blank: Shows the field even when there is no value.
• Show for Lots When Blank: Makes the field always visible on the ingredient lots table. Enabling this setting for a metadata field also adds it to the “Add Lot” modal when creating a new ingredient lot.
• Make Field Read Only: Disables editing of the field.
• Required for Naming: Field value will be used for generating the recipe name.
• Don’t Copy With Experiment: Prevents carrying over the field when copying the experiment.
• Add on Creation: Automatically adds the field when new experiments are created.