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How do I ship a Bill of Materials (BOM)?
How do I ship a Bill of Materials (BOM)?

Create a shipment from a Bill of Materials (BOM).

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

While you can manually add a BOM to a Shipment, Cofactr offers a powerful tool to create a shipment of a full Bill of Materials at a multiple directly from the BOM view. It is accessible through the BOM app. You can initiate shipping a whole BOM by navigating to a BOM:

You do two things. Either you can select all the parts on a BOM and then select "Bulk create stock lots and add to shipment".

Or you can select all the parts on a BOM and then select "Add Parts to Shipment"

Stock Lot Selection Prioritization

Cofactr supports multiple prioritization options:

  • Smallest Quantity First means Cofactr will select the stock lots with the smallest quantities until the necessary quantity of parts is met.

  • Largest Quantity First means Cofactr will select the stock lots with the largest quantities until the necessary quantity of parts is met.

  • Closest Quantity Match means Cofactr will select the stock lots closest in quantity to the necessary number of parts.

  • Oldest Purchase Date First means Cofactr will select the stock lots that were purchased longest ago until the the until the necessary quantity of parts is met.

  • Newest Purchase Date First means Cofactr will select the stock lots that were most recently purchased until the the until the necessary quantity of parts is met.

Stock Lot Labeling & Notes

Cofactr supports multiple label options:

  • Print Reference Designators on Labels means that Cofactr will include the reference designators for each part on the label which is attached to the stock lot. These will be applied to the stocks that align with a single part line.

  • Print Numbering For Multiple Stock Lots of the Same Part means that Cofactr will list out the number of the lot out of the total n umber of lots provided. So if 3 lots are necessary to fill the quantity of parts needed for the shipment the lots would be labeled with "Lot 1 or 3", "Lot 2 or 3", and "Lot 3 or 3". These will be aligned to stocks that align with a single part line.

  • Prefix Text for Printed Labels is any information you want printed on every stock lot label before the reference designators or stock lot numbering, such as the order number for your contract manufacturer. These till be the same for every stock lot in the shipment.

  • Suffix Text for Printed Labels is any information you want printed on every stock lot label after the reference designators or stock lot numbering. These till be the same for every stock lot in the shipment.

The labeling information will be printed on every stock lot in the shipment along with the manufacturer part number, date code, your organization's name, and other relevant data. You'll see a 'Sample Label Text Preview' below the option and fields that will show you an example of what the labeling will look like. Please note that there are no spaces between the prefix, designators or stock numbering, and suffix, so make sure you look at the preview and check that it is appropriate to your intention.

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