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ACI Shipper/Consignee Search Page (ACI eManifest): Difference between revisions

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[[File:Acishipcon2.png|400px|thumb|right|Viewing the ACI '''Search for Shipper/Consignee''' page]]{{#ev:youtube|OYqp6W3gnow|360|right|How to create ACI shippers and consignees in BorderConnect.}}
{{note|This article is part of the [[BorderConnect_Software_User_Guide|BorderConnect Software User Guide]]|info}}


The '''ACI Shipper/Consignee Search Page''' is a page in BorderConnect [https://www.borderconnect.com/aci-e-manifest/index.htm ACI eManifest software] allows the user to manage the Shipper and Consignee Profiles used by ACI Shipments, commonly to remove duplicates or correct errors. It can be accessed under the ACI eManifests menu by clicking 'Shippers & Consignees'.
<div class="bc-wrap">


;Create New Button
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:Used to add a new Shipper, Consignee, Delivery Destination or Notification Party. Although normally this is done automatically while entering an ACI Shipment, which is generally more efficient. Moving the mouse over this button will display the choice between creating a Shipper, Consignee, Delivery Destination or Notify Party. Clicking on one of these options will bring the user to a separate page (shown below) where the name and address can be entered. Once entered, clicking 'Save' will add the Profile and return the user to the ACI Shipper/Consignee Search Page.
<h1>ACI Shipper/Consignee Search Page</h1>
<p>A master data tool for managing shipper, consignee, and other trade party profiles for ACI eManifests.</p>
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<span class="bc-article-pill"><i class="fas fa-address-book"></i> Type: Master Data</span>
<span class="bc-article-pill"><i class="fas fa-flag"></i> Country: Canada (CBSA)</span>
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[[File:Acishipcon3.png|800px]]
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;Search By Button
<h2 style="margin-top: 0;">Overview</h2>
:Used to select which type of Profile to search for. By default the search will display only Shippers. Moving the mouse over this button will display the choice between Shippers, Consignees, Delivery Destinations, or Notify Parties.
<p>The <strong>ACI Shipper/Consignee Search Page</strong> is where you manage the address profiles used on ACI shipments in BorderConnect’s ACI eManifest system.</p>


;Export Data (CSV)
<p>These profiles are stored and reused across shipments to speed up data entry and ensure consistent reporting to CBSA. While profiles are usually created automatically during shipment entry, this page allows you to:</p>
:Exports the currently displayed search results to a spreadsheet in CSV format.
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* Correct name or address errors.
* Remove duplicate profiles.
* Review existing shipper and consignee records.
* Bulk export data for auditing.
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== Search Section ==
[[File:Acishipcon2.png|800px|thumb|center|Viewing the ACI Search for Shipper/Consignee page]]
This section of the page allows the user to search for Shippers, Consignees, Delivery Destinations and Notify Parties by Type, Name, Address or Comments. By default it will display all Shippers.


;Search Button
<div class="bc-did-you-know" style="margin-top: 15px;">
:Used to search using search options listed above. Once the desired search options have been entered, clicking on this button will search for matching results and display them in the Results Section below.
<strong>How to Access:</strong> Navigate to the <strong>ACI eManifests</strong> menu and select <strong>Shippers & Consignees</strong>.
;Reset Button
</div>
:Used to reset the search options to the default setting. Clicking on this button will set the Type to Shipper and clear all other search options to display all Shippers.
;Clear Button
:Used to clear all search options. Clicking on this button will set all search options to blank so the user can enter new search options instead.


== Results Section ==
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This section of the page displays the search results generated by the search options in the Search Section. Each result will include an 'Edit' and 'Delete' link. If more than one page of results is displayed, the arrow icons can be used to view the other pages.
<h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">Main Controls</h2>


;Edit
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:Used to edit a Shipper, Consignee, Delivery Destination or Notify Party. Clicking on this button link will bring the user to a separate page where the changes can be made. Clicking 'Save' from there will update the Profile and return the user to the ACI Shipper/Consignee Search Page.
[[File:Acishipcon3.png|800px|thumb|center|The Profile Management Interface]]
<p>The control bar allows you to filter the list by profile type or add new entries manually.</p>


;Delete
<table class="wikitable" style="width: 100%;">
:Used to delete a Shipper, Consignee, Delivery Destination or Notify Party. Clicking on this link will remove the Profile from the system.
<tr>
<th style="width: 25%;">Button</th>
<th>Purpose</th>
</tr>
<tr>
<td><strong>Create New</strong></td>
<td>Add a new profile manually (Shipper, Consignee, Delivery Destination, or Notify Party).</td>
</tr>
<tr>
<td><strong>Search By</strong></td>
<td>Toggle the list view between <strong>Shippers</strong>, <strong>Consignees</strong>, <strong>Delivery Destinations</strong>, or <strong>Notify Parties</strong>.</td>
</tr>
<tr>
<td><strong>Export Data (CSV)</strong></td>
<td>Download the current search results to a spreadsheet for external review.</td>
</tr>
</table>
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<h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">Creating a New Profile</h2>
 
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<p>Most profiles are created automatically while building a shipment. However, you can manually create profiles here for setup or cleanup purposes.</p>
 
<h3>Steps to Create</h3>
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1. Click <strong>Create New</strong>.
2. Select the type: <strong>Shipper</strong>, <strong>Consignee</strong>, <strong>Delivery Destination</strong>, or <strong>Notify Party</strong>.
3. Enter the full <strong>Name</strong> and <strong>Address</strong> details.
4. Click <strong>Save</strong>.
</div>
<p><em>The new profile will immediately become available in the auto-complete dropdowns on ACI shipments.</em></p>
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<h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">Search and Management</h2>
 
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<p>Use the search filters to quickly locate specific profiles by <strong>Name</strong>, <strong>Address</strong>, or <strong>Comments</strong>. By default, the page displays all <strong>Shipper</strong> profiles.</p>
 
<h3>Managing Results</h3>
<p>The results table displays all matching profiles. You can manage them using the actions in each row:</p>
 
<table class="wikitable" style="width: 100%;">
<tr>
<th style="width: 20%;">Action</th>
<th>Function</th>
</tr>
<tr>
<td><strong>Edit</strong></td>
<td>Update the name, address, or internal comments. Saving applies the changes immediately for future shipments.</td>
</tr>
<tr>
<td><strong>Delete</strong></td>
<td>Remove the profile from BorderConnect. <br><em>Note: Deleting a profile does not affect historical manifests, but removes it from future selection lists.</em></td>
</tr>
</table>
</div>
 
<h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">Best Practices</h2>
 
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<h3>Recommended Cleanup Workflow</h3>
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1. <strong>Open</strong> Shippers & Consignees.
2. <strong>Search</strong> by name to find duplicates (e.g., "ABC Corp" vs. "ABC Corporation").
3. <strong>Merge/Delete</strong> the duplicate or incorrect entries.
4. <strong>Correct</strong> any addresses that have caused prior CBSA rejects.
</div>
 
<h3>Tips</h3>
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* Let the system auto-create profiles during shipment entry whenever possible to save time.
* Periodically review your list for duplicates to keep the dropdowns clean.
* Keep addresses formatted clearly to ensure smooth customs processing.
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[[Category:BorderConnect Software User Guide]]
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