How to Create a Shipment (Ship to Warehouse)
Shipping parts to Cofactr to enter into your Cofactr inventory
Cofactr's Shipping Address (CA and NY)
Cofactr
ATTN: Receiving Department
4007 Paramount Blvd
Unit 107/108
Lakewood, CA, 90712 US
Cofactr
630 Flushing Ave
Floor 5
Brooklyn, NY, 11206 US
***If you are shipping via USPS address is below:***
Cofactr
ATTN: Receiving Department
4007 Paramount Blvd
Box 08/09
Lakewood, CA, 90712 US
Phone: 332-373-2227
Email: success@cofactr.com
When sending parts to inventory for storage, please include our Cofactr org's unique customer code, as this helps us further identify customer packages. Your unique customer code can be found under Addresses, in your Organization settings.

Providing Tracking Info to Cofactr
Select the Send to Warehouse button
Leave Ship From blank, or select your existing facility
Select Cofactr Warehouse (CA or NY) for Ship To
Optionally, enter any notes that you would like to be able to reference later. You can also select a Program so that these parts will be allocated to a specific program
Enter your tracking number. We recommend creating one shipment per tracking number so Cofactr can cleanly match each arriving package to the correct shipment.
Click Next

After clicking Next, you can add your expected stock lots to Cofactr. This step is not required, but it helps our warehouse compare what you said is coming against what physically arrives. We also recommend checking whether each part is already in your parts library under Parts in the left-hand drawer. If the shipment that arrives does not match the expected stock lots you entered, this can create ghost lots that need follow-up. Having the part in your library does not prevent that mismatch. The expected shipment details should match the contents of the box as closely as possible.
Example: If you say you shipped 100 units of Part 123 and only 90 arrive, or if Part 456 arrives instead, a ghost lot will be created.
Once parts have been added, click Add Stock Lots & Finish.

When you are done adding stock lots to your shipment, navigate to the draft shipment and select Mark as Shipped.
Planning a large shipment? For large-scale ingests, please contact Customer Success before shipping so we can coordinate the bulk ingest with the warehouse.

If you need to edit your tracking number after you marked your shipment as shipped, simply click "Un-ship" in the top right of the shipment, edit the tracking number in the right hand column, click Save, then click "Mark as Shipped" again.
What Happens Next?
When the parts arrive at Cofactr, they will be ingested based on the labels, packing slip, and expected stock lots you create during the shipment creation process.
If the box shows a clear part number, the warehouse will ingest it as that part whether or not the part is already in your parts library. Clear labeling and accurate expected stock lots help reduce receiving exceptions.
They will also be counted using an X-Ray component counter or other automated method. For typical shipments, this process will take up to one business day. For very large shipments, this might take an extra few days, depending on our facility's workload.
You can view all the parts received in that Shipment at any time within the Kitting & Shipping App in Cofactr.
Please reach out to success@cofactr.com if you have any questions!
