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

← Older edit Newer edit →

@@ Line 1: / Line 1: @@
-[[File:Acishipcon2.png|400px|thumb|right|Viewing the ACI '''Search for Shipper/Consignee''' page]]
+[[File:Acishipcon2.png|400px|thumb|right|Viewing the ACI Search for Shipper/Consignee page]]
-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'.
+The '''ACI Shipper/Consignee Search Page''' is where you manage the address profiles used on ACI shipments in BorderConnect’s ACI eManifest system.
-;Create New Button
+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:
-: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.
-;Search By Button
+* Correct name or address errors
-: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.
+* Remove duplicate profiles
+* Review existing shipper and consignee records
-;Export Data (CSV)
+You can access this page from the '''ACI eManifests''' menu by selecting '''Shippers & Consignees'''.
-:Exports the currently displayed search results to a spreadsheet in CSV format.
+__TOC__
+== Main controls ==
+{| class="wikitable"
+! Button !! Purpose
+|-
+| 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]]
-== Search Section ==
+{{note|Most profiles are automatically created while building an ACI shipment. Manual creation is typically used for cleanup, corrections, or bulk setup.|info}}
-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.
+== Creating a new profile ==
+# Click '''Create New'''
+# Select one of the following:
+#* Shipper
+#* Consignee
+#* Delivery Destination
+#* Notify Party
+# Enter the name and address details
+# Click '''Save'''
+The new profile will immediately become available for use on ACI shipments.
+== Search section ==
+Use the search filters to quickly locate profiles.
+You can search by:
+* Profile type
+* Company or individual name
+* Address fields
+* Comments
+By default, the page displays all '''Shipper''' profiles.
+{| class="wikitable"
+! Button !! What it does
+|-
+| Search || Runs the search using your selected filters
+|-
+| Reset || Returns to default view (all Shippers)
+|-
+| Clear || Empties all search fields for a new search
+|}
+== Results section ==
+The results table displays matching profiles with management options.
+Each row includes:
+* Profile name and address
+* Edit link
+* Delete link
+Use the arrow controls to move between pages when many results are returned.
+=== 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.
-;Search Button
+{{note|Deleting a profile does not affect historical manifests but removes it from future selection lists.|info}}
-: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.
-;Reset Button
-: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 ==
+== Recommended cleanup workflow ==
+<pre>
+Open Shippers & Consignees
+   ↓
+Search by name or address
+   ↓
+Merge or delete duplicates
+   ↓
+Correct any outdated addresses
+</pre>
-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.
+== 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}}
-;Edit
+== Related pages ==
-: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.
+* [[ACI_Shipment_Details_Page_(ACI_eManifest)|ACI Shipment Details Page]]
+* [[Start_New_ACI_Shipment_Page_(ACI_eManifest)|Start New ACI Shipment Page]]
-;Delete
+[[Category:BorderConnect Software User Guide]]
-:Used to delete a Shipper, Consignee, Delivery Destination or Notify Party. Clicking on this link will remove the Profile from the system.