Company Settings Page: 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}} | ||
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<h1>Company Settings</h1> | |||
<p>Configure default behaviors, automation rules, and display options for your BorderConnect account.</p> | |||
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<span class="bc-article-pill"><i class="fas fa-cogs"></i> Type: Configuration</span> | |||
<span class="bc-article-pill"><i class="fas fa-users"></i> Scope: Global Account</span> | |||
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<h2 style="margin-top: 0;">Overview</h2> | |||
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Β <div class="bc-video-caption"><strong>Tutorial:</strong> How to use Company Settings</div> | |||
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<p>The <strong>Company Settings</strong> page in [https://www.borderconnect.com BorderConnect] is the central control panel for your account. Accessed from the <strong>Account</strong> menu, it allows administrators to configure how BorderConnect behaves when creating, editing, importing, and managing shipments.</p> | |||
= | <p><strong>Key Capabilities:</strong></p> | ||
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* <strong>Defaults & Automation:</strong> Set default ports, carrier codes, and auto-incrementing trip numbers. | |||
* <strong>Validation:</strong> Control warning messages for missing seals or PARS stickers. | |||
* <strong>Branding:</strong> Customize coversheets with your company logo and footer information. | |||
* <strong>Workflow:</strong> Enable or disable specific features like RNS, detailed driver copies, and API integrations. | |||
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<p><em>Note: Changes made on this page apply immediately to all users on the account.</em></p> | |||
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= | <h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">ACI eManifest Settings</h2> | ||
These settings affect how new ACI eManifests and ACI shipments are created. | <div class="bc-card"> | ||
[[File:Aci-emanifest-settings.png|360px|thumb|right|ACI eManifest settings section]] | |||
<p>These settings affect how new ACI eManifests and ACI shipments are created.</p> | |||
;Default Carrier Code | <table class="wikitable" style="width: 100%;"> | ||
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<th style="width: 30%;">Setting</th> | |||
<th>Description</th> | |||
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<td><strong>Default Carrier Code</strong></td> | |||
<td>The Carrier Code automatically applied when [[Start_New_ACI_eManifest_Page_(ACI_eManifest)|starting a new ACI eManifest]].</td> | |||
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<td><strong>Trip Number Prefix</strong></td> | |||
<td>A static prefix applied to all new ACI trip numbers (e.g., <code>1234</code> to create <code>1234...</code>).</td> | |||
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<td><strong>Auto Suggest Trip Number</strong></td> | |||
<td>Automatically increments the next available trip number when creating a new ACI eManifest.</td> | |||
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<td><strong>FAST Lane Notifications</strong></td> | |||
<td>Sends FAST eligibility notifications when drivers have "ACI On File" enabled.</td> | |||
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<td><strong>Exclude Driver Name</strong></td> | |||
<td>Removes the driver's name from printed, faxed, or emailed ACI driver copies for privacy.</td> | |||
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<td><strong>Display Import Buttons</strong></td> | |||
<td>Enables JSON import for ACI trips/shipments and reveals the import button on the Start New ACI eManifest page.</td> | |||
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= | <h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">ACE Manifest Settings</h2> | ||
[[File:Ace-manifest-settings.png| | <div class="bc-card"> | ||
[[File:Ace-manifest-settings.png|400px|thumb|right|ACE Manifest settings section]] | |||
<p>These settings control how ACE Manifests are created and imported.</p> | |||
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<th style="width: 30%;">Setting</th> | |||
<th>Description</th> | |||
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<td><strong>Default SCAC Code</strong></td> | |||
<td>Automatically applied when [[Start_New_ACE_Manifest_Page_(ACE_Manifest)|starting a new ACE Manifest]].</td> | |||
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<td><strong>Trip Number Prefix</strong></td> | |||
<td>A static prefix applied to ACE trip numbers (e.g., <code>ABCD</code>).</td> | |||
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<td><strong>Auto Suggest Trip Number</strong></td> | |||
<td>Automatically increments the next available ACE trip number.</td> | |||
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<td><strong>Display Import Buttons</strong></td> | |||
<td>Enables JSON imports and displays the import button on the Start New ACE Manifest page.</td> | |||
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<td><strong>Require Existing SCAC</strong></td> | |||
<td>Requires that any SCAC code used in an import already exists and is active on your BorderConnect account.</td> | |||
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; | <h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">Shared eManifest Settings</h2> | ||
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[[File:Shared-emanifest-settings.png|400px|thumb|right|Shared settings section]] | |||
<p>These settings apply to both ACE and ACI workflows to streamline data entry.</p> | |||
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* <strong>Display βNo Sealβ Warnings:</strong> Warns users when no seal is entered for a truck or trailer. | |||
