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

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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:Acishipcon2.png|400px|thumb|right|Viewing the ACI Search for Shipper/Consignee page]]
<div class="bc-wrap">


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


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:
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* Correct name or address errors 
<h2 style="margin-top: 0;">Overview</h2>
* Remove duplicate profiles 
[[File:Acishipcon2.png|400px|thumb|right|Viewing the ACI Search for Shipper/Consignee page]]
* Review existing shipper and consignee records 
<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>
 
You can access this page from the '''ACI eManifests''' menu by selecting '''Shippers & Consignees'''.
 
__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]]
 
{{note|Most profiles are automatically created while building an ACI shipment. Manual creation is typically used for cleanup, corrections, or bulk setup.|info}}
 
== 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.
<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>
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* Correct name or address errors.
* Remove duplicate profiles.
* Review existing shipper and consignee records.
* Bulk export data for auditing.
</div>


== Search section ==
<div class="bc-did-you-know" style="margin-top: 15px;">
<strong>How to Access:</strong> Navigate to the <strong>ACI eManifests</strong> menu and select <strong>Shippers & Consignees</strong>.
</div>


Use the search filters to quickly locate profiles.
<div style="clear: both;"></div>
</div>


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


* Profile type
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* Company or individual name 
[[File:Acishipcon3.png|800px|thumb|center|The Profile Management Interface]]
* Address fields 
<p>The control bar allows you to filter the list by profile type or add new entries manually.</p>
* Comments 


By default, the page displays all '''Shipper''' profiles.
<table class="wikitable" style="width: 100%;">
<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>
</div>


{| class="wikitable"
<h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">Creating a New Profile</h2>
! 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 ==
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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>


The results table displays matching profiles with management options.
<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>
</div>


Each row includes:
<h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">Search and Management</h2>


* Profile name and address 
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* Edit link 
<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>
* Delete link 


Use the arrow controls to move between pages when many results are returned.
<h3>Managing Results</h3>
<p>The results table displays all matching profiles. You can manage them using the actions in each row:</p>


=== Edit ===
<table class="wikitable" style="width: 100%;">
Opens the profile so you can update the name, address, or comments.
<tr>
Saving applies the changes immediately across future shipments.
<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>


=== Delete ===
<h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">Best Practices</h2>
Removes the profile from BorderConnect.


{{note|Deleting a profile does not affect historical manifests but removes it from future selection lists.|info}}
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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>


== Recommended cleanup workflow ==
<h3>Tips</h3>
<pre>
<div class="bc-cleanlist">
Open Shippers & Consignees
* 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.
Search by name or address
* Keep addresses formatted clearly to ensure smooth customs processing.
  ↓
</div>
Merge or delete duplicates
</div>
  ↓
Correct any outdated addresses
</pre>


== Best practices ==
{{AppPromo}}
{{tip|
• 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 ==
</div>
* [[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]]
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