Manage Consignees

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Creating a list of consignees allows anyone in your organization to select a consignee from a list when creating a form, eliminating the need to type the consignee information for each form.  You may add, update, or delete consignees at any time.

 

To manage consignees, complete the following steps:

 

1.Select the Manage Template Data link at the left side of the screen.

RESULT:  The Manage Form Templates page appears displaying a List of Templates.

 

2.Click the Manage Consignees link below Manage Template Data in the left menu bar.

RESULT:  The Manage Consignees page appears.

 

NOTE: Brokers must select an Importer Organization to proceed.  Brokers do not have their own consignees, but can create and update consignees owned by the Importer Organizations that they have relationships with.

 

3.To create a new consignee, complete the following steps:
a.Click the Add Consignee button.
RESULT:  The Consignee Details page appears.
b.Enter the following required information for a consignee:
i.Consignee Name - Name of the consignee as you wish it to appear on applications and certificates.
ii.Street Address - The consignee’s address as you wish it to appear on applications and certificates.  If necessary, two lines have been provided.
iii.City - The corresponding city.
iv.State/Territory - Select the corresponding state/territory from the drop-down list.
v.Zip Code - The zip code for the consignee’s address as appropriate.
NOTE:  If the Consignee Alias Name, which is the consignee name represented in a drop-down, is left empty, the first 40 characters from Consignee Name will be copied to it on save.
c.Click either the Save & Back or the Save & Add Another button to continue.

 

4.To update a consignee, click the corresponding Update button.

RESULT:  The Consignee Details page appears.  Update the information as needed and click the Save & Back button.

 

5.To delete a consignee, click the corresponding check box under the Delete column and click the Delete button.

RESULT:  A confirmation page appears asking "Are you sure you want to delete consignee(s): __________?".  Click the Yes button to delete the consignee.