# Setup Assistant

Warehouse sources, tool priority rules, stock-move columns, and the documents the assistant creates.

Source: https://support.toolingmetrics.com/en/engineering/reference/setup-assistant/
Updated: 2026-10-29

The **Setup Assistant** is a wizard, available on a Job (or on a multi-setup Project) that matches every tool assembly required by a job's operations to available tools in the warehouse and generates the documents needed to physically prepare them.

## Warehouse sources

The pool of candidate tools the assistant searches is controlled by two source options, both selectable together.

| Option | What it includes |
|---|---|
| **Machine warehouse** | Tools and items already in the machine's own warehouse. |
| **Machine parent warehouse** | Tools and items in the parent warehouse above the machine's warehouse. |

## Tool priority

Tool priority determines how the assistant ranks and orders candidate tools within a warehouse source.

| Option | How tools are ranked |
|---|---|
| **Location** | Tools closest to the machine are prioritized (machine crib → access point → warehouse → parent). |
| **Remaining Life** | Tools with the most life remaining relative to the job's total cycle time are prioritized. |
| **Both** (default) | Applies both rankings together. |

The assistant lists up to five candidate tools per assembly, ordered by the selected priority. Each candidate is shown with its current location, condition, and remaining life.

## Stock move columns

The suggestion step presents one row per stock move the assistant proposes, with the following columns.

| Column | Description |
|---|---|
| **Move Type** | Tool Transfer (moving a tool between warehouse locations) or Pick List (picking items from storage). |
| **Tool Number** | The T-code from the job operations. |
| **Source** | Where the tool or item is currently stored. |
| **Destination** | The machine or tool it is moving to. |
| **Create Pick List** | Whether a pick list will be generated for this row. |
| **Availability** | Whether the tool or item is available (+) or not (−). |

A row highlighted in yellow indicates the tool's current machine slot number differs from the T-code in the job's operations.

## Documents created

Confirming the suggestion step creates one or more of the following documents, depending on the selections made in the assistant.

| Document | Created when | Status |
|---|---|---|
| **Tool record** | **New** was selected for a tool assembly | Released |
| **Tool Transfer** | A tool needs to move from one warehouse location to the machine | Waiting |
| **Pick List** | A tool needs components picked from storage | Waiting |

Documents are accessible immediately from their respective lists (Production → Tools, Inventory → Transfers, Inventory → Pick Lists).