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Building Effective Routings
Building Effective Routings

Tips, tricks, and the theories behind building accurate routings for your items.

Tim Felbinger avatar
Written by Tim Felbinger
Updated over a year ago

🎓 What can I do here?

  • Learn how to approach designing routings for make items, and how to fit them into different use cases.

  • Learn how to effectively set up routings for the shop floor, including with documentation and work groups.

  • View some real-world examples of routings for different use cases. (coming soon)

Introduction

Building routings for make items is one of the three critical flows in StartProto. In this article, learn how the routing system is designed, how to best build routings that match your use case, and how to approach extending routings with documentation.

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Trying to understand how to understand the demand generation (i.e. where is this order for this part? Check out this article: Demand Analysis in StartProto)


Or are you interested in learning how to practically build a routing? Docs here: How To: Define a Make Item Routing

Before getting into the weeds here, we recommend you take a look at the high-level overview in StartProto at a Glance- that article lays out groundwork that we expand on here.

How Routings Work

First, a bit of a review. You can define make items and buy items in StartProto. Put simply, a routing as a “map” that let us define what operations (or steps) we have to go through to to get from buy items to make items. For example:

This routing is pretty simple. We have a single buy item (Buy Item) that feeds into Step 1, then Step 2, and Step 3, which then outputs a make item (Make Item).

From this example, it’s pretty simple to see our routing’s Input Parts and Output Parts. Input parts are simply parts that have arrows that feed “into” the routing. Output parts are, you guessed it, the opposite. See the below diagram for clarification:

In the above example, we may have simplified things a bit! Unfortunately, operations aren’t considered parts- so in the background, what is happening is the system automatically add WIP parts between each operation. In reality, this is more what our routing looks like:

Now, we have a proper map! In StartProto, these maps are the core of the work generation system.

Expanding a Bit- Adding Quantities

So, above we’ve defined what stuff goes into our routing. The next step to complete this routing is to define how many of each part need to fit into each step. Through the routing editor on the make item page, you can set the number of input and output parts that are made by an operation. So, our routing now expands to look like this:

❗It's important to note that these quantities we are setting are for the TEMPLATE part. For example, regardless of if we have an order for 50 of Make Item, if it takes one Buy Item to manufacture one Make Item, then we would keep all of our quantities at one (like in the above example)

Some Cool Applications of Multi-Quantity Ops

As you’ll see, you have the ability to set input and output quantities at every step. This opens up some useful possibilities:

Input Part Quantities greater than 1

Pretty self explanatory- you need 4x Black-Oxide Alloy Steel Socket Head Screw in your assembly? Easy.

(for a full example, scroll down to the Assembly case study below)

Fractional Input Quantities

Depending on the Unit specified on your input part, you can consume fractional units. Let’s say you’re sawing up buy item 1/16" x 2" 6061 Aluminum Bar into pieces that are 2.600”. If you are using inches as this item’s tracking unit, you can say that your SAW TO 2.600 operation takes 2.635 in (accounting for saw kerf, of course đŸ€ ) of the Bar per each operation (and therefore per WIP Part out, too)

(for a full example, look at the Saw and Singulation case study below)

⚠ ADVANCED CASE: Output Part Quantities greater than 1 (Multi-Out)

❗ For most cases, we recommend using non-ea tracked inventory and fractional inputs. However, there are some use cases in which multi-out is needed- so we built it!

Let’s say you have a fixture that requires multiple parts to be clamped together and ran through a few operations at the same time (maybe it is easier to track and process them together. We can create a multi-out operation that makes multiple parts to fit this use case.

An important thing to note in this example is that we still will generate demand (add parts to orders) in the item quantity. Additionally, we run operations in WHOLE quantities. In this example, if we had an order for 5x Make Item, the system would schedule 1x Separate Fixture & Package, 10x Add Parts To Fixture & Process, and require you to purchase 10x Buy Item.

Getting Fancy with Inputs

Above, we’ve just been playing with very linear routings- one type of part in, one type of part out of every single operation. However, we have a lot of flexibility with setting inputs on our operations! There are two main things we can do:

Add Multiple Items as Inputs

This is simple- for our assembly, we don’t just need 4x Black-Oxide Alloy Steel Socket Head Screw, but also 4x Steel Nylon-Insert Locknuts.

Adding Items Later in the Routing

Lets say we have parts that come in at later steps in a process. For example, we make the part, and then we want to pull in a box for kitting before we ship these out. We can build a routing that looks like this to fit this use case:

💡 The work generation system is designed to show “upstream” (earlier) work even if we don’t have all the parts in inventory, ready for a “downstream” (later) step.

