Company Details Page: Difference between revisions

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{{note|This article is part of the [[BorderConnect_Software_User_Guide|BorderConnect Software User Guide]]|info}}
{{note|This article is part of the [[BorderConnect_Software_User_Guide|BorderConnect Software User Guide]]|info}}


[[File:company-details-section.png|center|900px]]
<div class="bc-wrap">


The '''Company Details Page''' in [https://www.borderconnect.com BorderConnect] is accessed from the '''Account''' menu and allows users to manage key company-level configuration items.
<div class="bc-article-hero">
<h1>Company Details Page</h1>
<p>The central hub for managing company settings, carrier codes, terminals, and usage history.</p>
<div class="bc-article-meta">
<span class="bc-article-pill"><i class="fas fa-building"></i> Type: Admin Settings</span>
<span class="bc-article-pill"><i class="fas fa-cog"></i> System: Account Management</span>
</div>
</div>


This page is primarily used to maintain:
<div class="bc-card">
* Company and billing information
* Terminals and time zone settings
* Canadian [[Carrier_Code_(CBSA)|Carrier Codes]]
* U.S. [[Standard_Carrier_Alpha_Code_(CBP)|SCAC Codes]]
* Warehouse [[Sub_Location_(Canadian_Shipments)|Sub Location Codes]]
* Historical shipment usage across BorderConnect services


== Overview of Company Details Sections ==
<h2 style="margin-top: 0;">Overview</h2>
[[File:company-details-section.png|800px|thumb|center|The Company Details main workspace]]
<p>The <strong>Company Details Page</strong> in [https://www.borderconnect.com BorderConnect] is accessed from the <strong>Account</strong> menu and allows users to manage key company-level configuration items.</p>


{| class="wikitable"
<p>This page is primarily used to maintain:</p>
! Section
<div class="bc-cleanlist">
! Purpose
* Company and billing information.
|-
* Terminals and time zone settings.
| Company Details
* Canadian [[Carrier_Code_(CBSA)|Carrier Codes]] and U.S. [[Standard_Carrier_Alpha_Code_(CBP)|SCAC Codes]].
| Displays company name and billing address
* Warehouse [[Sub_Location_(Canadian_Shipments)|Sub Location Codes]].
|-
* Historical shipment usage for billing and auditing.
| Billing Contacts
</div>
| Lists billing point-of-contact information
|-
| Terminals
| Manages company terminals and time zones
|-
| Canadian Carrier Codes
| Controls ACI and PARS carrier availability
|-
| SCAC Codes
| Controls ACE Manifest carrier availability
|-
| Sub Locations
| Used for RNS arrivals to CBSA warehouses
|-
| Shipment Histories
| Displays shipment usage for billing and reporting
|}


== Company Details Section ==
<div class="bc-did-you-know" style="margin-top: 15px;">
<strong>How to Access:</strong> Navigate to the <strong>Account</strong> menu and select <strong>Company Details</strong>.
</div>


This section displays the company name and billing address associated with the account.
<div style="clear: both;"></div>
</div>


* Users logged in as '''Super User''' will see an '''Edit Company''' button, allowing updates to the company name or address.
<h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">Company & Billing Information</h2>
* Users logged in as '''Normal User''' will see this information in read-only mode.


== Billing Contacts Section ==
<div class="bc-card">
[[File:Billingdetails1.png|800px|thumb|center|Managing billing details]]
<p>This section displays the registered company name and billing address.</p>
<div class="bc-cleanlist">
* <strong>Super Users:</strong> Can click <strong>Edit Company</strong> to update the legal name or address.
* <strong>Normal Users:</strong> View this information in read-only mode.
</div>


[[File:Billingdetails1.png|800px]]
<h3>Billing Contacts</h3>
<p>Lists the point-of-contact information (Name, Email, Phone) used for BorderConnect invoicing and billing communications.</p>
</div>


This section displays the billing contact information for the account, including:
<h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">Terminals Management</h2>
* Contact name
* Email address
* Phone number


