---
title: Customers | Pallet Connect
description: Learn how to add, manage, and support your customers in Pallet Connect, from profiles and orders to communication and history.
---

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1. [Pallet Connect](https://support.palletconnect.com/knowledge-base)
2. [Customers](https://support.palletconnect.com/knowledge-base/customers)

# Customers

 Learn how to add, manage, and support your customers in Pallet Connect, from profiles and orders to communication and history.

## Orders / Sales

- [How to Change an Order from Delivery to Customer Collection](https://support.palletconnect.com/knowledge-base/how-to-change-an-order-from-delivery-to-customer-collection)
- [How to Print a Blank Delivery Slip/BOL](https://support.palletconnect.com/knowledge-base/how-to-print-a-blank-delivery-slip/bol)
- [How to show or hide the x of x count beside the purchase order (PO) number](https://support.palletconnect.com/knowledge-base/how-to-show-or-hide-the-x-of-x-count-beside-the-purchase-order-po-number)
- [How to Delete a Customer Order](https://support.palletconnect.com/knowledge-base/how-to-delete-a-customer-order)
- [How To Create A Customer Order From A Template](https://support.palletconnect.com/knowledge-base/w)
- [How to Repeat a Order created by a Template.](https://support.palletconnect.com/knowledge-base/how-to-repeat-a-order-created-by-a-template.-)
- [Set up and process for using "AI for New Orders" feature.](https://support.palletconnect.com/knowledge-base/set-up-and-process-for-using-ai-for-new-orders-feature.-)
- [How to edit Order information Pre or Post Invoicing](https://support.palletconnect.com/knowledge-base/how-to-edit-order-information-pre-or-post-invoicing-)
- [Customer Order Collection: Automated Email Sequence](https://support.palletconnect.com/knowledge-base/customer-order-collection-automated-email-sequence-)
- [Customer Order Delivery: Automated Email Sequence](https://support.palletconnect.com/knowledge-base/customer-order-delivery-automated-email-sequence-)
- [How to Generate a Delivery Slip(BOL) using Broker paperwork](https://support.palletconnect.com/knowledge-base/how-to-generate-a-delivery-slipbol-using-broker-paperwork-)
- [Overview of the Order Predictor page](https://support.palletconnect.com/knowledge-base/overview-of-the-order-predictor-page)
- [Understanding the Order Predictor columns in the Manage Customers Page.](https://support.palletconnect.com/knowledge-base/understanding-the-order-predictor-columns-in-the-manage-customers-page.-)
- [How To Add Comments To an Existing Transaction](https://support.palletconnect.com/knowledge-base/how-to-add-comments-to-an-existing-transaction-)
- [How to Add or Edit comments for an Order.](https://support.palletconnect.com/knowledge-base/how-to-add-or-edit-comments-for-an-order)
- [How to view the activity log for a customer order](https://support.palletconnect.com/knowledge-base/how-to-view-the-activity-log-for-a-customer-order)
- [How Admin Staff can create a Back Order](https://support.palletconnect.com/knowledge-base/how-admin-staff-can-create-a-back-order)
- [What does the "Past Due" warning indicate in order history](https://support.palletconnect.com/knowledge-base/what-does-the-past-due-warning-indicate-in-order-history)
- [How to dispatch a Customer order (admin)](https://support.palletconnect.com/knowledge-base/how-to-dispatch-a-customer-order-admin)
- [How to restore a deleted Customer Order](https://support.palletconnect.com/knowledge-base/how-to-restore-a-deleted-customer-order)
