Adding a contact in PitneyShip Pro, PitneyTrack Inbound, and the ParcelPoint Smart Lockers Locker Management Module

You can add new contacts to the system as needed.
Products affected: PitneyShip™ Pro, PitneyTrack™ Inbound, ParcelPoint Smart Lockers Locker Management Module

You can add new contacts to the address book.

The features and options you see may vary depending upon your role and subscription. If you have any questions regarding your permissions, please contact your administrator.

  1. Select Settings > Address Book.
  2. Select + Add Contact.
    Select Add Contact
  3. Select Recipient, Sender, or both.
    Important: This setting cannot be changed once the user is saved.
  4. Enter the contact information. The address fields are at the bottom of the form.
  5. By default, addresses are shared with all users in your enterprise. If you do not want the address to be shared, select the Private box.
  6. Select Add internal delivery details and add the recipient's internal delivery information. (Receiving/PitneyTrack Inbound only)
    Note: If Add internal delivery details is checked, then Private will not be available. Internal delivery information can only be added for shared contacts.
  7. Select Notify all internal deliveries to ensure that the recipient is notified via email of their internal deliveries. (Receiving/PitneyTrack Inbound only)
  8. Select Accessibility accommodations if the contact needs an accessible locker. (ParcelPoint Smart Lockers only)
  9. Select Save and Close.

Adding additional address types (Optional)

If needed, you can add additional address types for this contact. Additional address types apply to this contact only; address types added for one contact will not be visible for other contacts.

  1. Select Add Address. (You may need to scroll down to see it.)
    Add another address to a contact
  2. Change the Address Label as needed to indicate the address type. The label you enter will become the name of the tab for that address.
  3. Enter the address information for the contact.
  4. Select Save and Close.
  5. To remove an address, select its tab, then select Remove Address.

Adding Tax Fields

If you will be shipping internationally to this contact, you can add their tax information here so that you don't need to enter it each time you send them something. Enter the information in the fields provided:

  • VAT Number
  • EORI Number
  • GST Number
  • EIN Number
  • CNPJ Number
  • CPF Number
  • RFC Number

Related topics

UPDATED: 10 January 2024