Transaction Parties

You will want to create transaction parties to be used in SmartBorder transactions.  These parties are usually shippers and consignees, but can also include buyers, agents, or any other party to be used in SmartBorder.

Party Editor/Picker

 

Field/Button

Description

Add

Click to add a new vehicle transaction party.  This will open a new Add/Edit Transaction Party screen.

Edit

Click to edit the selected transaction party.  This will open the selected item in the Add/Edit Transaction Party screen.

Delete

Click to delete the selected transaction party.

Query Tax ID

Click to query the tax ID for the selected transaction party.

All Profiles and Transaction Parties

Click to search through all profiles and transaction parties in the Search for a Client screen.

Export to Excel

Click this button to export this listing of transaction parties to a Microsoft Excel spreadsheet file (.xls).

Close

Click to close this screen and return to the main profile screen.