- [Change the facility of an existing Customer Order](https://support.palletconnect.com/knowledge-base/change-the-facility-of-an-existing-customer-order)
- [How to view a PDF version of Customer Order details, with pricing](https://support.palletconnect.com/knowledge-base/how-to-view-a-pdf-version-of-customer-order-details-with-pricing)
- [How to place a Customer Order on Hold](https://support.palletconnect.com/knowledge-base/how-to-place-a-customer-order-on-hold)
- [How to mark an existing Customer Order as Urgent](https://support.palletconnect.com/knowledge-base/how-to-mark-an-existing-customer-order-as-urgent)
- [How to Search and View Current Customer Orders.](https://support.palletconnect.com/knowledge-base/how-to-search-and-view-current-customer-orders)
- [How a Driver can create a Back Order](https://support.palletconnect.com/knowledge-base/how-a-driver-can-create-a-back-order)
- [How to View and Download Bill of Materials from the Customer tab](https://support.palletconnect.com/knowledge-base/how-to-view-and-download-bill-of-materials-from-the-customer-tab)
- [How to record a Quality Check for an open Customer order](https://support.palletconnect.com/knowledge-base/how-to-record-a-quality-check-for-an-open-customer-order)
- [How to Repeat a previous Customer Order](https://support.palletconnect.com/knowledge-base/how-to-repeat-a-previous-customer-order)
- [How to Edit/Delete a Recurring Order](https://support.palletconnect.com/knowledge-base/how-to-edit/delete-a-recurring-order)
- [How to revoke "Ready for Dispatch" status for Customer orders](https://support.palletconnect.com/knowledge-base/how-to-revoke-ready-for-dispatch-status-for-customer-orders)
- [How to Download and View a Production Pack from the Customer tab](https://support.palletconnect.com/knowledge-base/how-to-download-and-view-a-production-pack-from-the-customer-tab)
- [How to Release a Customer order on hold](https://support.palletconnect.com/knowledge-base/how-to-release-a-customer-order-on-hold)
- [How to produce a PDF version of Customer Order Details, without pricing](https://support.palletconnect.com/knowledge-base/how-to-produce-a-pdf-version-of-customer-order-details-without-pricing)
- [Create an Urgent Customer Order](https://support.palletconnect.com/knowledge-base/create-an-urgent-customer-order)
- [Create a Bulk Order for a Customer](https://support.palletconnect.com/knowledge-base/create-a-bulk-order-for-a-customer)
- [How to mark a Customer Order as "Ready for Dispatch"](https://support.palletconnect.com/knowledge-base/how-to-mark-a-customer-order-as-ready-for-dispatch)
- [How to Edit a Customer order](https://support.palletconnect.com/knowledge-base/how-to-edit-a-customer-order)
- [How to send order details as an Open Link to a Customer](https://support.palletconnect.com/knowledge-base/how-to-send-order-details-as-an-open-link-to-a-customer)
- [How to manually send Order details via Email to a Customer](https://support.palletconnect.com/knowledge-base/how-to-manually-send-order-details-via-email-to-a-customer)
- [How to create a New Customer Order](https://support.palletconnect.com/knowledge-base/how-to-create-a-new-customer-order)
- [How to Schedule a Trailer Pick-Up within a Customer Order using a one step process.](https://support.palletconnect.com/knowledge-base/how-to-schedule-a-trailer-pick-up-within-a-customer-order-using-a-one-step-process)
- [Create a Recurring Order for a Customer](https://support.palletconnect.com/knowledge-base/create-a-recurring-order-for-a-customer)

