--- title: Assigning a Vendor to a Broker description: Assigning a Vendor to a Broker --- [Skip to content](https://support.palletconnect.com/knowledge-base/assigning-a-vendor-to-a-broker-#main-content) English Show submenu for translations [![logo1\_on\_transparent](https://support.palletconnect.com/hs-fs/hubfs/Logo%20pack/logo1_on_transparent.png?width=300&height=30&name=logo1_on_transparent.png)](https://support.palletconnect.com/knowledge-base?hsLang=en) Open main navigation Close main navigation - English Show submenu for translations How can we help you? - There are no suggestions because the search field is empty. 1. [Pallet Connect](https://support.palletconnect.com/knowledge-base?hsLang=en) 2. [Brokerage](https://support.palletconnect.com/knowledge-base/brokerage?hsLang=en) 3. [Broker Transactions](https://support.palletconnect.com/knowledge-base/brokerage?hsLang=en#broker-transactions) # Assigning a Vendor to a Broker ``   ``1. To carry out a Vendor Pick-Up for a Broker, as an Affiliate, the Request must be processed in Pallet Connect, as a brokered transaction. Before the Request is created, the Vendor must be linked to a Broker. **TIP! SHORTCUT:** Type the Vendor name into the global search, located at the top right of each page. This will bypass steps 2-4. `` ![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-07-21/f9da4943-b66e-46e3-9e6a-15a56e926b84/ascreenshot.jpeg?tl_px=82,94&br_px=1458,863&force_format=jpeg&q=100&width=1120.0) `` 2\. Navigate to the Main Menu. Click "Vendors" `` ![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-07-21/f9da4943-b66e-46e3-9e6a-15a56e926b84/ascreenshot.jpeg?tl_px=0,36&br_px=860,517&force_format=jpeg&q=100&width=860&wat_scale=76&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=103,212) `` 3\. Click "Manage Vendors" `` ![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-07-21/309e5bcc-12e2-47ac-9b5b-c0a449a58c04/ascreenshot.jpeg?tl_px=0,447&br_px=764,874&force_format=jpeg&q=100&width=764&wat_scale=68&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=78,188) `` 4\. Click on the selected Vendor from the list. `` ![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-07-21/eb885746-e323-4d4f-b785-be61feac883f/ascreenshot.jpeg?tl_px=37,408&br_px=1020,958&force_format=jpeg&q=100&width=983&wat_scale=87&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=459,353) `` 5\. Click "Edit Contact" from the profile dashboard. `` ![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-07-21/f0775b97-fffc-4d0d-b5ef-0d1d1c6f4e57/ascreenshot.jpeg?tl_px=558,0&br_px=1540,549&force_format=jpeg&q=100&width=983&wat_scale=87&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=788,80) `` 6\. Click "Assign To A Broker" `` ![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-07-21/f45d63f8-5b35-4461-ba20-eae71e350406/ascreenshot.jpeg?tl_px=680,0&br_px=1541,480&force_format=jpeg&q=100&width=860&wat_scale=76&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=657,124) `` 7\. "Assign Location To A Head Office" is displayed as the process is essentially assigning the Broker as a head office. Click this field to type in the Broker name. `` ![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-07-21/82c4e96d-af81-40a9-891f-fe634b6465cc/user_cropped_screenshot.webp?tl_px=0,0&br_px=1097,437&force_format=jpeg&q=100&width=1120.0&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=421,124) `` 8\. Select the Broker from the drop down menu. `` ![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-07-21/9198fc11-e373-4c2f-822b-2dc6b89f60ab/user_cropped_screenshot.webp?tl_px=0,0&br_px=1078,509&force_format=jpeg&q=100&width=1079&wat_scale=96&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=460,160) `` 9\. The Company name in the profile, now includes the Broker name. Ensure that "invoice to head office" is enabled. Billing will then be directed to the Broker and the "invoice details" tab will no longer be visible. **TIP!** In the Broker's profile, the Vendor is listed under the "Locations" tab. `` ![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-07-21/8124d63f-0a86-47dc-9a57-ee882ad9f5d6/user_cropped_screenshot.webp?tl_px=0,0&br_px=892,535&force_format=jpeg&q=100&width=959) `` 10\. Click "Save" to complete. `` ![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-07-21/028b17d9-6be9-41c8-b5a3-196efb37f5df/user_cropped_screenshot.webp?tl_px=0,0&br_px=898,589&force_format=jpeg&q=100&width=1055&wat_scale=94&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=627,483) `` 11\. To remove the Broker from the Vendor profile, click "Unlink From Head Office" `` ![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-07-21/17d965d2-6346-46aa-97b6-8d491882d940/user_cropped_screenshot.webp?tl_px=129,0&br_px=1011,493&force_format=jpeg&q=100&width=882&wat_scale=78&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=515,114) - [Getting started](https://support.palletconnect.com/knowledge-base/getting-started?hsLang=en#main-content) - [How to Create Affiliates](https://support.palletconnect.com/knowledge-base/getting-started?hsLang=en#how-to-create-affiliates) - [Initial Set Up](https://support.palletconnect.com/knowledge-base/getting-started?hsLang=en#initial-set-up) - [How to Create Vendors](https://support.palletconnect.com/knowledge-base/getting-started?hsLang=en#how-to-create-vendors) - [How to Set up Users](https://support.palletconnect.com/knowledge-base/getting-started?hsLang=en#how-to-set-up-users) - [How to Set up employees](https://support.palletconnect.com/knowledge-base/getting-started?hsLang=en#how-to-set-up-employees) - [How to create stock items](https://support.palletconnect.com/knowledge-base/getting-started?hsLang=en#how-to-create-stock-items) - [How to Create Suppliers](https://support.palletconnect.com/knowledge-base/getting-started?hsLang=en#how-to-create-suppliers) - [Importing data](https://support.palletconnect.com/knowledge-base/getting-started?hsLang=en#importing-data) - [Workstations](https://support.palletconnect.com/knowledge-base/getting-started?hsLang=en#workstations) - [How to Set up Customers](https://support.palletconnect.com/knowledge-base/getting-started?hsLang=en#how-to-set-up-customers) - [Export and Import Data](https://support.palletconnect.com/knowledge-base/export-and-import-data?hsLang=en#main-content) - [Data Questions](https://support.palletconnect.com/knowledge-base/export-and-import-data?hsLang=en#data-questions) - [Export Data](https://support.palletconnect.com/knowledge-base/export-and-import-data?hsLang=en#export-data) - 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