Contacts
Every company you do business with: the customers you bill, the vendors you pay, and the agents and brokers you work with.
Contact types
Each contact has one type:
| Type | Use for |
|---|---|
| Customer | Companies that book freight with you. Needed on orders and shipments. |
| Vendor | Suppliers you pay, such as warehouses and customs brokers. |
| Agent | Overseas or partner agents. |
| Broker | Freight brokers. |
| Carrier | A carrier's billing contact. The carrier's operational record lives in Carriers. |
| Both | A company that is both your customer and your vendor. |
Contact fields
| Field | Notes |
|---|---|
| Company Name | Required. Shown on orders, shipments and invoices. |
| Contact Person, Email, Phone | The email receives the customer's automatic shipment status emails and tracking links. |
| Address, City, State / Province, Postal Code, Country | Billing address, printed on invoices. |
| Tax ID | The label follows your home country: EIN / Tax ID (US), Business Number (Canada), VAT Number (UK) or GSTIN (India). |
| PAN Number | India only. The 10-character Permanent Account Number. |
| Payment Terms (days) | Sets the invoice due date when you generate an invoice from an order. Defaults to 30. |
| Currency | The currency you usually trade in with this contact. |
| Notes | Internal only. |
Keep customer emails correct. Customers get emails when a shipment is picked up, out for delivery, delivered, has an exception, or is cancelled. A wrong address means your customer misses those updates.
Last updated September 2026 · Something unclear or out of date? Tell us.