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}} | ||
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<h1>Company Details Page</h1> | |||
<p>The central hub for managing company settings, carrier codes, terminals, and usage history.</p> | |||
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<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> | |||
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= | <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> | |||
<p>This page is primarily used to maintain:</p> | |||
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* Company and billing information. | |||
* Terminals and time zone settings. | |||
* Canadian [[Carrier_Code_(CBSA)|Carrier Codes]] and U.S. [[Standard_Carrier_Alpha_Code_(CBP)|SCAC Codes]]. | |||
* Warehouse [[Sub_Location_(Canadian_Shipments)|Sub Location Codes]]. | |||
* Historical shipment usage for billing and auditing. | |||
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| SCAC Codes | |||
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== Company Details | <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>. | |||
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<h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">Company & Billing Information</h2> | |||
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[[File:Billingdetails1.png|800px|thumb|center|Managing billing details]] | |||
<p>This section displays the registered company name and billing address.</p> | |||
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* <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. | |||
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<h3>Billing Contacts</h3> | |||
<p>Lists the point-of-contact information (Name, Email, Phone) used for BorderConnect invoicing and billing communications.</p> | |||
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<h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">Terminals Management</h2> | |||
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[[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> | |||
== | <table class="wikitable" style="width: 100%;"> | ||
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<th style="width: 25%;">Action</th> | |||
<th>Function</th> | |||
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<td><strong>New Terminal</strong></td> | |||
<td>Adds a new terminal to the account. Users are prompted to enter terminal details and save.</td> | |||
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<td><strong>View / Edit</strong></td> | |||
<td>Review details, including assigned users, or update terminal information.</td> | |||
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<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> | |||
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<td><strong>Export CSA</strong></td> | |||
<td>Generates a CSA flat file (for CSA-approved carriers not using EDI).</td> | |||
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<h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">Carrier Codes & SCACs</h2> | |||
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<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> | |||
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<th style="width: 30%;">Action</th> | |||
<th>Function</th> | |||
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<td><strong>New Canadian Carrier Code</strong></td> | |||
<td>Adds a new carrier code and carrier name to the account.</td> | |||
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<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> | |||
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<td><strong>Delete</strong></td> | |||
<td>Deactivates the code, removing it from selection lists on manifests.</td> | |||
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== | <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. | |||
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<h3>SCAC Codes (USA)</h3> | |||
[[File:Scaccodecompany1.png|800px|thumb|center|Managing SCAC Codes]] | |||
<p>Controls SCAC codes for ACE Manifests. These are available for transmission immediately after adding.</p> | |||
: | <div class="bc-cleanlist"> | ||
* <strong>New SCAC Code:</strong> Adds a new SCAC and carrier name. | |||
* <strong>Deactivate:</strong> Removes the SCAC from active selection lists. | |||
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: | </div> | ||
: Removes | |||
= | <h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">Sub Locations (Warehouses)</h2> | ||
[[File: | <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> | |||
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<th style="width: 25%;">Action</th> | |||
<th>Function</th> | |||
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<td><strong>New Sub Location</strong></td> | |||
<td>Adds a new warehouse sub location code to the account.</td> | |||
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<td><strong>RNS Registration</strong></td> | |||
<td>Generates an RNS application if the code is not yet registered.</td> | |||
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<td><strong>Delete</strong></td> | |||
<td>Removes the sub location code from the account.</td> | |||
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<h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">Shipment Histories</h2> | |||
= | <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> | |||
<p>This data is used for:</p> | |||
: | <div class="bc-cleanlist"> | ||
* Internal usage tracking. | |||
* Monthly invoicing calculations. | |||
* Auditing shipment volumes by product type. | |||
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[[Category:BorderConnect Software User Guide]] | [[Category:BorderConnect Software User Guide]] | ||