Jump to content
🚛
Streamline your cross-border operation. From ACE & ACI eManifests to PARS tracking and U.S. In-Bond filing, BorderConnect is the fastest way to cross.
Start Free Trial

Company Details Page: Difference between revisions

From BorderConnect Wiki
← Older edit
No edit summary
No edit summary
 
(6 intermediate revisions by the same user not shown)
Line 1: Line 1:
{{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|thumb|right|400px|the Company Details section]]The '''Company Details Page''' in [https://www.borderconnect.com BorderConnect] is accessed under the Account menu and allows the user to manage a few key lists related to the setup of their company account, most notably the Canadian [[Carrier_Code_(CBSA)|Carrier Code]] List and the [[Standard_Carrier_Alpha_Code_(CBP)|SCAC]] Codes List.
<div class="bc-wrap">


== Company Details Section ==
<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 section of the page displays the company name and billing address for the account. Users logged in as 'Super User' will also see an Edit Company button displayed directly above that will allow the name or address to be updated. Users logged in as 'Normal User' will not have this option.
<div class="bc-card">


== Billing Contacts Section ==
<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>


[[File:Billingdetails1.png|800px]]
<p>This page is primarily used to maintain:</p>
<div class="bc-cleanlist">
* 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.
</div>


This section of the page displays the person of contact for billing purposes name which includes their email address and phone number.
<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>


== Terminals List ==
<div style="clear: both;"></div>
</div>


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


This section of the page displays the list of terminals for the account, and allows the user options to update it. Terminals are used in BorderConnect to help sort user accounts, driver profiles and truck profiles for companies that are accounting for multiple locations. User accounts that are assigned to a terminal will view times in BorderConnect according to the time zone set for that terminal.
<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>


;New Terminal Button
<h3>Billing Contacts</h3>
:Allows the user to add a new terminal to the list. Clicking on this button will bring the user to a page where the terminal information can be entered. Clicking Save will then return the user to the Company Details Page.
<p>Lists the point-of-contact information (Name, Email, Phone) used for BorderConnect invoicing and billing communications.</p>
</div>


;Export CSA (Flat File) Button
<h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">Terminals Management</h2>
:Produces a CSA Flat File of the terminals entered on the account. Only used by CSA approved carriers who are electing not to [[CSA_(CBSA_Shipment_Type)|transmit their CSA shipments electronically]].


;View
<div class="bc-card">
:Brings the user to a page that displays more detailed information for the terminal, including a list of user accounts that are assigned to the terminal. The user can click the Back to Company button to return to the Company Details Page.
[[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>


;Edit
<table class="wikitable" style="width: 100%;">
:Allows the user to edit the details for the terminal. It will bring the user to a page where the information can be updated. Clicking Save will return the user to the Company Details Page.
<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>


;Delete
<h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">Carrier Codes & SCACs</h2>
:Removes the terminal from the terminal list. This will not be allowed if the terminal currently has users, drivers or trucks assigned to it, or if it is the only terminal in the list.


== Canadian Carrier Codes List ==
<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>


[[File:Canadiancarriercodecompany1.png|800px]]
<table class="wikitable" style="width: 100%;">
<tr>
<th style="width: 30%;">Action</th>
<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>


This section of the page displays the list of [[Carrier Code (CBSA)|Canadian Carrier Codes]] for the account. This list will determine which carrier codes appear in the carrier code selection for [[ACI_eManifest_Software_User_Guide_(CBSA)|ACI eManifests]], although the user will only be allowed to transmit data for carrier codes which have been approved by CBSA for user through BorderConnect.
<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 Canadian Carrier Code Button
<h3>SCAC Codes (USA)</h3>
:Allows the user to add a new carrier code to the list. Clicking on this button will bring the user to a page where the carrier code and carrier name can be entered. Clicking Save will return the user to the Company Details Page.
[[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.
</div>
</div>


;RNS Registration
<h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">Sub Locations (Warehouses)</h2>
:Only appears when the carrier code is not already set up for BorderConnect's [[PARS_Checking_Software_User_Guide_(CBSA_Shipments)|PARS Checking Software]]. Clicking on this link will allow the user to generate an RNS application for CBSA, which would allow the carrier code to be set up for PARS checking through BorderConnect. Because the application process can be complicated, particularly when multiple carrier codes are entered on one account, it is recommended to call BorderConnect at 800-596-5176 for assistance.


;ACI Registration
<div class="bc-card">
:Only appears when the carrier code is not already set up for ACI eManifest through BorderConnect. Clicking on this link will allow the user to generate an ACI application for CBSA to allow the carrier code to be transmitted in ACI through BorderConnect.
[[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>


;Edit
<table class="wikitable" style="width: 100%;">
:Allows the user to edit the information for the carrier code. If the carrier code has been used or is the original carrier code for the account, only the company name will be allowed to be edited. Once the changes are made clicking Save will return the user to the Company Details Page.
<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>


;Delete
<h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">Shipment Histories</h2>
:Deletes the carrier code. Carrier codes that have been deleted will remain on the carrier codes list but will no longer appear in carrier code selection drop downs. e.g. for use in ACI eManifests.


== SCAC Codes List ==
<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>


[[File:Scaccodecompany1.png|800px]]
<p>This data is used for:</p>
<div class="bc-cleanlist">
* Internal usage tracking.
* Monthly invoicing calculations.
* Auditing shipment volumes by product type.
</div>
</div>


This section of the page displays the list of [[Standard_Carrier_Alpha_Code_(CBP)|SCAC Codes]] for the account. This list will determine which carrier codes appear in the SCAC code selection for [[ACE_Manifest_Software_User_Guide_(CBP)|ACE Manifests]]. SCAC Codes added here will be available to transmit ACE data immediately.
{{AppPromo}}


;New SCAC Code Button
</div>
:Allows the user to add a new SCAC code to the list. Clicking on this button will bring the user to a page where the SCAC code and carrier name can be entered. Clicking Save will return the user to the Company Details Page.
 