In the above example, let’s say we have demand for the Kitted Item. Additionally, while we have enough Raw Material to satisfy the demand, we don’t have any Boxes. In this case, the Make operation would still show up on the Priority List. Once someone completed enough Make operations, the Kit operation will not appear until we have Boxes in stock. (And the parts would be stuck as a WIP item until then)

In Summary: Rules around Routings

We do have some limitations around what the system can do, unfortunately. Below we’ve laid out both the full rules for routing as well as some ones that are important to highlight:

Common Misconceptions

  1. Operations must have input parts.

  2. You can only consume and create parts tracked with ea in WHOLE NUMBERS. Often, this means you must go into the buy item options and change the inventory unit to be something besides ea.

Operation Rules

  1. Operations MUST have one or more Input Parts. Input parts can be either Buy Items, other Make Items, or the WIP Item from the prior operation.

    1. The first operation MUST have a buy or make item specified as an input part.

    2. The follow-on operations will ALWAYS have the WIP part from the previous operation as an input.

  2. Operations are required to have ONE, and ONLY ONE, Output Part.

    1. If the operation is the last operation, this will be the Make Item that this routing is for.

    2. If the operation isn’t the last operation, this will be a WIP Item.

  3. Operations can only run in whole numbers.

    1. If there is demand for 7 of the operation’s output part, but operation is a multi-out operation that is set to 5x, it system will instruct the floor to run the operation twice, which will make 10 parts.

Routing Rules

  1. Routings cannot be circular.

  2. Routings must have at least one operation in them. (You can still create make items with no routings, they just don’t cause work to show up in the priority list.)

❗ Note that only the WIP part from the IMMEDIATELY PRIOR operation can be fed into an operation. To build more exotic routings, see the “Splits and Rejoins” case study below.

Examples of Invalid Routings

For the visual learners.

đŸš« Issue: Unit / Input Quantity Mismatch

đŸš« Issue: No Input Part

đŸš« Issue: Multiple Outputs

đŸš« Issue: Circular Routing

Using Routings on the Shop Floor

Once you’ve built a routing that fits your manufacturing process, the next step is using the routing to effectively tell the right person to do the right thing with the right set of instructions. This section will explain how StartProto has designed a system to make this easy for you to do.

The DRY Rule- Operations, Processes, Work Groups

🛑 If you are unfamiliar with Work Groups and Work Centers, we recommend briefly taking a look at the Managing Work Centers article.

As shown above, operations are the core of every routing. Generally, when someone thinks of an operation that happens at a manufacturer, they may think of an action (mill) that takes place on a type of machine (Vertical CNC Mill). In StartProto, these “types of machines” are called Work Groups. They define, at a high level, a capability that your operation has (or in some cases, that happens externally).

When these operations are scheduled on the priority list, we need a way to link them to the appropriate work group. This drives both which Work Centers are available to complete the work as well as alert the users who should work on this. We establish this link in a nuanced way that makes it easier to maintain documentation.

When building out your routings, there may be some things that you want to remind your shop floor to do every single time they run a machine in a Work Group (i.e. check coolant levels, startup procedures, etc.). Conversely, there may be a couple different types of things that you do on a specific machine (i.e. sometimes you need to whip out a 4th axis for a machine) and the documentation is different even though it is technically the same machine.

You could theoretically attach these documents every time you build a routing, but that’s slow, and what happens if you need to go back and update something? That could be hours of work.

To solve this issue, StartProto took to the DRY Rule to heart- Don’t Repeat Yourself. When building our a routing, you will notice that you have to assign a process to each operation. The process is a place that you can attach documentation that is shared between operations. Processes must be assigned to a specific Work Group.

(this concept is especially useful for the Part Variations case study below)

Documentation in Routings

With the introduction of processes, there are now four specific entities that you can use to show information to the shop floor:

Entity to attach to

Rule

Example

Make Item

Show this every time we make this item, on all operations.

Customer drawings

Operation

Show information just for this one operation.

Setup sheets & programs for this specific operation

Process

Share information between operations that occur on the same Work Group.

SOPs

Sales Order

Share information that is just relevant to this order.

Notes on any customer-specific variations

You can attach documentation in two ways:

  1. Use the built-in text editor- lets you add images, links, and more. Shows up directly when the user opens the details for that operation.

  2. Attach it as a file- attach any file. Share programs, drawings, and more.

❓ Interested in seeing how documentation shows up on the shop floor? Check out The Shop Floor View

Routing Case Studies

Coming soon! We will have case studies that highlight:

  • How to use fractional and multi-output operations

  • How to split out and join parts

  • How to handle assemblies

  • How to add part variations

  • How to best add CAM/CAD steps to routings

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