General Tab

Field/Button

Description

Short Name

Enter a short name, which is used to identify the profile.  This field may be used in SmartBorder accounting integration.

Profile Type

Click the ellipsis to choose the profile type for this profile.  Each profile should be designated as a corporation, individual, partnership, sole-proprietor, or limited liability corp.

Name

Enter the first line of the party’s name.  According to customs, this name cannot contain the words “AND” or “THE” and [,] [’] [-] [&] [/] are the only acceptable forms of punctuation allowed.  Terms like “limited” and “corporation” must be abbreviated.  See Name & Address guidelines for more information.   Click the link to read the customs guidelines for names & addresses.

Qlfr. (Qualifier)

Enter the qualifier if Name Line 2 is to be used, or choose from the pick-list by clicking the ellipsis.

Name Line 2

Enter the second name line (if applicable).  This is used for divisions, doing business as, also known as, etc.

U.S. Tax ID

Enter the Tax ID for this profile.  This can be the social security number, IRS number, or customs assigned number.  

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.

Sales Rep Code

Enter the sales rep code, which is used to identify the account representative associated with the account.

Shipper Side Group

Enter a code that can be used to identify and run reports for customers using shipper/client side module.

Team

Enter the team responsible for the account, or choose from the pick-list by clicking the ellipsis.

Mfg. ID

The MID identifies the manufacturer or shipper for customs purposes.  This will auto-generate as you enter the name and address information for the profile.

Field/Button

Description

Street Address

Enter the street address for the party.  According to customs [,] [’] [-] [&] [/] are the only acceptable forms of punctuation allowed.  Terms like “road” and “southwest” must be abbreviated.  See Name & Address guidelines for more information.

City

Enter the city for this profile address.

State/Province

Enter the valid state/province/territory code for the address, or choose from the pick-list by clicking the ellipsis.  FN is used for all foreign addresses.

Country

Enter the two character ISO country code identifying where the party is located, or choose from the pick-list by clicking the ellipsis.

Postal Code (Zip)

Enter the postal code for the address.  You can enter up to 9 alphanumeric digits.  For US addresses, the first 5 digits are required and the last four are optional.  For Canadian addresses, use the standard Canadian postal code format (ANA NAN).

Start Date

This field will populate when a new profile is used in a transaction for the first time.

Contact Name

Enter the name of the primary contact for this profile.

Phone

Enter the primary contact telephone number.

Fax

Enter the primary contact fax number.

Mailing Address

Click this tab if the mailing address is different from the previously entered “main address”.  Then enter the mailing address, to be used for SmartBorder mailings.