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


The '''ACI Shipper/Consignee Search Page''' is where you manage the address profiles used on ACI shipments in BorderConnect’s ACI eManifest system.
<div class="bc-wrap">


These profiles are reused across shipments and help speed up data entry while keeping shipper and consignee information consistent. This page is most commonly used to:
<div class="bc-article-hero">
<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>
<div class="bc-article-meta">
<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>
</div>
</div>


* Correct name or address errors 
<div class="bc-card">
* Remove duplicate profiles 
* Review existing shipper and consignee records 


You can access this page from the '''ACI eManifests''' menu by selecting '''Shippers & Consignees'''.
<h2 style="margin-top: 0;">Overview</h2>
<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>


__TOC__
<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>
<div class="bc-cleanlist">
* Correct name or address errors.
* Remove duplicate profiles.
* Review existing shipper and consignee records.
* Bulk export data for auditing.
</div>


== Main controls ==
[[File:Acishipcon2.png|800px|thumb|center|Viewing the ACI Search for Shipper/Consignee page]]


{| class="wikitable"
<div class="bc-did-you-know" style="margin-top: 15px;">
! Button !! Purpose
<strong>How to Access:</strong> Navigate to the <strong>ACI eManifests</strong> menu and select <strong>Shippers & Consignees</strong>.
|-
</div>
| Create New || Add a new shipper, consignee, delivery destination, or notify party profile
|-
| Search By || Choose which profile type to view (Shippers, Consignees, Delivery Destinations, Notify Parties)
|-
| Export Data (CSV) || Download the current results to a spreadsheet
|}


[[File:Acishipcon3.png|800px]]
<div style="clear: both;"></div>
</div>


{{note|Most profiles are automatically created while building an ACI shipment. Manual creation is typically used for cleanup, corrections, or bulk setup.|info}}
<h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">Main Controls</h2>


== Creating a new profile ==
<div class="bc-card">
[[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>


# Click '''Create New'''
<table class="wikitable" style="width: 100%;">
# Select one of the following:
<tr>
#* Shipper
<th style="width: 25%;">Button</th>
#* Consignee
<th>Purpose</th>
#* Delivery Destination
</tr>
#* Notify Party
<tr>
# Enter the name and address details
<td><strong>Create New</strong></td>
# Click '''Save'''
<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>
</div>


The new profile will immediately become available for use on ACI shipments.
<h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">Creating a New Profile</h2>


== Search section ==
<div class="bc-card">
<p>Most profiles are created automatically while building a shipment. However, you can manually create profiles here for setup or cleanup purposes.</p>


Use the search filters to quickly locate profiles.
<h3>Steps to Create</h3>
<div class="bc-cleanlist">
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>
</div>


You can search by:
<h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">Search and Management</h2>


* Profile type 
<div class="bc-card">
* Company or individual name 
<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>
* Address fields 
* Comments


By default, the page displays all '''Shipper''' profiles.
<h3>Managing Results</h3>
<p>The results table displays all matching profiles. You can manage them using the actions in each row:</p>


{| class="wikitable"
<table class="wikitable" style="width: 100%;">
! Button !! What it does
<tr>
|-
<th style="width: 20%;">Action</th>
| Search || Runs the search using your selected filters
<th>Function</th>
|-
</tr>
| Reset || Returns to default view (all Shippers)
<tr>
|-
<td><strong>Edit</strong></td>
| Clear || Empties all search fields for a new search
<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>


== Results section ==
<h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">Best Practices</h2>


The results table displays matching profiles with management options.
<div class="bc-card">
<h3>Recommended Cleanup Workflow</h3>
<div class="bc-cleanlist">
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>


Each row includes:
<h3>Tips</h3>
<div class="bc-cleanlist">
* 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.
</div>
</div>


* Profile name and address 
{{AppPromo}}
* Edit link 
* Delete link 


Use the arrow controls to move between pages when many results are returned.
</div>
 
=== Edit ===
Opens the profile so you can update the name, address, or comments. 
Saving applies the changes immediately across future shipments.
 
=== Delete ===
Removes the profile from BorderConnect.
 
{{note|Deleting a profile does not affect historical manifests but removes it from future selection lists.|info}}
 
== Recommended cleanup workflow ==
<pre>
Open Shippers & Consignees
  ↓
Search by name or address
  ↓
Merge or delete duplicates
  ↓
Correct any outdated addresses
</pre>
 
== Best practices ==
{{note|
• Let the system auto-create profiles during shipment entry whenever possible 
• Periodically review for duplicates 
• Keep addresses formatted clearly for customs processing 
• Avoid deleting profiles currently in active use unless correcting errors 
|info}}
 
== Related pages ==
* [[ACI_Shipment_Details_Page_(ACI_eManifest)|ACI Shipment Details Page]] 
* [[Start_New_ACI_Shipment_Page_(ACI_eManifest)|Start New ACI Shipment Page]] 


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

Latest revision as of 17:09, 19 February 2026

🔖 This article is part of the BorderConnect Software User Guide

ACI Shipper/Consignee Search Page

A master data tool for managing shipper, consignee, and other trade party profiles for ACI eManifests.

Type: Master Data Country: Canada (CBSA)

Overview

The ACI Shipper/Consignee Search Page is where you manage the address profiles used on ACI shipments in BorderConnect’s ACI eManifest system.

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:

  • Correct name or address errors.
  • Remove duplicate profiles.
  • Review existing shipper and consignee records.
  • Bulk export data for auditing.
Viewing the ACI Search for Shipper/Consignee page

How to Access: Navigate to the ACI eManifests menu and select Shippers & Consignees.

Main Controls

The Profile Management Interface

The control bar allows you to filter the list by profile type or add new entries manually.

Button Purpose
Create New Add a new profile manually (Shipper, Consignee, Delivery Destination, or Notify Party).
Search By Toggle the list view between Shippers, Consignees, Delivery Destinations, or Notify Parties.
Export Data (CSV) Download the current search results to a spreadsheet for external review.

Creating a New Profile

Most profiles are created automatically while building a shipment. However, you can manually create profiles here for setup or cleanup purposes.

Steps to Create

1. Click Create New. 2. Select the type: Shipper, Consignee, Delivery Destination, or Notify Party. 3. Enter the full Name and Address details. 4. Click Save.

The new profile will immediately become available in the auto-complete dropdowns on ACI shipments.

Search and Management

Use the search filters to quickly locate specific profiles by Name, Address, or Comments. By default, the page displays all Shipper profiles.

Managing Results

The results table displays all matching profiles. You can manage them using the actions in each row:

Action Function
Edit Update the name, address, or internal comments. Saving applies the changes immediately for future shipments.
Delete Remove the profile from BorderConnect.
Note: Deleting a profile does not affect historical manifests, but removes it from future selection lists.

Best Practices

Recommended Cleanup Workflow

1. Open Shippers & Consignees. 2. Search by name to find duplicates (e.g., "ABC Corp" vs. "ABC Corporation"). 3. Merge/Delete the duplicate or incorrect entries. 4. Correct any addresses that have caused prior CBSA rejects.

Tips

  • 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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