Recipes & true costs
Cost is a living number. Lottly keeps it honest from the first ingredient to the finished margin.
Batch formulas & per-unit recipes
Build each product’s formula at batch scale, or per unit when batch sizes change day to day — log 20, 30, 80 and Lottly multiplies everything. One click converts an existing recipe to per-unit.
True cost per unit
Ingredients, packaging, and labor in one number, from live supplier prices. Change what you pay for flour and every margin moves with it.
Labor in the cost, not beside it
Set estimated labor per unit on the recipe; record actual hours on any batch and the batch’s cost snapshot swaps the estimate for the truth.
Three-tier pricing
Direct price / SRP, your distributor price, and the retailer’s cost via distributor — so your margin, your distributor’s margin, and the retailer’s margin on the sell sheet are all real numbers.
Recipe import
Bring formulations in from a spreadsheet, a PDF, or a photo of a recipe card. Lottly reads it and builds the recipe for you to confirm.
Product claims & item codes
Organic, gluten-free, vegan, kosher and more ride the recipe onto labels, trace pages and sell sheets. Item codes (SKUs) generate cleanly — variations never collide.
Ingredient statements, FDA-ordered
Ingredients list themselves by weight, with label names and sub-ingredients ("dried cranberries (cranberries, sunflower oil, apple juice concentrate)") handled properly.
Duplicate & iterate
Copy a recipe to cost a variation before you commit to it.
Equipment capacity
Give a recipe a max units per batch, and bigger runs split into honest, separately-lotted machine loads. (Maker includes 3 recipes; Growth and up, unlimited.)
Inventory & buying
Materials, suppliers and purchase orders that keep themselves current — mostly from paperwork you already receive.
Every material, every kind
Ingredients, packaging (with sustainability claims buyers see), and resale products you buy finished and sell as-is — all lot-tracked.
Scan intakeGrowth
Photograph a delivery bill, an invoice, or the lot code printed on a bag — handwriting included. Lottly reads it, you review, stock and costs and supplier lots enter themselves. The original image stays in your vault. (Trial includes 20 scans.)
Supplier aliases & merge
Your "GF Organic Oats" arrives on invoices as "Oats - Rolled - GF - Organic." Teach a material its other names and scans match instead of duplicating; accidental duplicates merge cleanly, history intact.
Ranked supplier price lists
Primary, secondary, tertiary suppliers per material, each with their price and pack size. Reordering drafts to your primary at their price, rounded to whole packs.
Prices that update themselves
Every logged delivery updates what that supplier charges you. Margins follow reality, not last quarter’s spreadsheet.
Reorder points & low-stock flags
Set the floor; Lottly flags the approach and shows how many packs to buy.
Purchase orders, drafted and editableGrowth
"Reorder all low stock" drafts POs grouped by supplier; or draft one by hand. Every draft stays editable until it’s sent. Supplier emails are written for you, PO PDF attached; "Order online" opens the supplier’s portal and files the record.
Received orders become billsGrowth
Mark a PO received and stock updates at real costs — and the bill posts to QuickBooks or Xero automatically.
Opening inventory, honestly
Joining with a freezer full of finished product and shelves of counted materials? Count them in without fake transactions — no phantom ingredient draw, honest best-before dates.
Production & traceability
One click when you make something. Everything else — the lot number, the deductions, the record an auditor wants — happens on its own.
Trace: lot GF-2607-0152 min 47 s
Went in6 supplier lots · RVF-4502, MF-2288 …
Went outGreen Grocer · Umami Box · 2 more
Status✓ recall-ready
Batch logging
Pick the recipe, confirm units, done: lot number assigned, ingredients deducted oldest-lot-first, cost snapshotted, best-before set from shelf life.
Lot numbers with your name on them
Your prefix, year/month, sequence — human-readable and unique.
The ingredient-lot snapshot
Every batch records exactly which supplier lots went in — supplier name, bag lot code, origin. Rename materials or switch suppliers later; the record stays true to that day.
Storage states & honest dates
Frozen, refrigerated, shelf-stable — each with its own shelf life. Move a batch out of the freezer and the best-before rebases to the thaw.
Production cardsGrowth
The day’s make list as paper for the bench: scaled formulation, weigh-off checkboxes, prepared-by/checked-by signatures. Plans persist — reprint, edit, or delete them.
Yield adjustments & voids
Planned 100, got 98? Adjust with a reason that prints on the record. Test batch by mistake? Void it — ingredients return to their lots, with guardrails (owner-only, typed confirmation, shipped lots refuse).
Co-packer receiving
If a co-packer makes your product, receive finished goods with full lot records and no raw-material draw. Lottly asks how you produce at signup and adapts.
Recall lookup in one search
Type a lot code: what went in, when it was made, and every customer who received it. Run a timestamped mock drill quarterly — it takes seconds and becomes proof on your buyer profile.
Label QRs with privacy you control
Each lot’s label QR opens a live trace page. You choose what it reveals: basics only, ingredient names, or full provenance. Allergens and recall status always show.
Signed batch recordsGrowth
The one-page production record auditors ask for, per batch, PDF.
