For Co-Packers
Win More Brand Customers.
Run More Efficiently.
Potion5 replaces the spreadsheet stack you run your co-packing business on — production, compliance, scheduling, and financials in one system. Plus a brand portal that gives your customers something no other co-packer can offer: real-time visibility.
One Platform. Four Systems Replaced.
You're running production on a stack of disconnected tools. Potion5 consolidates them — and adds capabilities none of them have.
Production Management
Replace whiteboards and spreadsheets with live batch tracking, recipe scaling, crew assignment, and per-unit COGS — computed from real consumption as the batch runs.
Quality & Compliance
Replace paper logs and consultant SOPs with auto-generated HACCP-compliant procedures, digital QC records, TTB daily records, and FSMA 204 traceability.
Scheduling
Replace shared calendars with a drag-and-drop production calendar that knows equipment availability, CIP status, allergen changeover needs, and crew assignments.
Orders & Financials
Replace QuickBooks and Excel with quote-to-invoice workflows, three-tier BOMs, real-time margin tracking, and purchase order management — all connected to production.
Complete SOPs in Minutes — Not Months
Consultants charge $5K–$50K per SOP and take weeks to deliver. Upload a formulation and Potion5 generates a complete 19-section HACCP-compliant SOP tailored to the equipment on your floor — in minutes.
Thirteen sections come from deterministic templates grounded in your facility data. Six use AI grounded by 1,000+ ingredients and 120+ regulations. Critical control points are identified using the Codex Alimentarius decision tree — never AI — so when an auditor asks how you got there, you have a real answer.
- 19 sections, fully HACCP-compliant
- Equipment-specific procedures for your actual floor
- Codex Alimentarius CCP identification — deterministic and auditable
- Automatic FDA and TTB regulatory routing
- Version history with change tracking and staleness detection
- Export to DOCX and PDF anytime
From Quote to Invoice — Without the Spreadsheet Stack
Build a quote against a customer-specific BOM with real-time cost suggestions. Accept it and convert to a production order in one click — with a margin indicator that tells you what you’ll actually make before you send it.
Per-unit COGS is computed live from real lot consumption, labor from run timings, and overhead from your line config. Three-tier BOMs handle Master → Customer → Work Order with tolling support.
- Quote → Order → Run → Ship → Invoice in one system
- Three-tier Bills of Materials with tolling support
- Real per-unit COGS from actual consumption + labor + overhead
- Margin indicator on every quote before you send it
- Reorder alerts that turn into Purchase Orders in two clicks
- Order pipeline visualization: 7 stages from receipt to invoice
TTB Daily Records — Done Automatically
No other platform generates TTB production records automatically. Not your ERP. Not Sovos. Not your accountant’s spreadsheet. Potion5 aggregates your day’s activity into draft daily records mapped to official forms 5110.40, 5120.17, and 5130.9 — with proof gallon math, temperature corrections, and CBMA tiered tax all calculated automatically.
Distillers get DSP account transfer workflows for moving spirits between production, storage, and processing accounts per 27 CFR 19, with automatic re-gauging. Filing becomes a review step, not a research project.
- Auto-generated daily records for spirits, wine, and beer
- Mapped directly to official TTB forms
- Proof gallon calculations with temperature correction and obscuration
- DSP account transfers with automatic re-gauging
- CBMA tiered tax estimation calculated continuously
- Loss monitoring with threshold alerts before TTB investigates
Lot-Level Traceability — Recall-Ready in Seconds
FSMA 204 requires facilities to trace products through the supply chain within 24 hours of an FDA request. Auditors expect four. Potion5 does it in seconds — because traceability is a byproduct of your daily operations, not a separate system.
Every lot is tracked from receiving through storage, production allocation, consumption, and shipping. Forward and backward traceability is built in. Run a mock recall drill anytime to verify readiness.
- Complete lot lifecycle: receive, store, allocate, consume, ship
- Forward and backward traceability across the full chain
- Barcode scanning on any phone — works offline
- Automated FEFO picking to minimize waste
- Mock recall drill completes in seconds
- FSMA 204 KDEs captured automatically at every CTE
Digital QC — From Test to Release to COA
Define QC test specs per product, log results against the actual production batch, and auto-hold any batch that fails. Operators cannot ship a held batch. QA leads review, override with justification, or escalate — every action signed and timestamped.
Outbound Certificates of Analysis are auto-generated from the QC data you already captured during the run. No more manually building COAs in Word.
- QC test specs per product with acceptable ranges
- Auto-hold on out-of-spec results
- QA release gate with electronic signatures
- Outbound COA generation from actual test data
- Spec versioning with full historical audit trail
- Quality trend analysis across products and lines
A Brand Portal Your Competitors Can’t Offer
The Brand Portal isn’t just a feature — it’s a selling point. Offer your brand customers something no other co-packer can: real-time visibility into their production, quality, and shipments without a single phone call.
