Create a SmartCert Package for a shipment

How do I create a SmartCert Package for a Shipment? 

SmartCert packages allow you to add SmartCerts for each line item, providing excellent organization and minimal effort to build a cert package for a shipment.

SmartCert Packages also allow you to keep the cert package for each line item generic to the lot, but give you the ability to add in customer-specific information in the SmartCert fields of the Package, like Customer name, PO or SO, as well as customer-specific documentation such as a packing list, CoC, RoHs or USMCA form.

1. Click the Create SmartCert button

1. Starting typing your customer's name in the Customer field and select it from the drop-down. If the customer is not on the network, type in the customer name in the customer field for reference

1. Add their PO or SO to the appropriate field

1. Search your inventory in the Package SmartCerts field by entering information pertaining to the lot that was picked for the shipment

1. Packages are unlimited, allowing you to add multiple line items and maintain their organization in one master SmartCert

1. Add any customer-specific documents by selecting additional files using “Upload a file” or “Generate PDF”. Companies often add or create documents such as a packing list, CoC, RoHS, or USMCA form

1. Click Create SmartCert

1. Send the SmartCert to your customer’s dashboard by clicking on the arrow at the top of the SmartCert viewer or by selecting the arrow from the SmartCert on the dashboard. If your customer is not on the network, enter the email address of your point of contact to send an invitation to view certs and get set up on the Network for future delivery automation.