Jump to content
🚛
Streamline your cross-border operation. From ACE & ACI eManifests to PARS tracking and U.S. In-Bond filing, BorderConnect is the fastest way to cross.
Start Free Trial

Company Details Page: Difference between revisions

From BorderConnect Wiki
← Older edit
No edit summary
 
Line 1: Line 1:
{{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}}


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.
<div class="bc-wrap">


This page is primarily used to maintain:
<div class="bc-article-hero">
* Company and billing information
<h1>Company Details Page</h1>
* Terminals and time zone settings
<p>The central hub for managing company settings, carrier codes, terminals, and usage history.</p>
* Canadian [[Carrier_Code_(CBSA)|Carrier Codes]]
<div class="bc-article-meta">
* U.S. [[Standard_Carrier_Alpha_Code_(CBP)|SCAC Codes]]
<span class="bc-article-pill"><i class="fas fa-building"></i> Type: Admin Settings</span>
* Warehouse [[Sub_Location_(Canadian_Shipments)|Sub Location Codes]]
<span class="bc-article-pill"><i class="fas fa-cog"></i> System: Account Management</span>
* Historical shipment usage across BorderConnect services
</div>
</div>


[[File:company-details-section.png|800px]]
<div class="bc-card">


== Overview of Company Details Sections ==
<h2 style="margin-top: 0;">Overview</h2>
[[File:company-details-section.png|800px|thumb|center|The Company Details main workspace]]
<p>The <strong>Company Details Page</strong> in [https://www.borderconnect.com BorderConnect] is accessed from the <strong>Account</strong> menu and allows users to manage key company-level configuration items.</p>


{| class="wikitable"
<p>This page is primarily used to maintain:</p>
! Section
<div class="bc-cleanlist">
! Purpose
* Company and billing information.
|-
* Terminals and time zone settings.
| Company Details
* Canadian [[Carrier_Code_(CBSA)|Carrier Codes]] and U.S. [[Standard_Carrier_Alpha_Code_(CBP)|SCAC Codes]].
| Displays company name and billing address
* Warehouse [[Sub_Location_(Canadian_Shipments)|Sub Location Codes]].
|-
* Historical shipment usage for billing and auditing.
| Billing Contacts
</div>
| 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 ==
<div class="bc-did-you-know" style="margin-top: 15px;">
<strong>How to Access:</strong> Navigate to the <strong>Account</strong> menu and select <strong>Company Details</strong>.
</div>


This section displays the company name and billing address associated with the account.
<div style="clear: both;"></div>
</div>


* Users logged in as '''Super User''' will see an '''Edit Company''' button, allowing updates to the company name or address.
<h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">Company & Billing Information</h2>
* Users logged in as '''Normal User''' will see this information in read-only mode.


{{Promo
<div class="bc-card">
| icon = 🚛
[[File:Billingdetails1.png|800px|thumb|center|Managing billing details]]
| text = '''Simplify your cross-border operations.''' File ACE and ACI eManifests in seconds with BorderConnect's industry-leading software.
<p>This section displays the registered company name and billing address.</p>
| link = https://www.borderconnect.com
<div class="bc-cleanlist">
| button = Start Free Trial
* <strong>Super Users:</strong> Can click <strong>Edit Company</strong> to update the legal name or address.
}}
* <strong>Normal Users:</strong> View this information in read-only mode.
</div>


== Billing Contacts Section ==
<h3>Billing Contacts</h3>
<p>Lists the point-of-contact information (Name, Email, Phone) used for BorderConnect invoicing and billing communications.</p>
</div>


[[File:Billingdetails1.png|800px]]
<h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">Terminals Management</h2>


This section displays the billing contact information for the account, including:
<div class="bc-card">
* Contact name
[[File:Terminalslist1.png|800px|thumb|center|Managing company terminals]]
* Email address
<p>Terminals are used to organize users, drivers, and trucks by location and control time zone behaviors.</p>
* Phone number


This information is used for invoicing and billing communications.
<table class="wikitable" style="width: 100%;">
<tr>
<th style="width: 25%;">Action</th>
<th>Function</th>
</tr>
<tr>
<td><strong>New Terminal</strong></td>
<td>Adds a new terminal to the account. Users are prompted to enter terminal details and save.</td>
</tr>
<tr>
<td><strong>View / Edit</strong></td>
<td>Review details, including assigned users, or update terminal information.</td>
</tr>
<tr>
<td><strong>Delete</strong></td>
<td>Removes a terminal. <br><em>Note: You cannot delete a terminal if active users, drivers, or trucks are assigned to it.</em></td>
</tr>
<tr>
<td><strong>Export CSA</strong></td>
<td>Generates a CSA flat file (for CSA-approved carriers not using EDI).</td>
</tr>
</table>
</div>


