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Job 01 · Counter and inside sales

// Welding supply distributors · Filler metal certificate requests

Filler metal certificate requests, read against the lot on your packing slip.

A fabricator's quality person emails for paper on wire bought last spring, and someone at your branch has to work out which lot went on that order, what kind of certificate the customer's PO is really asking for, and whether the maker has one. In a free AI proof of concept on copies of 20 to 30 requests your team already closed, AI lays each request beside the lot shipped and the maker's document for it, then lists what's missing. Your reviewer, the person at the branch who knows this work best, compares each draft with what your branch actually sent.

Book a proof-of-concept call30 minutes with Rob
Closed requests
20 to 30
Filler metals recommended
None
Certificates attested or sent
None; a person sends them

// The one job

From an emailed request to a sheet someone at the branch can check

The request rarely says enough. It may name a PO from months ago, a wire diameter, or only the project the wire went into. Someone looks up the order, finds the lot or heat on the pick ticket or packing slip, and goes to the maker's site, a shared folder or a sales rep for the document covering that lot. Then they read the customer's PO or the job's specification to see what it really wanted: a certificate of conformance, a test report tied to the lot, an EN 10204 type, or a line about domestic content.

For the test, AI reads copies of those files and drafts a certificate review sheet for each request: AWS classification and size, the lot or heat that shipped, the certificate type asked for, the PO's requirements as written, the maker's document matched to that lot, and whatever is missing. A person at the branch checks it and decides what goes out. Nothing leaves on a draft.

Customer's requestEmail and PO
PO no.
Classification
Wire size
Certificate asked for
ItemLot or heatShip date
Made-up request, for illustration
Matched to
the maker's lot document
Certificate review sheetFor the branch
Lot shipped
Maker's document
PO requirements
Still missing
RequirementFound onStatus
Illustration, not a real sheet

// What makes it hard

Where a filler metal certificate stops answering the request

A certificate can be narrower than its title. One maker's published lot document for submerged arc wire is headed Certificate of Analysis. It gives lot and heat numbers, AWS A5.17 and ASME SFA5.17, the class EM12K, and EN 10204 Type 3.1 certification, qualified in a parenthesis as covering actual chemistries only. The customer, P.O., marked-for, pack slip and pounds-shipped lines sit empty on the published copy. In a 2009 thread on a public materials and welding forum, a client that required 3.1 on consumables turned down a set with chemistry at 3.1 and mechanical properties at 2.2. The standard's 2004 revision cut its types to 2.1, 2.2, 3.1 and 3.2, so a PO template still asking for 3.1B names a type that revision dropped. The draft quotes the type and the wording printed on each document and doesn't round up.

How much testing was bought is a term of the purchase. AWS A5.01, the society's procurement guidelines for consumables, gives a buyer a way to state a lot classification and a testing schedule. One maker's aluminum welding guide walks through it for aluminum wire and rod: lot classes S1 to S4, with S1 being the lot as the electrode maker's own quality manual defines it, and schedules F through K, where F is the maker's base standard and J puts each lot shipped through the usability test in AWS A5.10. If a PO named a class or schedule, a document for a standard lot may not answer it. The draft shows what the PO asked for and what the document shows, side by side.

Wire often gets certified as half of a pair. AWS classifies submerged arc filler as an electrode and flux combination, under A5.17 for carbon steel and A5.23 for low alloy, so a class line naming only the wire doesn't show the pairing a fabricator's procedure uses. The Federal Highway Administration's Bridge Welding Reference Manual has reviewers of gas-shielded procedures confirm that the electrode and gas combination appears on the maker's certificate of conformance. For fracture-critical work it also has them confirm that the certificate lists diffusible hydrogen or coating moisture testing. The draft notes each item the process calls for and whether the document carries it.

Owners write conditions of their own. Texas DOT's 2024 Item 448 on structural field welding calls, when requested, for a current Certificate of Conformance with acceptable Buy America wording, tests run on electrodes of the same class, size and brand made by the same process from the same materials, and resubmittal every 12 months. The FHWA manual says the Bridge Welding Code looks for a maker's quality program approved by one of three named bodies, falls back to heat and lot testing otherwise, and notes that a few owners keep approved lists. Canadian work adds CSA W48: the Canadian Welding Bureau's notice on false claims cites CSA S16 on electrodes meeting W48 and says only consumables that have kept their certification may advertise it, under the maker's trade name designation and point of manufacturing. These are named so your reviewer can check the draft's reading; nothing here is legal or engineering advice.

What your reviewer reads for. Usually the inside sales lead or branch manager who answers these requests, your reviewer checks that the lot came from that shipment and not the order before it, that the document fits the classification, size and lot, that the certificate type was read correctly, and that every gap stayed a gap. Choosing a filler metal is no part of this test. It reads what was sold and what the paper says about it.

