If you are new to Cofactr, welcome! Our goal is to get you up and running in the Cofactr platform as smoothly as possible, making sure you are equipped to go out and utilize all of the features in Cofactr confidently. We know starting a new system can be a bit, intimidating, so we've created some high level training videos to help you get started.

Below, you will find training videos and associated links that go more in-depth on the specific topics, as well as additional context to that section of the platform to help get you started. For the training videos, we walk through Part Management, Uploading a BOM, Programs, Purchasing Parts, How to Create a Kit, and Sending Your Inventory to Cofactr.

Parts in Cofactr

Helpful Articles for Parts

Searching for Parts in Cofactr - https://support.cofactr.com/articles/6013812382-searching-for-parts-in-cofactr

Creating Custom Parts - https://support.cofactr.com/articles/9122257908-creating-custom-parts

Uploading a BOM in Cofactr

Helpful Articles for Uploading a BOM

Uploading a BOM in Cofactr - https://support.cofactr.com/articles/7631615515-how-do-i-upload-a-bill-of-materials-bom

BOM Upload Requirements- https://support.cofactr.com/articles/6350378880-bom-upload-requirements

Creating a Program in Cofactr

Helpful Article for Creating a Program

How to Allocate Inventory: https://support.cofactr.com/articles/1262734745-inventory-allocations

Purchasing Parts in Cofactr

Helpful Articles for Purchasing Parts

Purchasing Parts and Requesting Quotes: https://support.cofactr.com/articles/5497922135-purchasing-parts

Kitting in Cofactr

Helpful Articles for Kitting in Cofactr

Creating Kits: https://support.cofactr.com/articles/8872972551-creating-kits

Sending Inventory to Cofactr

Helpful Articles for Shipping Inventory to Cofactr

How to Move Your Electronic Parts Into Cofactr: https://support.cofactr.com/articles/8007565981-Moving-Parts-into-Cofactr

Additional Helpful Articles for Getting Started

Statuses in Cofactr: https://support.cofactr.com/articles/4649319515-understanding-statuses-in-cofactr

Cofactr Glossary: https://support.cofactr.com/articles/2600678198-cofactr-glossary

If you have any questions on these steps, please reach out to success@cofactr.com and we will be happy to help!

Written by Melanie Reeves