Brokerage
Learn how to track and coordinate orders, pickups, and deliveries handled by brokers or brokered out within Pallet Connect.
Affiliate Profile
- How to Assign a Contact to a Head Office location (Affiliate)
- Viewing Transactions from a Contact Profile. (Affiliate)
- How to create a new Contact profile (Affiliate).
- How to Unlink a Contact from a Head Office location (Affiliate)
- Add an additional Location to a Contact profile (Create a head office). (Affiliate)
- How to Reactivate a Contact account (Affiliate)
- Overview of the General tab in Contact Profile (Affiliate)
- How to Add Comments to a Contact Account (Affiliate)
- Adding a New Contact Person in a Contact profile (Affiliate)
- Overview of Locations tab for Contact profile. (Affiliate)
Affiliate Transactions
- Creating a Brokered Vendor Request without a previously Linked Affiliate
- Creating a Brokered Vendor Pickup Request with a Linked Affiliate
- Separating negative and positive charges/costs during an Affiliate Linked Vendor pick up.
- Sending order notes to an Affiliate
- How To Approve Affiliate completed transactions.
- Create A Brokered Customer Order without linked Affiliate
- Creating a Brokered Customer Order using a Linked Affiliate
- Brokered Order: Setting Prices and Linking Items between Affiliates and Customers.
- Brokered Pick-Up:Setting Prices and Linking Items between Affiliates and Vendors.
Affiliate Portal
Brokerage Profile
- How to Deactivate a Contact Account (Broker)
- How to Create a New Broker Profile
- How to Edit Contact Person Details in a Contact profile. (Broker)
- How to create a new Contact Profile (Broker).
- Adding a New Contact Person in a Contact profile (Broker)
- How to Add Comments to a Contact Account (Broker)
- How to Reactivate a Contact account (Broker)
- Viewing Transactions from a Contact Profile. (Broker)
- How to link a Stock Item to a Contact (Broker)
- Overview of the General tab in Contact Profile (Broker)
- Overview of Locations tab for Contact profile. (Broker)
Broker Transactions
- Create New Customer Order using Bill of Lading broker template.
- How to Upload Broker Logo to show on Customer Order documents.
- Assigning a Vendor to a Broker
- How To Create a Vendor pick-up for a Broker.
- How to set up a broker custom template for a BOL ( Bill of Lading)
- Assigning A Customer To A Broker
- How to Create a New Customer Order for a Broker