This information is used for invoicing and billing communications.
<div class="bc-card">
[[File:Terminalslist1.png|800px|thumb|center|Managing company terminals]]
<p>Terminals are used to organize users, drivers, and trucks by location and control time zone behaviors.</p>


== Terminals List ==
<table class="wikitable" style="width: 100%;">
<tr>
<th style="width: 25%;">Action</th>
<th>Function</th>
</tr>
<tr>
<td><strong>New Terminal</strong></td>
<td>Adds a new terminal to the account. Users are prompted to enter terminal details and save.</td>
</tr>
<tr>
<td><strong>View / Edit</strong></td>
<td>Review details, including assigned users, or update terminal information.</td>
</tr>
<tr>
<td><strong>Delete</strong></td>
<td>Removes a terminal. <br><em>Note: You cannot delete a terminal if active users, drivers, or trucks are assigned to it.</em></td>
</tr>
<tr>
<td><strong>Export CSA</strong></td>
<td>Generates a CSA flat file (for CSA-approved carriers not using EDI).</td>
</tr>
</table>
</div>


[[File:Terminalslist1.png|800px]]
<h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">Carrier Codes & SCACs</h2>


The Terminals List is used by companies that operate from multiple locations.
<div class="bc-card">
<h3>Canadian Carrier Codes</h3>
[[File:Canadiancarriercodecompany1.png|800px|thumb|center|Managing Canadian Carrier Codes]]
<p>Controls which codes appear on ACI eManifests. Codes listed here must be approved by CBSA for use through BorderConnect.</p>


Terminals help:
<table class="wikitable" style="width: 100%;">
* Organize users, drivers, and trucks by location
<tr>
* Control time zone behavior in BorderConnect
<th style="width: 30%;">Action</th>
* Support CSA and warehouse workflows
<th>Function</th>
</tr>
<tr>
<td><strong>New Canadian Carrier Code</strong></td>
<td>Adds a new carrier code and carrier name to the account.</td>
</tr>
<tr>
<td><strong>RNS / ACI Registration</strong></td>
<td>Generates application forms for CBSA if the code is not yet registered for PARS or ACI.</td>
</tr>
<tr>
<td><strong>Delete</strong></td>
<td>Deactivates the code, removing it from selection lists on manifests.</td>
</tr>
</table>


=== Terminal Actions ===
<div class="bc-did-you-know" style="margin-top: 15px;">
<strong>Support Tip:</strong> Registration processes can be complex. We recommend contacting BorderConnect Support at <strong>800-596-5176</strong> for assistance with adding new codes.
</div>


;New Terminal
<h3>SCAC Codes (USA)</h3>
: Adds a new terminal to the account. Users are prompted to enter terminal details and save.
[[File:Scaccodecompany1.png|800px|thumb|center|Managing SCAC Codes]]
;Export CSA (Flat File)
<p>Controls SCAC codes for ACE Manifests. These are available for transmission immediately after adding.</p>
: Generates a CSA flat file of terminal data. Used only by CSA-approved carriers who are not transmitting CSA shipments electronically.
<div class="bc-cleanlist">
;View
* <strong>New SCAC Code:</strong> Adds a new SCAC and carrier name.
: Displays terminal details, including assigned users. Use '''Back to Company''' to return.
* <strong>Deactivate:</strong> Removes the SCAC from active selection lists.
;Edit
</div>
: Allows terminal information to be updated.
</div>
;Delete
: Removes a terminal. This is not permitted if:
:* Users, drivers, or trucks are assigned to the terminal
:* It is the only terminal on the account


== Canadian Carrier Codes List ==
<h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">Sub Locations (Warehouses)</h2>


[[File:Canadiancarriercodecompany1.png|800px]]
<div class="bc-card">
[[File:sub-location-listing-company-page.png|800px|thumb|center|Managing Sub Locations]]
<p>This section manages [[Sub_Location_(Canadian_Shipments)|Sub Location Codes]] used when sending RNS Arrival Requests to CBSA for sufferance warehouses.</p>