* <strong>Use Verification Features:</strong> Enables verification workflows for reviewing eManifests before submission. | |||
* <strong>Auto Assign Last Driver/Trailer:</strong> Automatically assigns the last driver or trailer used with the selected truck. | |||
* <strong>Auto Fill Port:</strong> Automatically defaults to the previously selected port of entry. | |||
* <strong>Use Commodity Suggestions:</strong> Suggests commodity details based on prior entries. | |||
* <strong>Show High Priority Listings:</strong> Displays eManifests requiring immediate attention (e.g., late ETA, port mismatch) at the top of the dashboard. | |||
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<h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">Shipment Settings</h2> | |||
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<h3>ACI Shipment Settings</h3> | |||
[[File:Aci-shipment-settings.png|300px|thumb|right|ACI Shipment options]] | |||
<p>Controls Cargo Control Numbers (CCN) and CSA options.</p> | |||
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* <strong>Prefix:</strong> Text automatically added to the start of ACI CCNs. | |||
* <strong>"PARS" Inclusion:</strong> Automatically inserts "PARS" after the carrier code. | |||
* <strong>Sequence Length:</strong> Validates the character count of PARS numbers. | |||
* <strong>Reference Only:</strong> Enables creation of reference-only shipments (for when another carrier transmits data). | |||
* <strong>Defaults:</strong> Set default Shipper, City of Acceptance, and Sub Location. | |||
* <strong>CSA Features:</strong> Enable options for Customs Self Assessment. | |||
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<h3>ACE Shipment Settings</h3> | |||
[[File:Ace-shipment-settings.png|300px|thumb|right|ACE Shipment options]] | |||
<p>Controls Shipment Control Numbers (SCN) and In-Bond behavior.</p> | |||
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* <strong>Prefix:</strong> Text automatically added to the start of ACE SCNs. | |||
* <strong>Sequence Length:</strong> Validates the character count of PAPS numbers. | |||
* <strong>Split Shipments:</strong> Allows the creation of ACE "Split Shipments". | |||
* <strong>In-Bond Arrival:</strong> Enables the ACE In-Bond Arrival/Export feature. | |||
* <strong>Defaults:</strong> Set default Shipment Type and In-Bond Entry Type. | |||
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; | <h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">Driver & RNS Configuration</h2> | ||
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<h3>Detailed Driverβs Copy Settings</h3> | |||
[[File:Detailed-driver-copy-settings.png|400px|thumb|right|Driver copy options]] | |||
<p>Controls which columns appear on detailed driver copies. <strong>Maximum of four options may be enabled at one time.</strong></p> | |||
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* Show Release Type Column | |||
* Show Total Quantity Column | |||
* Show Consignee Column | |||
* Show Commodity Column | |||
* Show Weight Column | |||
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[[File: | <h3 style="margin-top: 20px;">RNS Settings</h3> | ||
[[File:Rns-settings.png|400px|thumb|right|RNS options]] | |||
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* <strong>Proof of Release:</strong> Adds Proof of Release PDFs to RNS emails (Requires CBSA approval). | |||
* <strong>Sticker Warnings:</strong> Sends warnings when the remaining stock of PARS stickers falls below a set threshold. | |||
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<h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">Additional Configurations</h2> | |||
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: | <h3>Coversheet Settings</h3> | ||
[[File:Coversheet-settings.png|300px|thumb|right|Coversheet branding]] | |||
<p>Customize the footer branding on generated eManifest coversheets.</p> | |||
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: | * <strong>Contact Info:</strong> Set default Phone, Fax, and Email. | ||
* <strong>Logo:</strong> Upload a company logo (Resized to 170Γ100 pixels). | |||
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<h3>User Account Settings</h3> | |||
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* <strong>Password Expiry:</strong> Forces password updates after a defined time period (e.g., every 90 days). | |||
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<h3>Invoice Settings</h3> | |||
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* <strong>Physical Copy:</strong> Send physical invoice copies to the billing address. | |||
* <strong>Bundled Totals:</strong> Show bundled shipment totals on invoice lines. | |||
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<h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">Advanced Integrations</h2> | |||
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<th style="width: 30%;">Section</th> | |||
<th>Description</th> | |||
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<td><strong>Document Management</strong></td> | |||
<td>Configure settings related to document retention and upload behaviors.<br>[[File:document-management-settings.png|300px]]</td> | |||
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<td><strong>Mobile Settings</strong></td> | |||
<td>Configure behavior for the BorderConnect Driver Mobile App.<br>[[File:mobile-settings.png|300px]]</td> | |||
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<td><strong>API Settings</strong></td> | |||
<td>Manage API keys and integration endpoints for third-party software connections.<br>[[File:api-settings.png|300px]]</td> | |||
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[[Category:BorderConnect Software User Guide]] | [[Category:BorderConnect Software User Guide]] | ||