Create your first formulary brand group

You’ll end up with: a new medicine group, Ibuprofen / 400 mg / tablet, ready to submit, and a clear look at a group that is already waiting for approval. Time: about 10 minutes. Where: Catalog → Clinical → Formulary Brand Groups.

You need formulary.view to open the list and formulary.create to use Create FBG.

1. Open the library

Demo Pharmacy already has four groups. Paracetamol is approved and in use. Amoxicillin is waiting for an approver. You are about to add ibuprofen, which is not on the list yet.

Start on the list. Create FBG is at the top right.

2. Choose Medicine

Create FBG opens New Formulary Brand Group. Step 1 asks which kind of product this group covers. Select Medicine. The card describes the identity you will set next: salt composition, strength, and dosage form.

Select Category step with Medicine chosen — Medicine is selected, so Next is available. The other cards are Vaccine, Surgical, Disposable, IV Fluid, and Nutritional Product.

Click Next. The header still says Untitled until the formulation has a name. Save Draft appears from this step onward.

3. Take the formulation from the catalog

On Define Formulation, the right-hand card says Auto-fill from Catalog and 6 groups detected in your products. Click Browse all 6 groups.

The dialog is Suggested Formulary Groups. Ibuprofen is New. Paracetamol, Amoxicillin, Normal Saline, and Ascorbic Acid are Already Created, because those identities are already in the library.

Suggested Formulary Groups dialog with Ibuprofen marked New and four groups already created — 6 groups detected, 4 already created. Use on Ibuprofen fills the form.

Click Use on Ibuprofen / 400 mg / Tablet. The dialog closes and the form fills in:

Salt chip: Ibuprofen 400 mg
Dosage form: Tablet
Generated name: Ibuprofen / 400 mg / tablet
The wizard subtitle changes from Untitled to that name

Define Formulation filled with Ibuprofen 400 mg tablet — The generated name is the identity of the group. You can still edit the salt or the dosage form before continuing.

You can also type a salt yourself: Search ingredients…, set Strength and Unit, press +, then choose Dosage Form. Browse is the faster path when the catalog already knows the group.

Click Next.

4. Keep the matching products

Review Matched SKUs lists every catalog product with that identity. All three are selected: Demo Ibucare (Demo Medisource, Rs 95), Demo Ibuprofen (Demo Pharma, Rs 180), and Demo Ibuflex (Demo Wellness, Rs 120).

Three ibuprofen tablets selected across Demo Medisource, Demo Pharma, and Demo Wellness — 3 of 3 selected · 3 brands. Clear a checkbox to leave a product out of the group.

Click Next.

5. Rank the brands

Assign Preference Levels is where the buying order is set. The screen states the rule: the reorder engine prioritizes Primary, then Secondary, then Tertiary.

On Demo Pharmacy, set:

Brand	Product	Preference
Demo Pharma	Demo Ibuprofen 400mg	Primary
Demo Medisource	Demo Ibucare 400mg	Secondary
Demo Wellness	Demo Ibuflex 400mg	Tertiary

Use Set all on the brand card, or the Preference dropdown on the row. The pills should read Primary: 1, Secondary: 1, Tertiary: 1.

Ibuprofen brands ranked primary, secondary, and tertiary — Each brand card shows 1/1 assigned. Unassigned products would show in a grey pill.

Click Next.

6. Read the summary

Review & Submit repeats the identity and the three assignments. The blue card, Approval Required, says what Submit for Approval does: the group goes through the Approval Center, and if no workflow is configured it is approved automatically.

Save Draft keeps the group without asking for approval. Submit for Approval sends it.

Review and submit for Ibuprofen with three preference assignments and the approval notice — Display name Ibuprofen / 400 mg / tablet. Primary is Demo Pharma, secondary Demo Medisource, tertiary Demo Wellness.

You have now prepared a complete group. Leave it here for this walkthrough — Amoxicillin is already waiting, and that is what the list looks like after a submit.

7. See a group that is waiting

Go back to the list and open Amoxicillin / 500 mg / capsule. The badge is Pending Approval. The header offers Reject and Approve. Edit and Delete are absent while it is waiting.

Pending amoxicillin group with Reject and Approve — Demo Pharma is primary (FBG-1042). Demo Medisource is secondary (FBG-1043). Created by Demo Pharmacist on 01/10/2026.

Approving this group is the last step of the same job. The confirm dialog says the group becomes active in the reorder engine. That flow is in Approve or reject a group.