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Review Contacts on the Account

Open the account and use the Contact Persons tab to review people who should be associated with the customer or vendor. Use contacts for buyers, AP contacts, warehouse receivers, managers, or any role your team needs to reach later.
Account Contact Persons tab with contact table, Add Contact Person button, and empty-state message

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Add a Contact Person

  1. Open the account.
  2. Select Contact Persons.
  3. Click Add Contact Person.
  4. Enter first name, last name, email, phone, and title or role.
  5. Check Set as primary contact when this person should be the main contact.
  6. Save and confirm the contact appears in the tab.
Add Contact Person modal with first name, last name, email, phone, title, primary contact checkbox, Cancel, and Add Contact buttons
Only one primary contact should own daily messages If your team uses account contacts for customer communication, make the primary contact the person most likely to handle orders, invoices, or service questions.

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Review Account Addresses

Account addresses appear on the account overview. They can be marked for shipping, billing, or both. Defaults help new orders and invoices start with the expected address, but users should still verify the address before sending documents or buying labels.
Account Overview with primary contact, default shipping address, default billing address, all addresses, tax and terms, and account defaults

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How Address Choices Affect Workflows

  • Shipping address: used for order delivery, carrier rates, label validation, residential handling, and freight review.
  • Billing address: used for invoices, statements, AR review, and customer-facing financial documents.
  • Default shipping: pre-fills new order shipping when the account is selected.
  • Default billing: pre-fills invoice or billing context when available.
  • Residential flag: can affect carrier rates and surcharge behavior.
  • One-time address: useful for a single order when the address should not become an account default.
  • Pickup address: marks a customer pickup location while still behaving like a shipping-type address for order routing.
  • Portal-visible details: customers may see approved profile, address, document, or portal information depending on portal settings.

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Default Address Rules

Keep one clear default shipping address and one clear default billing address whenever possible. If the account only has one address, staff should still confirm whether it should be used for shipping, billing, pickup, or a one-time order.
  • Default shipping affects new order ship-to choices and carrier label preparation.
  • Default billing affects invoices, statements, AR review, and customer documents.
  • Changing a default helps future work, but existing orders and documents keep the address they already used.
  • Deleting an address can be blocked when that address is already tied to order history.

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Clean Up Bad Addresses

  1. Open the account and review all addresses.
  2. Confirm whether the address is shipping, billing, pickup, or obsolete.
  3. Correct spelling, suite, city, state, ZIP, country, residential, and commercial flags.
  4. Set the right default shipping and billing address.
  5. Leave old addresses in place when they are tied to history and add a clean new address for future work.
  6. Before buying a label, confirm the order is using the corrected address.
Verify addresses before label purchase Shipping labels depend on address quality, carrier rules, location setup, package data, and residential status. Correct address problems before buying a label.

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Common Blocks

  • Order picked the wrong address: check default shipping and whether the order used a one-time address.
  • Invoice address is blank: confirm a billing address exists or the order has a billing address selected.
  • Email goes to the wrong person: review primary contact and account communication preferences.
  • Label rate looks high: review residential status, address validation, package dimensions, and carrier service.
  • Cannot delete a contact or address: it may be tied to visible history or require permission to change.
History stays tied to old documents Updating an account contact or address helps future work. It does not rewrite documents, emails, labels, or orders that were already created with earlier information.

Account Management

Create customer and vendor accounts with terms, addresses, and preferences.

Account Merge

Merge duplicate accounts safely when customer or vendor records were split.

Portal Profile and Addresses

Help customers review portal profile fields, manage addresses, and understand what requires staff help.

Payment Methods

Save cards and bank accounts for future customer payments.

Creating Orders

Build a sales order, add customers, set addresses, and add products.

Email Log and Account Communications

Use the email log, preview/resend tools, and account communication preferences.

Shipping and Fulfillment Setup

Configure Shippo, carrier defaults, shipping rules, freight routing, PackPilot, scanners, and PrintNode printing.