Setup - Tooling

Last updated: October 15, 2026

Tooling is used to manage items that are typically moved between machines such as (Tooling, Dies, Calibrated items, etc.)

  • Go to the ‘Setup’ menu and click ‘Tooling’

  • Click ‘Add New’ located in the upper right corner on the “Tooling” bar

  • Enter Tooling Code. Codes are locked once saved. They can be inactivated, but not deleted.

  • Enter Tooling Name. Special characters cannot be used in the name. Choose a name that is common within the workplace and understood throughout.

  • Enter Tooling Description.

  • Select Possible Machine association from pull down menu. The Line and Area associated with the machine should show below. If not, associate the selected machine with a Line and Area.

  • Select Value Stream from pull down menu (optional – See Value Streams).

  • Select Technology from pull down menu (optional – See Technologies).

  • Select if inactive, leave blank if active.

  • Check ‘Non Production Tooling’ if does NOT affect production.

  • Enter Model name (optional)

  • Enter Serial Number (optional)

  • Enter Deployment Date (optional)

  • Select Cost Center if Machine Cost Centers are setup (SAP)

  • Enter a cycle count.

  • Enter a cycle count multiplier. (used to indicate how many times a particular activity - such as a production cycle - should be counted for that specific tooling item. )

  • Enter the max rebuild for the particular item.

  • Enter any notes.

  • Click ‘Save’

  • Attachment - you can choose to add an attachment to the tooling, which will show as an attachment on a dispatch. Note: When you have attachments assigned to tooling, that attachment gets attached to all 'possible machine' dispatches the tooling is associated with.