;Edit
:Allows the user to edit the information for the SCAC code. If the SCAC code has been used or is the original SCAC code for the account, only the company name will be allowed to be edited. Once the changes are made clicking Save will return the user to the Company Details Page.
 
;Deactivate
:Deactivates the SCAC code. SCAC codes that have been deactivated will remain on the SCAC codes list but will no longer appear in SCAC code selection drop downs. e.g. for use in ACE eManifests.
 
== Sub Locations List ==
 
[[File:sub-location-listing-company-page.png|800px]]
 
This section of the page displays the list of [[Sub_Location_(Canadian_Shipments)|Sub Location Codes]] for the account. This list will determine which sub location codes appear in the Sub location code selection for sending New RNS Arrival Requests to CBSA for warehouses.
 
;New Sub Location Button
:Allows the user to add a new Sub Location code to the list. Clicking on this button will bring the user to a page where the Sub Location can be quick assigned. Clicking Save will return the user to the Company Details Page.
 
;RNS Registration
:Only appears when the carrier code is not already set up for BorderConnect's [[PARS_Checking_Software_User_Guide_(CBSA_Shipments)|PARS Checking Software]]. Clicking on this link will allow the user to generate an RNS application for CBSA, which would allow the carrier code to be set up for PARS checking through BorderConnect. Because the application process can be complicated, particularly when multiple carrier codes are entered on one account, it is recommended to call BorderConnect at 800-596-5176 for assistance.
 
;ACI Registration
:Only appears when the carrier code is not already set up for ACI eManifest through BorderConnect. Clicking on this link will allow the user to generate an ACI application for CBSA to allow the carrier code to be transmitted in ACI through BorderConnect.
 
;Delete
:Deletes the Sub Location code from the Company Details page and Sub Location listing.
 
== Shipment Histories ==
 
[[File:Shipmenthistory1.png|800px]]
 
This section of the page displays a comprehensive list detailing the account's use of BorderConnect. The user will be able to see how many shipments have been done under each type of BorderConnect software subscription as well as BorderConnect's eManifest Fax Service. The Shipment Histories section can be very useful for users looking to keep tabs on their overall shipment tallies, especially for billing purposes. The figures here will be used at the end of each month for invoicing BorderConnect clients.


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

Latest revision as of 11:46, 6 February 2026

🔖 This article is part of the BorderConnect Software User Guide

Company Details Page

The central hub for managing company settings, carrier codes, terminals, and usage history.

Type: Admin Settings System: Account Management

Overview

The Company Details main workspace

The Company Details Page in BorderConnect is accessed from the Account menu and allows users to manage key company-level configuration items.

This page is primarily used to maintain:

How to Access: Navigate to the Account menu and select Company Details.

Company & Billing Information

Managing billing details

This section displays the registered company name and billing address.

  • Super Users: Can click Edit Company to update the legal name or address.
  • Normal Users: View this information in read-only mode.

Billing Contacts

Lists the point-of-contact information (Name, Email, Phone) used for BorderConnect invoicing and billing communications.

Terminals Management

Managing company terminals

Terminals are used to organize users, drivers, and trucks by location and control time zone behaviors.

Action Function
New Terminal Adds a new terminal to the account. Users are prompted to enter terminal details and save.
View / Edit Review details, including assigned users, or update terminal information.
Delete Removes a terminal.
Note: You cannot delete a terminal if active users, drivers, or trucks are assigned to it.
Export CSA Generates a CSA flat file (for CSA-approved carriers not using EDI).

Carrier Codes & SCACs

Canadian Carrier Codes

Managing Canadian Carrier Codes

Controls which codes appear on ACI eManifests. Codes listed here must be approved by CBSA for use through BorderConnect.

Action Function
New Canadian Carrier Code Adds a new carrier code and carrier name to the account.
RNS / ACI Registration Generates application forms for CBSA if the code is not yet registered for PARS or ACI.
Delete Deactivates the code, removing it from selection lists on manifests.

Support Tip: Registration processes can be complex. We recommend contacting BorderConnect Support at 800-596-5176 for assistance with adding new codes.

SCAC Codes (USA)

Managing SCAC Codes

Controls SCAC codes for ACE Manifests. These are available for transmission immediately after adding.

  • New SCAC Code: Adds a new SCAC and carrier name.
  • Deactivate: Removes the SCAC from active selection lists.

Sub Locations (Warehouses)

Managing Sub Locations

This section manages Sub Location Codes used when sending RNS Arrival Requests to CBSA for sufferance warehouses.

Action Function
New Sub Location Adds a new warehouse sub location code to the account.
RNS Registration Generates an RNS application if the code is not yet registered.
Delete Removes the sub location code from the account.

Shipment Histories

Viewing usage history

The Shipment Histories section provides a consolidated view of how the account uses BorderConnect services, including usage of eManifests and Fax services.

This data is used for:

  • Internal usage tracking.
  • Monthly invoicing calculations.
  • Auditing shipment volumes by product type.
📱

eManifesting in your pocket. Process ACE & ACI eManifests, track shipments in real-time, and upload documents instantly—anytime, anywhere.

Download on theApp Store GET IT ONGoogle Play

Retrieved from "https://wiki.borderconnect.com/index.php?title=Company_Details_Page&oldid=3014"