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Menu Option |
Description |
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File - Save & Exit |
Click to save this transaction party and exit to the main profile screen. |
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File - Exit |
Click to exit to the main profile screen without saving. |
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ABI Tools - ABI Messages |
Click to view the ABI messages associated with this transaction party. |
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ABI Tools - Send Mfg Name & Address (MID) |
Click to send the manufacturer name and address to Customs, to place the manufacturer ID on file (MID). |
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ABI Tools - Send CF-5106 |
Click to send the CF-5106 transmission, to add the party (importer/consignee) tax ID to the customs system. |
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ABI Tools - Tax ID/ Importer/Bond Query |
Click to query the tax ID that is on file with Customs. |
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ABI Tools - MFG ID Query |
Clck to perform an MID query on the MID that was created by the entered name & address. If this MID is on file with CBP, SmartBorder will auto-create the transaction party, with the accurate information that is on file with CBP. |
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Field/Button |
Description |
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Profile Type |
Click the ellipsis to choose the profile type for this profile. Each profile should be designated as a corporation, individual, partnership, or sole-proprietor. |
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Tax ID |
Enter the Tax ID for this profile. This can be the social security number, IRS number, or customs assigned number. |
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Non-US Tax ID |
Enter the Canadian importer/exporter number, the employer identification number (EIN), or the business number. This number is required on the NAFTA certificate of origin. |
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Short Name |
Enter a short name, which is used to identify the profile. |
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Name |
Enter the first line of the party’s name. According to customs, this name cannot contain the words ”r;AND” or ”r;THE” and [,] [’] [-] [&] [/] are the only acceptable forms of punctuation allowed. Terms like ”r;limited” and ”r;corporation” must be abbreviated. See Name & Address guidelines for more information. |
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Line 2 of Name |
Enter the second name line, with qualifier (if applicable). This is used for divisions, doing business as, also known as, etc. |
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Street Address |
Enter the street address for the party. See Name & Address guidelines for more information. |
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City, State, Zip, Country |
Enter the city, state, zip, and country code for this address. See Name & Address guidelines for more information. |
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OK/Cancel |
OK will save the party. Cancel will cancel and go back to the profile screen without saving. |
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Field/Button |
Description |
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PRIMARY Contact |
Enter the full name of the primary contact for this party. |
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Phone (ext.) |
Enter the primary phone number (and extension) for this contact. |
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Fax |
Enter the primary contact fax number for this contact. |
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|
Enter the full email address for this contact. |
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FREIGHT Contact |
Enter the full name of the freight contact for this party. |
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Phone |
Enter the primary phone number (and extension) for this contact. |
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Fax |
Enter the primary contact fax number for this contact. |
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|
Enter the full email address for this contact. |
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Field/Button |
Description |
|
Name |
Enter the full name of this manufacturer or the shipper. |
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Street Address |
Enter the street address for the party. See Name & Address guidelines for more information. |
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City, Street Address, City, State/Province, Postal Code, Country |
Enter the city, state, zip, and country code for this address. See Name & Address guidelines for more information. |
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Field/Button |
Description |
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Notes |
Enter any profile notes or specific information for this transaction party. |