The Routing Setup page allows you to define and manage the full production workflow for every item inside a project phase.
This ensures that each item follows the correct sequence of manufacturing operations, machines, and processing stages.

Routing is essential for:

Accurate production planning

Tracking progress across manufacturing stages

Ensuring consistent workflow for all items

Connecting phases to actual factory processes

📍 Where to Find Routing Setup

Navigate to:

Projects → Select Project → Routing Setup

At the top of the page, confirm:

Project is selected

One or multiple phases are selected

Routing Setup supports multi-phase routing, meaning you can work with one or multiple phases at the same time.

What You See on the Routing Setup Page

The routing table includes:

Column	Description
Phase	The phase the item belongs to
Mark	The item’s unique mark (Assembly or Part)
Type	Assembly / Part
Operation	The main operational group (e.g., Manufacture, Welding)
Route	The list of production steps assigned to the item
Actions	Edit or expand additional routing details

Each item may contain multiple production steps, such as:

Cutting

Bending

Rolling

Welding

Galvanizing

Painting

Quality Inspection

Shipping Preparation

These appear as colored tags in the Route column.

Routing Controls

At the top of the page, you will find several action buttons:

Define Items

Use this when routing is not assigned yet for a group of items.
This initializes default routing based on the item category and type.

Edit Items

Modify routing of selected items.

You can:

Add new steps

Reorder steps

Remove steps

Assign machines to steps (e.g., Pipe Bending Machine, Rolling Machine, Galvanizing Bath, Drying Area)

Edit Category

Apply routing rules based on item category.
Useful when many items share identical production steps.

Sync Items

Updates routing automatically if:

New items were added in a revision

Item categories were changed

Routing rules were updated

This keeps Routing Setup fully aligned with Phases Explorer.

Export Options

Excel Export – download routing data

PDF Export – generate routing sheet for workshop or supervisors

How Routing Works

Routing defines the production path each item must follow in the factory.

For example, an item may have this routing:

Bending → Pipe Bending Machine

Rolling → Plate Rolling Machine

Galvanizing → Galvanizing Bath

Painting → Drying Area

This ensures:

Proper sequence

Correct machine assignment

Traceability at each stage

Accurate production tracking

Routing applies to:

Assembly items

Sub-items / Parts

Editing Routing for an Item

Click the Edit Items button or open an item using the expand arrow.

You can then:

Add a new step

Select the operation

Assign a machine

Reorder using drag-and-drop

Remove individual steps

Every update instantly affects Production and Tracking modules.

🔄 Auto Routing (Sync Items)

If you add new revision items, you do not need to define routing manually.

Just click:

Sync Items

The system will automatically:

Detect new items

Apply routing based on rules

Update existing routing if needed

Example Routing Flow

For mark BA1000, routing may look like:

Step	Operation	Machine
1	Bending	Pipe Bending Machine
2	Rolling	Plate Rolling Machine
3	Galvanizing	Galvanizing Bath
4	Painting	Drying Area

Each step is displayed as a tag in the Route column.

🌟 Best Practices

Always complete Phase Revisions before setting routing

Use Edit Category for bulk routing changes

Sync routing after every new revision to avoid missing items

Keep machine assignments updated to reflect real workshop availability

Export routing sheets for production planning meetings

Phases Explorer – Create and manage phase revisions

Production – Track item progress stage-by-stage

Tracking – View routing progress in real time

Quality Control – Inspect items at routing checkpoints

Shipping Status – Follow items after production is completed

Routing Setup

#

What You See on the Routing Setup Page#

Routing Controls#

** Define Items**#

** Edit Items**#

** Edit Category**#

** Sync Items**#

** Export Options**#

How Routing Works#

Editing Routing for an Item#

🔄 Auto Routing (Sync Items)#

Example Routing Flow#

🌟 Best Practices#

🔗 Related Pages#