// What you send

Closed requests and the paper behind them

Copies only
No ERP or maker's portal login
01

20 to 30 closed requests

Each customer's email or form, with what your branch sent back. Put in one that needed an EN 10204 type, one that needed a flux or gas named, and one you couldn't fill.

02

What actually shipped

The PO, pick ticket or packing slip showing the lot or heat, plus any receiving record that ties a lot to a delivery.

03

The makers' documents

Certificates, test reports and lot records as you filed or downloaded them, from every maker you carry, whatever the format.

04

An NDA, then copies

Signed before anything moves. We never sign in to your ERP, a shared drive or a maker's portal. Customer names can be masked, and if files can't leave, your reviewer helps us build look-alike requests.

// Before it starts

Agreed before the first request is copied

A certificate speaks for metal already in a customer's weld, so the owner settles these first.

Certificate request test termsOwner decides
Your reviewer
Named by the owner, often the branch manager or inside sales lead
Who sends
A qualified person at the branch, in the test and live
Success criteria
In writing: lot found, document matched, certificate type read, gaps listed
Sample
Chosen by your reviewer, across several makers and certificate types
Left out
Defense and aerospace work
Price
A range for running certificate requests live
NDA
Signed before any request moves

// How it's judged

Each draft beside what your branch sent

Request by request
Every gap counted
On the same 20 to 30 requestsWhat your branch found and sentThe AI draft
AWS classification and size read from the request and the orderMarked on your requestsMarked on your requests
Lot or heat tied to the shipment, not a neighboring oneMarked on your requestsMarked on your requests
Certificate type asked for, named correctlyMarked on your requestsMarked on your requests
PO requirements carried as written, including any schedule or Buy America wordingMarked on your requestsMarked on your requests
Maker's document matched to that lotMarked on your requestsMarked on your requests
Flux or gas combination shown where the process needs itMarked on your requestsMarked on your requests
Missing items listed, not filled inMarked on your requestsMarked on your requests
Time from a request arriving to a sheet ready to checkMarked on your requestsMarked on your requests
Nothing marked yet. No cell gets filled until requests from your own branches have been drafted.Your reviewer marks each row and makes the call.

// After a yes

About 30 days on new requests

When your reviewer says yes against the success criteria, new certificate requests get the same review sheet for about 30 days.

A qualified person at the branch reads every sheet and sends every certificate. A request the draft couldn't match waits for them.

The live month has a fixed price you see before signing. Any other job is priced by itself.

// What could come next

After certificate requests, if you choose

Ranked, not promised
Each priced on its own
  1. 01

    Certificate flags on new orders

    Filler metal POs that call for paper marked before the pick, so the lot with a document is the one pulled.

    Next
  2. 02

    Safety data sheet requests

    A customer's list of products matched to the current safety data sheet for each, for someone at the branch to send.

    Then
  3. 03

    Welding equipment repair quotes

    Bench tickets for power sources, feeders and plasma cutters read into drafts for your service manager.

    Also open

// One hard limit

It never recommends a filler metal or attests to a certificate.

The proof of concept works on copies alone. It never touches your ERP or a live order, never recommends a filler metal, never attests to a certificate or changes a maker's document, and never decides whether a lot satisfies a code or a PO. A qualified person at the branch sends every certificate. Defense and aerospace work stays out of the test.

Priced per job. You get a range before the proof of concept and a fixed price before you sign.

Rob sets the range on the call from how many requests reach your branches each month, how many makers you carry, and how your certificates are filed.

// Questions

Questions from the branch

What if our records don't show which lot shipped?
Then the draft says so. If the pick ticket or packing slip doesn't show a lot, the request goes back to your team as an open question, and nothing is borrowed from a neighboring shipment.
A customer wants a certificate with their PO number on it. Can the test do that?
It can mark that the request asks for one. Whether a maker will issue a document tied to a customer's PO, and whether your branch adds a letter of its own, stays your team's decision.
Do you handle EN 10204 requests?
Yes, if your sample includes them. The draft quotes the type and the words printed on the maker's document, so a 3.1 that covers chemistry only reads that way. Whether that satisfies the order is for your reviewer.
Do you connect to a maker's certificate site?
No. We never log in to a maker's portal. For the test, you supply copies of the documents your branch already retrieved, and any way of getting them on live work is scoped after a yes.
Can it handle submerged arc wire and flux, or gas-shielded wire?
Yes, as paperwork. The draft notes whether the process needs a second item named, such as a flux or a gas, and whether the document names it. Your reviewer checks that reading against the job's requirements.
Rob Eason

Rob Eason, founder

// Book a call with Rob

Bring the certificate request that took longest.

Half an hour with Rob on your branches, your role, the job to test and roughly how many requests reach you each month. POs, requests and certificates stay with you until the NDA is signed.

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