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Company Details Page: Difference between revisions

Created page with "{{note|This article is part of the BorderConnect Software User Guide|info}} thumb|600|right|Company Details PageThe '''Company Details Page''' in [https://www.borderconnect.com BorderConnect] allows the user to manage a few key lists related to the setup of their company account, most notably the Canadian Carrier Code List and the SCAC Codes L..."
 
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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:Companydetails1.png|thumb|600|right|Company Details Page]]The '''Company Details Page''' in [https://www.borderconnect.com BorderConnect] 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. It can be accessed under the Account menu by selecting the option 'Company'.
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.
 
This page is primarily used to maintain:
* 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
 
[[File:company-details-section.png|800px]]
 
== Overview of Company Details Sections ==
 
{| class="wikitable"
! Section
! Purpose
|-
| Company Details
| Displays company name and billing address
|-
| Billing Contacts
| 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 ==
== Company Details Section ==


[[File:company-details-section.png|800px]]
This section displays the company name and billing address associated with the account.


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.
* Users logged in as '''Super User''' will see an '''Edit Company''' button, allowing updates to the company name or address.
* Users logged in as '''Normal User''' will see this information in read-only mode.


== Billing Contacts Section ==
== Billing Contacts Section ==
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[[File:Billingdetails1.png|800px]]
[[File:Billingdetails1.png|800px]]


This section of the page displays the person of contact for billing purposes name which includes their email address and phone number.
This section displays the billing contact information for the account, including:
* Contact name
* Email address
* Phone number
 
This information is used for invoicing and billing communications.


== Terminals List ==
== Terminals List ==
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[[File:Terminalslist1.png|800px]]
[[File:Terminalslist1.png|800px]]


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.
The Terminals List is used by companies that operate from multiple locations.


;New Terminal Button
Terminals help:
: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.
* Organize users, drivers, and trucks by location
* Control time zone behavior in BorderConnect
* Support CSA and warehouse workflows


;Export CSA (Flat File) Button
=== Terminal Actions ===
: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]].


;New Terminal
: Adds a new terminal to the account. Users are prompted to enter terminal details and save.
;Export CSA (Flat File)
: Generates a CSA flat file of terminal data. Used only by CSA-approved carriers who are not transmitting CSA shipments electronically.
;View
;View
: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.
: Displays terminal details, including assigned users. Use '''Back to Company''' to return.
 
;Edit
;Edit
: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.
: Allows terminal information to be updated.
 
;Delete
;Delete
: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.
: 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 ==
== Canadian Carrier Codes List ==
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[[File:Canadiancarriercodecompany1.png|800px]]
[[File:Canadiancarriercodecompany1.png|800px]]


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.
This section manages the list of [[Carrier_Code_(CBSA)|Canadian Carrier Codes]] associated with the account.
 
Carrier codes listed here:
* 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


;New Canadian Carrier Code Button
=== Canadian Carrier Code Actions ===
: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.


;New Canadian Carrier Code
: Adds a new carrier code and carrier name to the account.
;RNS Registration
;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.
: Appears if the carrier code is not registered for [[PARS_Checking_Software_User_Guide_(CBSA_Shipments)|PARS Checking]]. Generates an RNS application for CBSA.
 
;ACI Registration
;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.
: Appears if the carrier code is not registered for ACI eManifest. Generates an ACI application for CBSA.
 
;Edit
;Edit
: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.
: 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.


;Delete
{{note|
: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.
Because registration processes can be complex—especially with multiple carrier codes—BorderConnect recommends contacting support at '''800-596-5176''' for assistance.
|info}}


== SCAC Codes List ==
== SCAC Codes List ==
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[[File:Scaccodecompany1.png|800px]]
[[File:Scaccodecompany1.png|800px]]


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.
This section manages [[Standard_Carrier_Alpha_Code_(CBP)|SCAC Codes]] for use with [[ACE_Manifest_Software_User_Guide_(CBP)|ACE Manifests]].
 
SCAC codes added here:
* Appear in SCAC selection drop-downs
* Are available for ACE transmission immediately


;New SCAC Code Button
=== SCAC Code Actions ===
: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.


;New SCAC Code
: Adds a new SCAC code and carrier name.
;Edit
;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.
: Allows the carrier name to be updated. If the SCAC has been used, only the name may be edited.
 
;Deactivate
;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.
: Deactivates the SCAC code. Deactivated codes remain listed but cannot be selected on manifests.


== Sub Locations List ==
== Sub Locations List ==
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[[File:sub-location-listing-company-page.png|800px]]
[[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.
This section manages [[Sub_Location_(Canadian_Shipments)|Sub Location Codes]] used when sending RNS Arrival Requests to CBSA for warehouses.


;New Sub Location Button
=== Sub Location Actions ===
: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.


;New Sub Location
: Adds a new sub location code to the account.
;RNS Registration
;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.
: Appears if the carrier code is not registered for PARS Checking and allows generation of an RNS application.
 
;ACI Registration
;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.
: Appears if the carrier code is not registered for ACI eManifest.
 
;Delete
;Delete
:Deletes the Sub Location code from the Company Details page and Sub Location listing.
: Removes the sub location code from the account.


== Shipment Histories ==
== Shipment Histories ==
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[[File:Shipmenthistory1.png|800px]]
[[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.
The Shipment Histories section provides a consolidated view of how the account uses BorderConnect services.
 
This section displays:
* Shipment counts by product
* Usage of eManifest services
* Usage of BorderConnect’s Fax Service
 
The data shown here is used for:
* Internal reporting
* Usage tracking
* Monthly invoicing calculations


[[Category:BorderConnect Software User Guide]]
[[Category:BorderConnect Software User Guide]]
Retrieved from "https://wiki.borderconnect.com/index.php?title=Company_Details_Page"