There are a lot of configurations you need to consider
to ensure that the 2-step and 4-step processes do not overlap with one another.
Let’s look at the different configurations you need to consider, along with the
steps to set each one up. The main configurations are specified in bullet points below.
Warehouse
The setting on the warehouse will only allow for one
Manufacturing route to be active at a time. This is because activating either
of these routes refreshes the database and archives/unarchives the necessary
records in locations, routes and operation types.
- To set up multi-manufacturing routes, we are
going to set the warehouse to a 2-step manufacturing route.
This means that by default the warehouse will follow 2-step
manufacturing. We are going to manually create the 4 step routes in the coming
steps.
Locations
Since we have set the default warehouse route to 2-step, we
need to ensure that all the locations for the 4-step route are not archived.
- Unarchive the ‘WH/Post-Production’ location.
- Create a new location called ‘Pallet’ with the
parent location as ‘WH’. This is to account for the additional location in the
4-step route, as stated in the use-case.

Operation Types
By default, you will always find 1 operation type for
Manufacturing and depending on the number of steps, you can find a Pick and
Pack operation type as well. Since the warehouse is set to 2-step
manufacturing, the operation types will have ‘Pick Components’ active. To
manually set up the 4-step route, we need to create new operation types and
modify the existing ones to accommodate the new route.
- Rename the existing ‘Manufacturing’ route to
‘Manufacturing (2-step)’. This is just to differentiate the 2 different
manufacturing operations and will also help demarcate the routes better.
- Create a new Manufacturing operation type called
‘Manufacturing (4-step)’. Make sure you create a new sequence prefix for this
operation type to separate it from the other manufacturing operation. The
source location will be set to ‘WH/Pre-Production’ and the destination location
will be set to ‘WH/Post-Production’.

- The ‘Pick Components’ route will be untouched;
we are not going to change any configurations. This is because the picking
operation remains the same irrespective of a 2-step or a 4-step route.
- Create a new operation called ‘Put finished
product in Pallet’. This operation type is going to create the transfer for
moving the product from Post-Production to WH/Pallet. The source location will
be ‘WH/Post-Production’ and the destination location will be ‘WH/Pallet’.

- Create a new operation called “Store finished
product to Stock”. This operation serves to move the finished product from
Pallet to Stock. The source location will be ‘WH/Pallet’ and the destination location will be
‘WH/Stock’.

Routes
Routes are going to be the crux of implementing this
business workflow. The routes will trigger the required operation types and
create the necessary transfers to move products from one location to another.
Let’s look at the necessary routes and configurations on them.
- Rename the standard manufacture route to
‘Manufacture (2-step).
- Duplicate the manufacture route and rename it to
‘Manufacture (4-step). Add the following rules to the route.
- ‘Manufacture’ action with destination location
set to ‘WH/Post-Production’. The operation type used here will be the
‘Manufacturing (4-step)’ type.
- ‘Pull from’ rule from ‘WH/Post-Production’ to
‘WH/Pallet’. The operation type will be set to ‘Put finished product in
Pallet’.
- ‘Pull from’ rule from ‘WH/Pallet to ‘WH/Stock’.
The operation type will be set to ‘Store finished product to Stock’.

- The ‘Pick components and then Manufacture’ route
will be untouched. The rules and configurations remain the same as
out-of-the-box. This will be the default route for the warehouse.
- Create a new route called ‘Pick components,
Manufacture, put in pallet and then store products’. This will be the 4-step
manufacturing route. This route will not be set to the warehouse, so make sure
you uncheck the warehouse checkbox. This is because a warehouse cannot have 2
default routes and we can only set one of them as a default. You can turn on
the products checkbox to allow us to set this on products if needed. Add the
following rules.
- ‘Pull from’ rule from ‘WH/Stock’ to
‘WH/Pre-Production’. The operation type is ‘Pick Components’.
- ‘Pull from’ rule from ‘WH/Pre-Production’ to
‘WH/Production’. The operation type is ‘Manufacturing (4-step)’.
- ‘Push to’ rule from ‘WH/Post-Production’ to
‘WH/Pallet’. The operation type is ‘Put finished product in Pallet’.
- ‘Push to’ rule from ‘WH/Pallet’ to ‘WH/Stock’.
The operation type will be set to ‘Store finished product to Stock’.

Product settings for 2-step manufacturing
If a product follows 2-step manufacturing, the following are
configurations you need to set to ensure that the 2-step manufacturing route is
triggered.
- Routes on the product should be set to
Manufacture (2-step). We do not need to set the picking route here since the
warehouse will follow that by default.
- In the Bill of Material for this product, ensure
that you select the operation as ‘Warehouse: Manufacturing (2-step)’. This will
ensure the right operation type is triggered.
Product settings for 4-step manufacturing
If a product follows 4-step manufacturing, the following are
configurations you need to set to ensure that the 4-step manufacturing route is
triggered.
- Routes on the product should be set to
Manufacture (4-step) and the 'Pick components, manufacture, put in pallet and
then store products' route. This will ensure that it does not follow the default
2-step route of the warehouse but instead the custom 4-step route.
- BOM for this product should be set to
‘Warehouse: Manufacturing (4-step)’.
Product settings for the components
The components on either of the BOMs will be set to Buy if
it is purchased from vendors. Alternatively, you can also set a component to
either 2-step or 4-step manufacturing if it is a sub-assembly. Depending on
what route you want the component to take, you can set the desired
manufacturing route.
Workflow
Let’s take a look at what happens when we create MOs for
each of these products.
MO for 2-step manufacturing
When a manufacturing order is confirmed for a product
following the 2-step route, you will notice that only 1 transfer is created and
attached to the MO. This transfer is the picking.

Once you pick the components, they go from Stock to Pre-Production and
eventually from Pre-Production into the Production location. Finished products
are put back into Stock.
MO for 4-step manufacturing
When MOs are created for a product that follows 4-step
manufacturing, you will see 3 transfers attached to the MO.

The following are the transfers.
- Picking components: Stock to Pre-Production.
- Putting components in Pallet: Post-Production to
Pallet.
- Store finished good to stock: Pallet to Stock.
You can process these transfers in order to ensure that the
finished product gets put back into stock after going through the necessary
number of steps.
In this way, we can ensure that the same warehouse can be
set up with multi-step manufacturing processes, giving users the flexibility to
pick the required route based on products and bill of materials. This opens up
the manufacturing app to incorporate complex workflows and handle multi-step
manufacturing operations.
It should not be necessary to have two manufacturing operations. If you remove the default location in the operation, you can control locations in the rules in the route.