Creating A Customer Specific CoA

1. Locate Generic Sample

  1. Hover your curser over "Sample Manager"
  2. Click on "Find Sample (Work Orders)"

1.1. Input Lot number

  1. Input Lot Number
  2. Press Smart Search Button (Sherlock Button)

1.2. Open Sample

  1. Click checkbox next to lot number
  2. Click magnifying glass to open

2. Create a Customer Specific CoA

  1. Hover curser over Eyeglasses Icon
  2. Click on "OK" (the Generate CoA radio button is selected by default)

2.1. Define Customer

Click on Blue Text Customer Number

  1. Type in Customer JDE Ship-To Number
  2. Press Binoculars to Search

Press Select next to Customer Record

2.2. Define Packaging Code

Omit this step if Item Code is not required.

Press the blue text "Item Code"

Press "Select" button next to packaging code

2.3. Populate Additional Details

If customer does not require any additional details skip this step and leave "Additional Fields" empty

NOTE: Both Customer Number and Item Code should now be populated if steps 2.1 and 2.2 were done correctly.

Press "Show Additional Fields" button

  1. Type in PO#
  2. Type in Work Order Qty
  3. Click on the blue "Ship Date" to select a date from Date Time Picker
  4. Pick date from Calendar

2.4. Save Changes/Create CoA

Review all the information

Click save button to generate CoA

3. Download CoA

Follow Step 1.1 to find your sample's lot number

NOTE: You have two samples now one is generic and the other is customer specific.  The one that has a customer# defined is the one that should go to customer because it contains specific details for the customer.

3.1. Open Customer Sample

  1. Click on the checkbox next to sample that you want to open
  2. Click on magnifying glass

Click "COA" link to view and download CoA report

Now you can save this PDF to your computer and email to customers.

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