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## Customer Profile

- [How to Set a Default Stack Quantity for a Customer Linked Stock Item.](https://support.palletconnect.com/knowledge-base/how-to-set-a-default-stack-quantity-for-a-customer-linked-stock-item)
- [Setting Up Emails at Contact People level.](https://support.palletconnect.com/knowledge-base/setting-up-emails-at-contact-people-level)
- [How To View a List of payment terms for Customers](https://support.palletconnect.com/knowledge-base/how-to-view-a-list-of-payment-terms-for-customers)
- [Stock: How to Add a Comment to a Linked Stock Item](https://support.palletconnect.com/knowledge-base/stock-how-to-add-a-comment-to-a-linked-stock-item)
- [Why is there an error message (!) next to a contact name?](https://support.palletconnect.com/knowledge-base/why-is-there-an-error-message-next-to-a-contact-name)
- [Customer Profile: Enabling Required PO Fields for Customers](https://support.palletconnect.com/knowledge-base/customer-profile-enabling-required-po-fields-for-customers)
- [How to set up a Location to "Invoice to Head Office".](https://support.palletconnect.com/knowledge-base/how-to-set-up-a-location-to-invoice-to-head-office.-)
- [How to Assign a Customer to a Head Office location](https://support.palletconnect.com/knowledge-base/how-to-assign-a-customer-to-a-head-office-location)
- [Overview of Locations tab for Customer profile.](https://support.palletconnect.com/knowledge-base/overview-of-locations-tab-for-customer-profile)
- [How to Reactivate a Customer account](https://support.palletconnect.com/knowledge-base/how-to-reactivate-a-customer-account)
- [Overview of the General tab in Customer Profile](https://support.palletconnect.com/knowledge-base/overview-of-the-general-tab-in-customer-profile)
- [How to take a Customer account off hold](https://support.palletconnect.com/knowledge-base/how-to-take-a-customer-account-off-hold)
- [Overview of the Physical Address tab in the Customer Profile.](https://support.palletconnect.com/knowledge-base/overview-of-the-physical-address-tab-in-the-customer-profile)
- [How to apply Credit to a Customer profile](https://support.palletconnect.com/knowledge-base/how-to-apply-credit-to-a-customer-profile)
- [How to use the Notes feature in the Customer profile](https://support.palletconnect.com/knowledge-base/how-to-use-the-notes-feature-in-the-customer-profile)
- [How to Add a Payment Term to a Customer profile.](https://support.palletconnect.com/knowledge-base/how-to-add-a-payment-term-to-a-customer-profile)
- [Add a Comment in a Customer Profile.](https://support.palletconnect.com/knowledge-base/add-a-comment-in-a-customer-profile)
- [Applying tax and custom taxes to a Customer](https://support.palletconnect.com/knowledge-base/applying-tax-and-custom-taxes-to-a-customer)
- [How to Link Affiliates to a Customer Profile](https://support.palletconnect.com/knowledge-base/how-to-link-affiliates-to-a-customer-profile)
- [How to Place a Customer Account On Hold](https://support.palletconnect.com/knowledge-base/how-to-place-a-customer-account-on-hold)
- [How to create a new customer profile](https://support.palletconnect.com/knowledge-base/how-to-create-a-new-customer-profile)
- [Overview of Available Facilities tab in Customer Profile](https://support.palletconnect.com/knowledge-base/overview-of-available-facilities-tab-in-customer-profile)
- [How to Unlink a Customer from a Head Office location](https://support.palletconnect.com/knowledge-base/how-to-unlink-a-customer-from-a-head-office-location)
- [How can I get payment terms to show on the customer invoice?](https://support.palletconnect.com/knowledge-base/how-can-i-get-payment-terms-to-show-on-the-customer-invoice)
- [Adding a new contact in a Customer profile](https://support.palletconnect.com/knowledge-base/adding-a-new-contact-in-a-customer-profile)
- [Add an additional location to a Customer profile (Create a head office location).](https://support.palletconnect.com/knowledge-base/add-an-additional-location-to-a-customer-profile-create-a-head-office-location)
- [How to Deactivate a Customer Account](https://support.palletconnect.com/knowledge-base/how-to-deactivate-a-customer-account)
- [How to delete a note from a Contact profile.](https://support.palletconnect.com/knowledge-base/how-to-delete-a-note-from-a-contact-profile)
- [How to set up a blanket/repeat or current PO number used for a Customer's orders .](https://support.palletconnect.com/knowledge-base/how-to-set-up-a-repeating-po-number-used-for-a-customers-orders)
- [How to Edit Contact Details in a Customer profile](https://support.palletconnect.com/knowledge-base/how-to-edit-contact-details-in-a-customer-profile)
- [How to link a Stock Item to a Customer](https://support.palletconnect.com/knowledge-base/how-to-link-a-stock-item-to-a-customer)
- [How to Set Upfront Payment Requirement for a Customer](https://support.palletconnect.com/knowledge-base/how-to-set-upfront-payment-requirement-for-a-customer)
- [Overview of the Invoice details tab in the Customer Profile](https://support.palletconnect.com/knowledge-base/overview-of-the-invoice-details-tab-in-the-customer-profile)
- [How to Unlink an Affiliate from a Customer Account](https://support.palletconnect.com/knowledge-base/how-to-unlink-an-affiliate-from-a-customer-account)
- [Viewing Customer Transactions from contact profile.](https://support.palletconnect.com/knowledge-base/viewing-customer-transactions-from-contact-profile)
- [How to Remove Upfront Payment Requirement for a Customer](https://support.palletconnect.com/knowledge-base/how-to-remove-upfront-payment-requirement-for-a-customer)
- [How to Create and Edit an Order Template for a Customer.](https://support.palletconnect.com/knowledge-base/how-to-create-and-edit-an-order-template-for-a-customer)