== Terminals List ==
<h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">Carrier Codes & SCACs</h2>


[[File:Terminalslist1.png|800px]]
<div class="bc-card">
<h3>Canadian Carrier Codes</h3>
[[File:Canadiancarriercodecompany1.png|800px|thumb|center|Managing Canadian Carrier Codes]]
<p>Controls which codes appear on ACI eManifests. Codes listed here must be approved by CBSA for use through BorderConnect.</p>


The Terminals List is used by companies that operate from multiple locations.
<table class="wikitable" style="width: 100%;">
<tr>
<th style="width: 30%;">Action</th>
<th>Function</th>
</tr>
<tr>
<td><strong>New Canadian Carrier Code</strong></td>
<td>Adds a new carrier code and carrier name to the account.</td>
</tr>
<tr>
<td><strong>RNS / ACI Registration</strong></td>
<td>Generates application forms for CBSA if the code is not yet registered for PARS or ACI.</td>
</tr>
<tr>
<td><strong>Delete</strong></td>
<td>Deactivates the code, removing it from selection lists on manifests.</td>
</tr>
</table>


Terminals help:
<div class="bc-did-you-know" style="margin-top: 15px;">
* Organize users, drivers, and trucks by location
<strong>Support Tip:</strong> Registration processes can be complex. We recommend contacting BorderConnect Support at <strong>800-596-5176</strong> for assistance with adding new codes.
* Control time zone behavior in BorderConnect
</div>
* Support CSA and warehouse workflows


=== Terminal Actions ===
<h3>SCAC Codes (USA)</h3>
[[File:Scaccodecompany1.png|800px|thumb|center|Managing SCAC Codes]]
<p>Controls SCAC codes for ACE Manifests. These are available for transmission immediately after adding.</p>
<div class="bc-cleanlist">
* <strong>New SCAC Code:</strong> Adds a new SCAC and carrier name.
* <strong>Deactivate:</strong> Removes the SCAC from active selection lists.
</div>
</div>


;New Terminal
<h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">Sub Locations (Warehouses)</h2>
: 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
: Displays terminal details, including assigned users. Use '''Back to Company''' to return.
;Edit
: Allows terminal information to be updated.
;Delete
: 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 ==
<div class="bc-card">
[[File:sub-location-listing-company-page.png|800px|thumb|center|Managing Sub Locations]]
<p>This section manages [[Sub_Location_(Canadian_Shipments)|Sub Location Codes]] used when sending RNS Arrival Requests to CBSA for sufferance warehouses.</p>


[[File:Canadiancarriercodecompany1.png|800px]]
<table class="wikitable" style="width: 100%;">
<tr>
<th style="width: 25%;">Action</th>
<th>Function</th>
</tr>
<tr>
<td><strong>New Sub Location</strong></td>
<td>Adds a new warehouse sub location code to the account.</td>
</tr>
<tr>
<td><strong>RNS Registration</strong></td>
<td>Generates an RNS application if the code is not yet registered.</td>
</tr>
<tr>
<td><strong>Delete</strong></td>
<td>Removes the sub location code from the account.</td>
</tr>
</table>
</div>


This section manages the list of [[Carrier_Code_(CBSA)|Canadian Carrier Codes]] associated with the account.
<h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">Shipment Histories</h2>


Carrier codes listed here:
<div class="bc-card">
* Appear in carrier selection for [[ACI_eManifest_Software_User_Guide_(CBSA)|ACI eManifests]]
[[File:Shipmenthistory1.png|800px|thumb|center|Viewing usage history]]
* May only be transmitted once approved by CBSA for use through BorderConnect
<p>The Shipment Histories section provides a consolidated view of how the account uses BorderConnect services, including usage of eManifests and Fax services.</p>


=== Canadian Carrier Code Actions ===
<p>This data is used for:</p>
<div class="bc-cleanlist">
* Internal usage tracking.
* Monthly invoicing calculations.
* Auditing shipment volumes by product type.
</div>
</div>


;New Canadian Carrier Code
{{AppPromo}}
: Adds a new carrier code and carrier name to the account.
;RNS Registration
: 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
: Appears if the carrier code is not registered for ACI eManifest. Generates an ACI application for CBSA.
;Edit
: 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.


