Formulary Brand Groups

Audience: Catalog managers and pharmacists who decide which brand to buy when several products share the same formulation.

Purpose: Front door to Formulary Brand Groups — see the library, open a group, and start a new one.

Demo data: Every screen in this topic uses Demo Pharmacy. The names, SKUs, and statuses below are sample data.

A formulary brand group collects products that are the same clinical item and ranks them Primary, Secondary, and Tertiary. Procurement then prefers the primary brand, and falls back only when that brand is unavailable.

The sample library has four groups:

Group	Category	SKUs	Split	Status
Paracetamol / 500 mg / tablet	Medicine	3	P:1 S:1 T:1	Approved
Amoxicillin / 500 mg / capsule	Medicine	2	P:1 S:1	Pending Approval
Normal Saline	IV Fluid	0	—	Draft
Ascorbic Acid / 1000 mg / tablet	Medicine	1	P:1	Rejected

Demo Pharmacy. The cards count every status. Paracetamol is approved, Amoxicillin is waiting, Normal Saline is still a draft, and Ascorbic Acid was rejected.

Open Paracetamol / 500 mg / tablet to see the ranking. Demo Pharma is primary, Demo Medisource is secondary, and Demo Wellness is tertiary.

Approved group. Salt is Paracetamol 500 mg, dosage form is tablet. Created by Demo Pharmacist on 12/09/2026 and reviewed by Demo Approver on 14/09/2026.

Pick the kind of help you need

The Academy organises every guide as learn, do, look up, understand.

New here? Start with the tutorial Create your first formulary brand group On Demo Pharmacy, pick Medicine, take Ibuprofen from the catalog, rank three brands, and see what approval looks like.

How-to guides Get a specific task done 4

Approve or reject a group Assign preference levels Create a formulary brand group Edit or delete a group

Reference Look up exact facts 2

Permissions Statuses, categories, and columns

Tutorial Learn the whole flow by doing 1

Create your first formulary brand group

Explanation Understand the why 1

Why formulary brand groups

How to get there

In the left sidebar, open Catalog → Clinical → Formulary Brand Groups.

That opens /formulary-brand-groups. Create FBG starts the five-step wizard. A row opens the group. The ⋯ menu on a row is View Details, and, when your role allows it, Edit, Delete, Approve, or Reject.

Opening the list needs formulary.view. Creating, editing, deleting, and approving are separate permissions — see Permissions.