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## Invoices / payment

- [How to View Customer Payments from Order History](https://support.palletconnect.com/knowledge-base/how-to-view-customer-payments-from-order-history-)
- [Pallet Pay: Feature Overview](https://support.palletconnect.com/knowledge-base/pallet-pay-feature-overview)
- [How to Edit "Invoice To" Address on an Invoice (Locked Transaction)](https://support.palletconnect.com/knowledge-base/how-to-edit-invoice-to-address-on-an-invoice-locked-transaction)
- [Viewing invoices](https://support.palletconnect.com/knowledge-base/viewing-invoices)
- [How can I add taxes on invoice?](https://support.palletconnect.com/knowledge-base/how-can-i-add-taxes-on-invoice)
- [How to revoke Paid status on a Customer order](https://support.palletconnect.com/knowledge-base/how-to-revoke-paid-status-on-a-customer-order)
- [How to create a new Customer Invoice (without an order number)](https://support.palletconnect.com/knowledge-base/how-to-create-a-new-customer-invoice-without-an-order-number)
- [How to add a Credit Card processing fee at time of payment](https://support.palletconnect.com/knowledge-base/how-to-add-a-credit-card-processing-fee-at-time-of-payment)
- [How to add a Credit Card sur charge to every order for a contact](https://support.palletconnect.com/knowledge-base/how-to-add-a-credit-card-sur-charge-to-every-order-for-a-contact)
- [How to generate a Customer Credit Memo from an Invoice](https://support.palletconnect.com/knowledge-base/how-to-generate-a-customer-credit-memo-from-an-invoice)
- [How to Generate a Pro Forma Invoice from a Customer Order](https://support.palletconnect.com/knowledge-base/how-to-generate-a-pro-forma-invoice-from-a-customer-order)
- [How to create an Invoice from a Customer order](https://support.palletconnect.com/knowledge-base/how-to-create-an-invoice-from-a-customer-order)
- [How to mark a Customer Order as Paid](https://support.palletconnect.com/knowledge-base/how-to-mark-a-customer-order-as-paid)
- [How to create a Credit Memo for a Customer without using an Invoice](https://support.palletconnect.com/knowledge-base/how-to-create-a-credit-memo-for-a-customer-without-using-an-invoice)

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## Customer Portal

- [Manage Users from within the Customer Portal](https://support.palletconnect.com/knowledge-base/manage-users-from-within-the-customer-portal)
- [How to Add a New User to the Customer Portal](https://support.palletconnect.com/knowledge-base/how-to-add-a-new-user-to-the-customer-portal)
- [How to place a New Order using the Pallet Connect Customer Portal](https://support.palletconnect.com/knowledge-base/how-to-place-a-new-order-using-the-pallet-connect-customer-portal)
- [Overview of the Pallet Connect Customer Portal](https://support.palletconnect.com/knowledge-base/overview-of-the-pallet-connect-customer-portal)

