Here is a description of the various toggles and options provided to filter for price optimization through Cofactr including the option to add overages and subtract existing inventory from your sourcing, and the ability to limit sourcing options to certain suppliers including specific supplier lists, authorized or compliant suppliers.
"Quantity of BOM" is only applicable when purchasing BOMs, not Shopping Lists. This number indicates the number of the full BOM you wish to purchase. So it will take the number in "Quantity of BOM" and multiply each line's quantity. So if you have a resistor that is used 5 times in your BOM and an Integrated Circuit that is used 1 time in the BOM entering a quantity of 5 will create optimized purchasing around getting 25 of the resistor (5x5) and 5 of the Integrate Circuit (5x1).
"Maximum Lead Time" will filter out distributors who can only deliver parts in a time frame that is longer than your Maximum Lead Time.
Toggling "Add Overages for Assembly Attrition" to the ON position adds extra parts based on manufacturer recommendations around how many parts will be lost in the manufacturing process.
Toggling "Subtract Expected, Processing, and On Hand Inventory from Required Quantities" to the ON position will subtract those corresponding parts from your sourcing if those parts are expected to be delivered to Cofactr, are being processed at Cofactr, or are on hand and ready for manufacturing at Cofactr.
"Limit to suppliers" will limit sourcing options to only the suppliers that you choose. You can add as many accepted suppliers as you want to this field.
Checking "Authorized Distributors Only" will limit your sourcing of each part to distributors who are authorized distributors of that semiconductor, microcontroller, mixed-signal, analog, Flash-IP integrated circuits, or materials and electronics manufacturer's parts.
Checking "AS9120 Suppliers Only" means that parts will only be sourced from distributors who meet the AS9120 company level certification based on a standard published by the Society of Automotive Engineers (SAE) titled "Quality Management Systems-Aerospace Requirements for Stockist Distributors". This standard includes ISO9001:2000 and specific requirements related to the Aerospace Industry. In short, this means these distributors will meet aerospace compliance.
Checking "21 CFR Part 11 Compliant Only" means that parts will only be sourced from distributors who meet the FDA standard which states that electronic records and electronic signatures are treated the same as paper records and handwritten signatures. In short, these distributors meet medical compliance.
Limiting to suppliers lets you chose a list of specific suppliers you want to source from and excludes any supplier options that fall outside of your supplier list.
Once you have selected your sourcing preferences you can click "Calculate Sourcing Options" which will initiate generating your optimized sourcing options.