Brands see only their own runs, formulations, and data. You see all of them in one place — with per-brand BOMs, pricing, packaging specs, and quality requirements. Reduce inbound inquiries, attract modern brand partners, and position yourself as a tech-forward manufacturer.
- Real-time production and shipment visibility for brand partners
- Per-brand BOMs, pricing, and quality specifications
- Formulation sharing with granular access control
- Quote and order workflows replace email threads
- Reduce ‘where’s my order?’ calls by 90%
- No other co-packing platform offers this
Complete SOPs in Minutes — Not Months
Consultants charge $5K–$50K per SOP and take weeks to deliver. Upload a formulation and Potion5 generates a complete 19-section HACCP-compliant SOP tailored to the equipment on your floor — in minutes.
Thirteen sections come from deterministic templates grounded in your facility data. Six use AI grounded by 1,000+ ingredients and 120+ regulations. Critical control points are identified using the Codex Alimentarius decision tree — never AI — so when an auditor asks how you got there, you have a real answer.
- 19 sections, fully HACCP-compliant
- Equipment-specific procedures for your actual floor
- Codex Alimentarius CCP identification — deterministic and auditable
- Automatic FDA and TTB regulatory routing
- Version history with change tracking and staleness detection
- Export to DOCX and PDF anytime
From Quote to Invoice — Without the Spreadsheet Stack
Build a quote against a customer-specific BOM with real-time cost suggestions. Accept it and convert to a production order in one click — with a margin indicator that tells you what you’ll actually make before you send it.
Per-unit COGS is computed live from real lot consumption, labor from run timings, and overhead from your line config. Three-tier BOMs handle Master → Customer → Work Order with tolling support.
- Quote → Order → Run → Ship → Invoice in one system
- Three-tier Bills of Materials with tolling support
- Real per-unit COGS from actual consumption + labor + overhead
- Margin indicator on every quote before you send it
- Reorder alerts that turn into Purchase Orders in two clicks
- Order pipeline visualization: 7 stages from receipt to invoice
TTB Daily Records — Done Automatically
No other platform generates TTB production records automatically. Not your ERP. Not Sovos. Not your accountant’s spreadsheet. Potion5 aggregates your day’s activity into draft daily records mapped to official forms 5110.40, 5120.17, and 5130.9 — with proof gallon math, temperature corrections, and CBMA tiered tax all calculated automatically.
Distillers get DSP account transfer workflows for moving spirits between production, storage, and processing accounts per 27 CFR 19, with automatic re-gauging. Filing becomes a review step, not a research project.
- Auto-generated daily records for spirits, wine, and beer
- Mapped directly to official TTB forms
- Proof gallon calculations with temperature correction and obscuration
- DSP account transfers with automatic re-gauging
- CBMA tiered tax estimation calculated continuously
- Loss monitoring with threshold alerts before TTB investigates
Lot-Level Traceability — Recall-Ready in Seconds
FSMA 204 requires facilities to trace products through the supply chain within 24 hours of an FDA request. Auditors expect four. Potion5 does it in seconds — because traceability is a byproduct of your daily operations, not a separate system.
Every lot is tracked from receiving through storage, production allocation, consumption, and shipping. Forward and backward traceability is built in. Run a mock recall drill anytime to verify readiness.
- Complete lot lifecycle: receive, store, allocate, consume, ship
- Forward and backward traceability across the full chain
- Barcode scanning on any phone — works offline
- Automated FEFO picking to minimize waste
- Mock recall drill completes in seconds
- FSMA 204 KDEs captured automatically at every CTE
Digital QC — From Test to Release to COA
Define QC test specs per product, log results against the actual production batch, and auto-hold any batch that fails. Operators cannot ship a held batch. QA leads review, override with justification, or escalate — every action signed and timestamped.
Outbound Certificates of Analysis are auto-generated from the QC data you already captured during the run. No more manually building COAs in Word.
- QC test specs per product with acceptable ranges
- Auto-hold on out-of-spec results
- QA release gate with electronic signatures
- Outbound COA generation from actual test data
- Spec versioning with full historical audit trail
- Quality trend analysis across products and lines
A Brand Portal Your Competitors Can’t Offer
The Brand Portal isn’t just a feature — it’s a selling point. Offer your brand customers something no other co-packer can: real-time visibility into their production, quality, and shipments without a single phone call.
Brands see only their own runs, formulations, and data. You see all of them in one place — with per-brand BOMs, pricing, packaging specs, and quality requirements. Reduce inbound inquiries, attract modern brand partners, and position yourself as a tech-forward manufacturer.
- Real-time production and shipment visibility for brand partners
- Per-brand BOMs, pricing, and quality specifications
- Formulation sharing with granular access control
- Quote and order workflows replace email threads
- Reduce ‘where’s my order?’ calls by 90%
- No other co-packing platform offers this
1,000+ ingredients in our knowledge base · 120+ regulations mapped
Replace Your Spreadsheet Stack This Week
Set up your facility, add your equipment, and generate your first SOP today. Free to get started.