{{note|
</div>
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 ==
 
[[File:Scaccodecompany1.png|800px]]
 
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
 
=== SCAC Code Actions ===
 
;New SCAC Code
: Adds a new SCAC code and carrier name.
;Edit
: Allows the carrier name to be updated. If the SCAC has been used, only the name may be edited.
;Deactivate
: Deactivates the SCAC code. Deactivated codes remain listed but cannot be selected on manifests.
 
== Sub Locations List ==
 
[[File:sub-location-listing-company-page.png|800px]]
 
This section manages [[Sub_Location_(Canadian_Shipments)|Sub Location Codes]] used when sending RNS Arrival Requests to CBSA for warehouses.
 
=== Sub Location Actions ===
 
;New Sub Location
: Adds a new sub location code to the account.
;RNS Registration
: Appears if the carrier code is not registered for PARS Checking and allows generation of an RNS application.
;ACI Registration
: Appears if the carrier code is not registered for ACI eManifest.
;Delete
: Removes the sub location code from the account.
 
== Shipment Histories ==
 
[[File:Shipmenthistory1.png|800px]]
 
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]]

Latest revision as of 11:46, 6 February 2026

🔖 This article is part of the BorderConnect Software User Guide

Company Details Page

The central hub for managing company settings, carrier codes, terminals, and usage history.

Type: Admin Settings System: Account Management

Overview

The Company Details main workspace

The Company Details Page in BorderConnect is accessed from the Account menu and allows users to manage key company-level configuration items.

This page is primarily used to maintain:

How to Access: Navigate to the Account menu and select Company Details.

Company & Billing Information

Managing billing details

This section displays the registered company name and billing address.

  • Super Users: Can click Edit Company to update the legal name or address.
  • Normal Users: View this information in read-only mode.

Billing Contacts

Lists the point-of-contact information (Name, Email, Phone) used for BorderConnect invoicing and billing communications.

Terminals Management

Managing company terminals

Terminals are used to organize users, drivers, and trucks by location and control time zone behaviors.

Action Function
New Terminal Adds a new terminal to the account. Users are prompted to enter terminal details and save.
View / Edit Review details, including assigned users, or update terminal information.
Delete Removes a terminal.
Note: You cannot delete a terminal if active users, drivers, or trucks are assigned to it.
Export CSA Generates a CSA flat file (for CSA-approved carriers not using EDI).

Carrier Codes & SCACs

Canadian Carrier Codes

Managing Canadian Carrier Codes

Controls which codes appear on ACI eManifests. Codes listed here must be approved by CBSA for use through BorderConnect.

Action Function
New Canadian Carrier Code Adds a new carrier code and carrier name to the account.
RNS / ACI Registration Generates application forms for CBSA if the code is not yet registered for PARS or ACI.
Delete Deactivates the code, removing it from selection lists on manifests.

Support Tip: Registration processes can be complex. We recommend contacting BorderConnect Support at 800-596-5176 for assistance with adding new codes.

SCAC Codes (USA)

Managing SCAC Codes

Controls SCAC codes for ACE Manifests. These are available for transmission immediately after adding.

  • New SCAC Code: Adds a new SCAC and carrier name.
  • Deactivate: Removes the SCAC from active selection lists.

Sub Locations (Warehouses)

Managing Sub Locations

This section manages Sub Location Codes used when sending RNS Arrival Requests to CBSA for sufferance warehouses.

Action Function
New Sub Location Adds a new warehouse sub location code to the account.
RNS Registration Generates an RNS application if the code is not yet registered.
Delete Removes the sub location code from the account.

Shipment Histories

Viewing usage history

The Shipment Histories section provides a consolidated view of how the account uses BorderConnect services, including usage of eManifests and Fax services.

This data is used for:

  • Internal usage tracking.
  • Monthly invoicing calculations.
  • Auditing shipment volumes by product type.
📱

eManifesting in your pocket. Process ACE & ACI eManifests, track shipments in real-time, and upload documents instantly—anytime, anywhere.

Download on theApp Store GET IT ONGoogle Play

Retrieved from "https://wiki.borderconnect.com/index.php?title=Company_Details_Page&oldid=3014"