Quick Start

Create Ingredients

Ingredients are the building blocks of your formulas. For any formula you create, you must first have the ingredient in your database. To do so

1. On the menu bar go to Create New > New Ingredient

   

2. The new ingredient screen will open on this view:

   

3. Click on New Ingredient XX to enter the ingredient name.

4. Enter the amount and unit for the ingredient from the ingredient's spec sheet. It will most likely be 100g

5. Click in the search bar to begin searching for and entering components

NOTE: The red dot next to the ingredient name indicates that the information entered has not been saved. After the ingredient is saved (by clicking the save icon above the File menu), the red dot will disappear until further edits are made. 

Add components

1. Start typing the name of the first component you wish to add. A list of matching search results will appear. If a component is not listed in the search results, type the entire name as you wish to have it displayed and click on the name to select it. This will add the component to the component list so it will be available for future searches.

   

   
   NOTE: The program is initially populated with the mandatory and voluntary nutrients that are allowed on the Supplement Facts label, some chemical impurities, plus other nutrients that are seen on Supplement Facts panels. Use these whenever possible as they are often associated with %DVs or other calculations. Ingredient Components can also be created from the Options menu.

2. Click on the component to add it to the Ingredient.

3. Enter Quantity, Unit, and whether it's Active/Inactive. When you search for and add a Chemical Impurity, the program will automatically add it under the correct header with the PPM (parts per million) unit of measure. When you search for and add a Calorie value the program will automatically enter it into the Overrides heading.

4. To navigate to the next field, click Tab or Enter after filling out each field

5. Click Tab or Enter to add the Component to the Ingredient

Build a Formula

1. On the menu, go to Create New > New Formula

   

    

2. Enter Formula name.

3. Click Enter or Tab and the program displays the ingredient entry field

Add Ingredients

1. Start typing the name of the ingredient (or Formula) you wish to add. A list of matches will appear.

2. Click on the Ingredient (or Formula) to add it. 

3. You will be prompted to enter an amount, measurement and whether the Ingredient is Active or Inactive. To navigate to the next field, click Tab or Enter after filling out each field.

4. Continue doing the same for each ingredient in your formula.

View Your Supplement Facts Label

1. Click the Label Preview tab.
   If this is the first time you are viewing this Label, you will see a list of available Templates. Clicking a Template will tell the program to draw your label “from scratch” without any modifications. Refer to this resource: Choosing Which Label to Use. If you have already viewed and modified a Label, it will be listed under Labels, and you can select one of those.

2. Choose either a Template or an existing Label. This action will open the Label View, the Label View Editor and the Label Editor tab.

3. Click the field on the Label to open its editor. Make modifications there.

   

Printing, Saving and Exporting

Export

This action will Export the Formula and any modifications you made, plus all the label settings, statements, and report formatting, as an ESHA (.exlx) file that can be imported into another instance of Genesis R&D Supplements.

1. Click Export.

2. Navigate to where you want to save the file

3. Click Save. You can now send this to another user who will be able to open it like any other Formula.

Save As

This action will Save a copy of the Formula with a new name

1. Click Save As. The program will suggest a name for the Formula copy.

2. Rename, if necessary.

3. Click OK. The copy will be saved to the database and will be the open onscreen. The original version will also remain open.

Print (Label Editor only)

1. Click Print (or right-click on the Label and select Print). This opens a standard print dialog.

2. Choose your printer.

3. Click Print.

Export as Vector PDF (Label Editor only)

1. Click Export as Vector PDF (or right-click on the Label and select Export as Vector PDF)

2. Navigate to where you want to save the file

3. Click Save. You will be able to open this in any vector-editing software (Illustrator, etc.)

Copy to Clipboard (right-click menu only)

1. Right-click and select Copy to Clipboard. This copies the label to your computer’s clipboard

2. Open a document in a different program.

3. Click Paste.

Export to Image (right-click menu only)

1. Right-click and select Export to Image

2. Navigate to where you want to save the file

3. Select the preferred File type from the available options

4. Click Save.

Statements

Allergen Statement

Allergens must be declared on your package.

Any allergens added to the Ingredients used in this Formula or the Formula itself will appear here. Or you can add them manually.

The Default Allergen Statement is that generated by the program. You can also edit the Allergen Statement manually.

Ingredient Statement

Ingredients can be displayed in the Ingredient Statement with your Label.

Choose which Ingredients to display by selecting the plus sign.

You can also edit the Ingredient Statement manually.

The Formula Report

This report shows the summary of the data entered for the open Formula and is accessed by the Formula Tab.

Format

Using …

When you open this report, you can choose the format of this report based on:

• The default ESHA template

• Your saved Global template

• Your saved template for this particular Formula

• How the report looked the last time you had the Formula open

Note: The saved templates are only available if you have previously used the Save Report State option. If this is the first time you have opened a report, the layout and format will use the default ESHA template.

Save Report State

If you make any font, header, precision, or other section modifications, you can save that layout and formatting as a template, either Global (which can be used for all subsequent Formula’s reports) or for this Formula only.

Sections

For each section, you can:

• Rename the section header

• Change the number of columns

• Cheange the header and property font sizes

• Add or remove properties

Print and Export the Report

Print (Report only)

1. Click Print. This opens a standard print dialog.

2. Choose your printer.

3. Click Print.

Export as Vector PDF (Report only)

1. Click Export as Vector PDF

2. Navigate to where you want to save the file

3. Click Save. You will be able to open this in any vector-editing software (Illustrator, etc.)