This section manages the list of [[Carrier_Code_(CBSA)|Canadian Carrier Codes]] associated with the account.
<table class="wikitable" style="width: 100%;">
<tr>
<th style="width: 25%;">Action</th>
<th>Function</th>
</tr>
<tr>
<td><strong>New Sub Location</strong></td>
<td>Adds a new warehouse sub location code to the account.</td>
</tr>
<tr>
<td><strong>RNS Registration</strong></td>
<td>Generates an RNS application if the code is not yet registered.</td>
</tr>
<tr>
<td><strong>Delete</strong></td>
<td>Removes the sub location code from the account.</td>
</tr>
</table>
</div>


Carrier codes listed here:
<h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">Shipment Histories</h2>
* Appear in carrier selection for [[ACI_eManifest_Software_User_Guide_(CBSA)|ACI eManifests]]
* May only be transmitted once approved by CBSA for use through BorderConnect


=== Canadian Carrier Code Actions ===
<div class="bc-card">
[[File:Shipmenthistory1.png|800px|thumb|center|Viewing usage history]]
<p>The Shipment Histories section provides a consolidated view of how the account uses BorderConnect services, including usage of eManifests and Fax services.</p>


;New Canadian Carrier Code
<p>This data is used for:</p>
: Adds a new carrier code and carrier name to the account.
<div class="bc-cleanlist">
;RNS Registration
* Internal usage tracking.
: Appears if the carrier code is not registered for [[PARS_Checking_Software_User_Guide_(CBSA_Shipments)|PARS Checking]]. Generates an RNS application for CBSA.
* Monthly invoicing calculations.
;ACI Registration
* Auditing shipment volumes by product type.
: Appears if the carrier code is not registered for ACI eManifest. Generates an ACI application for CBSA.
</div>
;Edit
</div>
: Allows editing of carrier name. If the code has already been used, only the name may be changed.
;Delete
: Deactivates the carrier code. Deleted codes remain visible but are removed from selection lists.


{{note|
{{AppPromo}}
Because registration processes can be complexβ€”especially with multiple carrier codesβ€”BorderConnect recommends contacting support at '''800-596-5176''' for assistance.
|info}}


== SCAC Codes List ==
</div>
Β 
[[File:Scaccodecompany1.png|800px]]
Β 
This section manages [[Standard_Carrier_Alpha_Code_(CBP)|SCAC Codes]] for use with [[ACE_Manifest_Software_User_Guide_(CBP)|ACE Manifests]].
Β 
SCAC codes added here:
* Appear in SCAC selection drop-downs
* Are available for ACE transmission immediately
Β 
=== SCAC Code Actions ===
Β 
;New SCAC Code
: Adds a new SCAC code and carrier name.
;Edit
: Allows the carrier name to be updated. If the SCAC has been used, only the name may be edited.
;Deactivate
: Deactivates the SCAC code. Deactivated codes remain listed but cannot be selected on manifests.
Β 
== Sub Locations List ==
Β 
[[File:sub-location-listing-company-page.png|800px]]
Β 
This section manages [[Sub_Location_(Canadian_Shipments)|Sub Location Codes]] used when sending RNS Arrival Requests to CBSA for warehouses.
Β 
=== Sub Location Actions ===
Β 
;New Sub Location
: Adds a new sub location code to the account.
;RNS Registration
: Appears if the carrier code is not registered for PARS Checking and allows generation of an RNS application.
;ACI Registration
: Appears if the carrier code is not registered for ACI eManifest.
;Delete
: Removes the sub location code from the account.
Β 
== Shipment Histories ==
Β 
[[File:Shipmenthistory1.png|800px]]
Β 
The Shipment Histories section provides a consolidated view of how the account uses BorderConnect services.
Β 
This section displays:
* Shipment counts by product
* Usage of eManifest services
* Usage of BorderConnect’s Fax Service
Β 
The data shown here is used for:
* Internal reporting
* Usage tracking
* Monthly invoicing calculations


[[Category:BorderConnect Software User Guide]]
[[Category:BorderConnect Software User Guide]]