Before you begin
- Complete Forge Setup Journey
How it works
Follow the arrows from left to right. Each stage prepares the information the next stage needs.
- 01Required
Required foundation
Required: Site for Stations; Lines; operation and Repair Stations; Shifts; Components; Product and BOM; active BOM; Routing; Product-to-Line assignment; confirmed unit serials.
provides the information needed for - 02Required
Recommended organisation
Recommended: Projects, Product Families, explicit capacity, Site assignment on Lines, dashboards, handovers, reporting, and trial production.
provides the information needed for - 03Required
Conditional capabilities
Conditional: Product Variants, additional identifiers, tools, automations, quality sampling, packaging, shipment, repair, rework, and recall configuration.
Why this connection matters: Required labels reflect the supported normal production journey.
What to do
- Required: Site for Stations; Lines; operation and Repair Stations; Shifts; Components; Product and BOM; active BOM; Routing; Product-to-Line assignment; confirmed unit serials.
- Recommended: Projects, Product Families, explicit capacity, Site assignment on Lines, dashboards, handovers, reporting, and trial production.
- Conditional: Product Variants, additional identifiers, tools, automations, quality sampling, packaging, shipment, repair, rework, and recall configuration.
Watch the task
Watch: Required, Recommended, and Conditional Setup
GIF walkthrough placeholder for Required, Recommended, and Conditional Setup.
Rules to remember
- Required labels reflect the supported normal production journey.
- Recommended records may not be database blockers but prevent avoidable operational confusion.
- Conditional features become required when the selected production design depends on them.
Ready when
- Required setup is complete.
- Recommended structure has been reviewed.
- Every conditional capability has an explicit use or exclusion decision.