FSMA 204 exportRetail-ready
The traceability spreadsheet the FDA expects within 24 hours, in one click. And your records are EDI-ready — structured so retailer and distributor EDI onboarding starts from clean data, not a scramble.
Selling & orders
Demand drives production; shipping writes the paperwork. You never type the same sale twice.
SO-108 · 36 × Habanero Hot Sauce→ make 24 (1 batch)
Shopify #1042 · arrived overnight→ in the forecast
INV-0021 · Green Grocer MarketLot SS-2607-014 · synced ✓
Sales orders → the production forecastGrowth
Log a customer order (or let Shopify deliver it) and the forecast does the production meeting’s math: ordered minus on hand, batches to make, materials check. Shortfalls land in draft POs.
Shopify, both directionsGrowth
Online orders arrive as sales orders and drive the forecast; cancellations pull themselves back out. And Lottly pushes real finished-goods counts into the store, so it can’t oversell what isn’t made. POS register sales and resale products import correctly too.
Invoices with the lot on every lineGrowth
Creating an invoice picks the lot (oldest best-before first), writes the shipment record, and syncs to QuickBooks or Xero with the lot code in the line — accounting and traceability in one motion. Tier price chips, discounts, due dates, extra lines (shipping), paid/overdue tracking.
Sales order → invoice, no retypingGrowth
"Invoice →" on any order drafts the invoice: customer, products, quantities carried over; you confirm the lot and price. Multi-line orders walk through line by line.
Fulfillment without an invoice
Shopify orders were paid at checkout; farmers-market supply runs and samples aren’t receivables at all. Mark them fulfilled and stock ships FEFO with full lot trace — no invoice, nothing double-counted in your books.
Your customer list, importedGrowth
Pull customers from QuickBooks or Xero in one click, so every picker uses the exact names your books use and the sync never creates duplicates.
Cash in flight
The dashboard shows what’s invoiced and unpaid, what’s overdue, what was made and invoiced this week versus last, and your stock value — the pulse, at a glance.
Case & pallet planner
Give it one jar and it hands you the whole truck — recommended case sizes from your unit dimensions, pallet layouts on a standard 48 × 40, drawn so your co-packer and your box supplier are looking at the same picture.
Café & menu
If you also feed people directly — a café, a counter, private clients — the same engine costs your menu.
Menu items as first-class recipes
Built like any recipe, costed from the same live ingredient prices.
Menu margins
Plate cost (ingredients + labor) against menu price, every item, thinnest margins first — with the food-cost rule of thumb right there. Deliveries reprice ingredients; margins stay current on their own.
POS sales, sorted correctly
Map each Shopify POS product once: packaged products drive the forecast, menu items import as sales records, resale items deduct their stock. Register orders never clutter your open orders.
Team & payroll
The people side of production, next to the product side.
Shift schedulingGrowth
A week or month calendar; click a day to schedule, click a shift to edit it. Your team doesn’t need Lottly accounts.
State-aware break math
Enter start and finish; paid hours compute using your state’s meal- and rest-break rules — Oregon, California, Washington and every state that mandates them; states that don’t, count hours exactly as entered. A helper, not legal advice — and always overridable.
Payroll journalGrowth
Pick the pay period: hours and gross pay per person, ready for payroll, exported as CSV.
Actual labor into batch costs
Record real hours on a batch and its cost snapshot uses them — margins tell the truth about what a loaf actually costs.
Formulation protection
Lock recipe formulations to owners and admins, enforced in the database — staff keep logging batches without reading the formula.
Seats that scale
1 user on Maker, 2 users and 2 locations on Growth, unlimited on Retail-ready.
Compliance & buyer proof
The records you already keep, arranged into the shapes certifiers and buyers ask for.
Vendor profile openedWhole Foods · today 9:41 AM
CertificationsUSDA Organic ✓ · GFCO ✓ · current
Last recall drilltimestamped · 2 min 47 s
Certifications hubRetail-ready
Organic, gluten-free, Non-GMO, Kosher, B Corp and more — plus custom certifications for your county health department or a buyer’s private standard. Live requirements fill themselves from your operating records; you add only the documents that are truly yours.
Reviewer linksRetail-ready
Give a certifier scoped, expiring, read-only access to one application. Every view is logged.
Buyer portalRetail-ready
One link gives a buyer your live vendor profile: catalog with photos, shelf lives and margins, certifications, compliance documents, latest recall drill. No account on their side; you see when they look.
Sell sheetsRetail-ready
A one-page PDF with your logo, product photos, claims, case pricing, retailer margin and the Lottly Verified badge — or a self-contained web page to email.
Lottly VerifiedRetail-ready
Not a claim — live evidence. Current certification status, timestamped drills, complete lot traceability. When the records slip, the badge does too.
FDA nutrition panelsGrowth
Nutrition Facts and ingredient statements generated from the recipe, evaporation handled correctly, exported as PNG/JPEG/SVG for your label printer. Change the recipe; the panel updates.
Monthly operations reportGrowth
Production, sales, purchasing, stock and compliance on one page, any month, PDF.
Your privacy, structural
Buyers never see costs, customer lists, or your other buyers. Your internal retail-ready score is yours alone — buyers see the substance, never the number.