## Customer Pages

- [How do I see when a Customer was created in Pallet Connect?](https://support.palletconnect.com/knowledge-base/how-do-i-see-when-a-customer-was-created-in-pallet-connect)
- [How to see a list of first recorded transactions for Customers](https://support.palletconnect.com/knowledge-base/how-to-see-a-list-of-first-recorded-transactions-for-customers)
- [Customer Commission Report page overview](https://support.palletconnect.com/knowledge-base/customer-commission-report-page-overview)
- [Customer Monthly Statement page overview](https://support.palletconnect.com/knowledge-base/customer-monthly-statement-page-overview)
- [Customer Recurring/Blanket order summary page overview](https://support.palletconnect.com/knowledge-base/customer-recurring/blanket-order-summary-page-overview)
- [Transaction History for all Customers page overview](https://support.palletconnect.com/knowledge-base/transaction-history-for-all-customers-page-overview)
- [Customer Invoices page overview](https://support.palletconnect.com/knowledge-base/customer-invoices-page-overview)
- [Customer Load Summary page overview](https://support.palletconnect.com/knowledge-base/customer-load-summary-page-overview)
- [Manage Customers page overview](https://support.palletconnect.com/knowledge-base/manage-customers-page-overview)
- [Customer Payment page overview](https://support.palletconnect.com/knowledge-base/customer-payment-page-overview)
- [Customer Back Orders page overview](https://support.palletconnect.com/knowledge-base/customer-back-orders-page-overview)
- [Customer Order Planner page overview](https://support.palletconnect.com/knowledge-base/customer-order-planner-page-overview)
- [Customer Batch Order Approval page overview](https://support.palletconnect.com/knowledge-base/customer-batch-order-approval-page-overview)
- [Customer Daily Summary page overview](https://support.palletconnect.com/knowledge-base/customer-daily-summary-page-overview)
- [How to use the Customer Order History page](https://support.palletconnect.com/knowledge-base/how-to-use-the-customer-order-history-page)
- [Current Orders page overview](https://support.palletconnect.com/knowledge-base/current-orders-page-overview)
- [Customer Summary by Item Report page overview](https://support.palletconnect.com/knowledge-base/customer-summary-by-item-report-page-overview)

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## Quotes

- [Manage Leads page overview](https://support.palletconnect.com/knowledge-base/manage-leads-page-overview)
- [Overview of the Quote List page](https://support.palletconnect.com/knowledge-base/overview-of-the-quote-list-page)
- [Using the Quote tool in Pallet Connect](https://support.palletconnect.com/knowledge-base/using-the-quote-tool-in-pallet-connect)
- [How to Add a New Lead in Pallet Connect](https://support.palletconnect.com/knowledge-base/how-to-add-a-new-lead-in-pallet-connect)

