Add or convert a single exemption

Once a complete exemption has been saved, it cannot be removed from CertManager; the customer, reason for exemption, and state fields cannot be edited. The customer number cannot be edited after at least one exemption has been associated with it. If you marked a parent's exemption as inherited, this can't be undone.

Add an exemption

As of CertManager 13.5, you can add an exemption directly in CertManager.

1. On the Exemptions page, click Add.
2. Fill in the following required information:
   • Customer: Enter at least 3 letters of the customer name, then select the customer from the list.
   • Reason for Exemption: Select a reason for exemption from the dropdown menu.
   • Effective Date: Enter the date that the exemption comes into effect in MM/DD/YYYY format or click the calendar icon and select the date.
   • State/Province: Select each state or province that the exemption applies to.
   • Certificate Number: For each state or province you select, enter the corresponding certificate number.
     

     You can select multiple states for a single exemption, filling in the certificate number and expiration date for each as needed. This will create multiple exemptions in CertManager — one for each state. However, these exemptions will not be linked, and you will need to update each exemption individually.

3. You can fill in the following optional fields or leave them blank:
   • Apply Exemptions to Children: If you selected a parent customer, you can choose to apply the exemption to their children. Note that while you can view an inherited exemption on a child, any updates need to be done through the parent and will be passed on to all children. You can't edit the exemption just for the child or remove the child from the exemption.
   • Use SKUs: You can use this option to include or exclude certain SKUs from the exemption.
   • Mark as Incomplete: If you mark the exemption as incomplete, you need to select a reason from the available options.
   • Notes: You can use this field to leave a note about the exemption for future reference.
   • Expiration Date: If you leave this field empty, the exemption will never expire. If you have a setting on the expiration periods table for the reason for exemption and state you selected, then the expiration date will auto-populate based on your selected effective date.
4. To add a certificate to this exemption, click Add Image.
   • To add a certificate that is already in CertManager, select the certificate from the Uploaded Images list.
   • To add a certificate that was submitted by a customer through the Exemption Wizard, click the Submitted tab and select the certificate from the Submitted Images list.
   • To add a new certificate, click the New Image tab, then drag the certificate into the box or click Browse and select the certificate from your computer. Click Add Image to add the certificate to the exemption or Clear Image to select a different file.
5. Click Save. The exemption will appear on the Exemptions page.

Convert a certificate into an exemption

If you already added the exemption certificate in CertManager, you can convert the certificate into an exemption.

1. Go to the Manage Certificates page and click the certificate you want to convert.
   • If you select a certificate from the Submitted tab that was was added by a customer through the Exemption Wizard, the required exemption fields will be filled in automatically but can be edited if necessary.
2. Fill in the following required fields:
   • Customer: Enter at least 3 letters of the customer name, then select the customer from the list.
   • Reason for Exemption: Select a reason for exemption from the dropdown menu.
   • Effective Date: Enter the date that the exemption comes into effect in MM/DD/YYYY format or click the calendar icon and select the date.
   • State/Province: Select each state or province that the exemption applies to.
   • Certificate Number: For each state or province you select, enter the corresponding certificate number.
     

     You can select multiple states for a single exemption, filling in the certificate number and expiration date for each as needed. This will create multiple exemptions in CertManager — one for each state. However, these exemptions will not be linked, and you will need to update each exemption individually.

3. You can fill in the following optional fields or leave them blank:
   • Apply Exemptions to Children: If you selected a parent customer, you can choose to apply the exemption to their children. Note that while you can view an inherited exemption on a child, any updates need to be done through the parent and will be passed on to all children. You can't edit the exemption just for the child or remove the child from the exemption.
   • Use SKUs: You can use this option to include or exclude certain SKUs from the exemption.
   • Mark as Incomplete: If you mark the exemption as incomplete, you need to select a reason from the available options.
   • Notes: You can use this field to leave a note about the exemption for future reference.
   • Expiration Date: If you leave this field empty, the exemption will never expire. If you have a setting on the expiration periods table for the reason for exemption and state you selected, then the expiration date will auto-populate based on your selected effective date.
4. Click Convert. The exemption will appear on the Exemptions page.