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How do I manage my parts within Cofactr?
I need to create and schedule a shipment from Cofactr—how do I do this?
I need to create and schedule a shipment from Cofactr—how do I do this?

Creating a new shipment and scheduling the shipment.

Phillip Gulley avatar
Written by Phillip Gulley
Updated over a week ago

Creating and scheduling shipments in Cofactr is done through a single process in the Inventory app in the Shipments section. This is done through the "New Shipment" located in the upper right hand corner of the page as seen here:

Clicking on the button opens a new dialogue box that looks like this:

You can create three kinds of Shipments:

  • Ship from Warehouse: This is a shipment originating at a facility running the Cofactr Warehouse App for inventory management (including Cofactr's Warehouse). You will be able to select existing Stock Lots from this location to be packed and shipped.

  • Other Shipment: This is a shipment originating at a facility that is not running the Cofactr Warehouse App for inventory management. You will be able to select existing Stock Lots from this facility to ingested upon receipt or you can leave this shipment empty and the contents will be inventoried upon receipt if you send this shipment to a facility running the Cofactr Warehouse App (including Cofactr's Warehouse).

  • Kit transfer: This is a kit being assembled within a facility running the Cofactr Warehouse App for use within that same facility

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