## Customer Questions

- [Customer Order Reference Numbers Explained](https://support.palletconnect.com/knowledge-base/customer-order-reference-numbers-explained)
- [How to NOT send a Confirmation email during Customer Order creation](https://support.palletconnect.com/knowledge-base/how-to-not-send-a-confirmation-email-during-customer-order-creation)
- [How to see Customer Locations on a Map View](https://support.palletconnect.com/knowledge-base/how-to-see-customer-locations-on-a-map-view)
- [How to view Vendor and Customer transactions in one planner view](https://support.palletconnect.com/knowledge-base/how-to-view-vendor-and-customer-transactions-in-one-planner-view)
- [The Bulk Action checkboxes are missing from Current Orders page](https://support.palletconnect.com/knowledge-base/the-bulk-action-checkboxes-are-missing-from-current-orders-page)
- [Bulk Action: How to Download and Print multiple Delivery Slips (BOL)](https://support.palletconnect.com/knowledge-base/bulk-action-how-to-download-and-print-multiple-delivery-slips-bol)
- [Which report will show me a list of when customers last ordered?](https://support.palletconnect.com/knowledge-base/which-report-will-show-me-a-list-of-when-customers-last-ordered)
- [How can my Customers see a list of their pallet prices?](https://support.palletconnect.com/knowledge-base/how-can-my-customers-see-a-list-of-their-pallet-prices)
- [How do I create monthly invoices for a Customer?](https://support.palletconnect.com/knowledge-base/how-do-i-create-monthly-invoices-for-a-customer)
- [How to Export Delivery Transactions for Customer Orders](https://support.palletconnect.com/knowledge-base/how-to-export-delivery-transactions-for-customer-orders)

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- [Getting started](https://support.palletconnect.com/knowledge-base/getting-started#main-content)

    - [How to Create Affiliates](https://support.palletconnect.com/knowledge-base/getting-started#how-to-create-affiliates)
    - [Initial Set Up](https://support.palletconnect.com/knowledge-base/getting-started#initial-set-up)
    - [How to Create Vendors](https://support.palletconnect.com/knowledge-base/getting-started#how-to-create-vendors)
    - [How to Set up Users](https://support.palletconnect.com/knowledge-base/getting-started#how-to-set-up-users)
    - [How to Set up employees](https://support.palletconnect.com/knowledge-base/getting-started#how-to-set-up-employees)
    - [How to create stock items](https://support.palletconnect.com/knowledge-base/getting-started#how-to-create-stock-items)
    - [How to Create Suppliers](https://support.palletconnect.com/knowledge-base/getting-started#how-to-create-suppliers)
    - [Importing data](https://support.palletconnect.com/knowledge-base/getting-started#importing-data)
    - [Workstations](https://support.palletconnect.com/knowledge-base/getting-started#workstations)
    - [How to Set up Customers](https://support.palletconnect.com/knowledge-base/getting-started#how-to-set-up-customers)
- [Export and Import Data](https://support.palletconnect.com/knowledge-base/export-and-import-data#main-content)

    - [Data Questions](https://support.palletconnect.com/knowledge-base/export-and-import-data#data-questions)
    - [Export Data](https://support.palletconnect.com/knowledge-base/export-and-import-data#export-data)
    - [Import Data](https://support.palletconnect.com/knowledge-base/export-and-import-data#import-data)
- [Reports](https://support.palletconnect.com/knowledge-base/reports#main-content)

    - [Stock](https://support.palletconnect.com/knowledge-base/reports#stock)
    - [Transactions](https://support.palletconnect.com/knowledge-base/reports#transactions)
    - [Logistics](https://support.palletconnect.com/knowledge-base/reports#logistics)
- [Settings](https://support.palletconnect.com/knowledge-base/settings#main-content)

    - [Features](https://support.palletconnect.com/knowledge-base/settings#features)
    - [Printers](https://support.palletconnect.com/knowledge-base/settings#printers)
    - [Billing](https://support.palletconnect.com/knowledge-base/settings#billing)
    - [Multi-facility](https://support.palletconnect.com/knowledge-base/settings#multi-facility)
    - [Settings Questions](https://support.palletconnect.com/knowledge-base/settings#settings-questions)
    - [Privacy](https://support.palletconnect.com/knowledge-base/settings#privacy)
- [Logistics](https://support.palletconnect.com/knowledge-base/logistics#main-content)

    - [Transport Company Profile](https://support.palletconnect.com/knowledge-base/logistics#transport-company-profile)
    - [Logistics Planners](https://support.palletconnect.com/knowledge-base/logistics#logistics-planners)
    - [Logistics Processes](https://support.palletconnect.com/knowledge-base/logistics#logistics-processes)
- [Vendors and Suppliers](https://support.palletconnect.com/knowledge-base/vendors-and-suppliers#main-content)

    - [Vendor Profile](https://support.palletconnect.com/knowledge-base/vendors-and-suppliers#vendor-profile)
    - [Vendor Transactions](https://support.palletconnect.com/knowledge-base/vendors-and-suppliers#vendor-transactions)
    - [Supplier Pages](https://support.palletconnect.com/knowledge-base/vendors-and-suppliers#supplier-pages)
    - [Supplier Profile](https://support.palletconnect.com/knowledge-base/vendors-and-suppliers#supplier-profile)
    - [Supplier Transactions](https://support.palletconnect.com/knowledge-base/vendors-and-suppliers#supplier-transactions)
    - [Vendor Questions](https://support.palletconnect.com/knowledge-base/vendors-and-suppliers#vendor-questions)
    - [Unprocessed Trailers](https://support.palletconnect.com/knowledge-base/vendors-and-suppliers#unprocessed-trailers)
    - [Vendor Pages](https://support.palletconnect.com/knowledge-base/vendors-and-suppliers#vendor-pages)
    - [Vendor Portal](https://support.palletconnect.com/knowledge-base/vendors-and-suppliers#vendor-portal)
- [Productivity](https://support.palletconnect.com/knowledge-base/productivity#main-content)

    - [Production](https://support.palletconnect.com/knowledge-base/productivity#production)
    - [Planners and Resources](https://support.palletconnect.com/knowledge-base/productivity#planners-and-resources)
    - [Production Questions](https://support.palletconnect.com/knowledge-base/productivity#production-questions)
- [Customers](https://support.palletconnect.com/knowledge-base/customers#main-content)

    - [Orders / Sales](https://support.palletconnect.com/knowledge-base/customers#orders-sales)
    - [Customer Profile](https://support.palletconnect.com/knowledge-base/customers#customer-profile)
    - [Invoices / payment](https://support.palletconnect.com/knowledge-base/customers#invoices-payment)
    - [Customer Portal](https://support.palletconnect.com/knowledge-base/customers#customer-portal)
    - [Customer Pages](https://support.palletconnect.com/knowledge-base/customers#customer-pages)
    - [Quotes](https://support.palletconnect.com/knowledge-base/customers#quotes)
    - [Customer Questions](https://support.palletconnect.com/knowledge-base/customers#customer-questions)
- [Brokerage](https://support.palletconnect.com/knowledge-base/brokerage#main-content)

    - [Affiliate Profile](https://support.palletconnect.com/knowledge-base/brokerage#affiliate-profile)
    - [Affiliate Transactions](https://support.palletconnect.com/knowledge-base/brokerage#affiliate-transactions)
    - [Affiliate Portal](https://support.palletconnect.com/knowledge-base/brokerage#affiliate-portal)
    - [Brokerage Profile](https://support.palletconnect.com/knowledge-base/brokerage#brokerage-profile)
    - [Broker Transactions](https://support.palletconnect.com/knowledge-base/brokerage#broker-transactions)
    - [Affiliate Questions](https://support.palletconnect.com/knowledge-base/brokerage#affiliate-questions)
    - [Brokerage pages](https://support.palletconnect.com/knowledge-base/brokerage#brokerage-pages)
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    - [Employees](https://support.palletconnect.com/knowledge-base/employees#employees)
    - [Employee Profile](https://support.palletconnect.com/knowledge-base/employees#employee-profile)
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    - [Manage Stock Items](https://support.palletconnect.com/knowledge-base/stock-and-services#manage-stock-items)
    - [Stock Questions](https://support.palletconnect.com/knowledge-base/stock-and-services#stock-questions)
    - [Stock Item Profile](https://support.palletconnect.com/knowledge-base/stock-and-services#stock-item-profile)
    - [Stock/Services Reports](https://support.palletconnect.com/knowledge-base/stock-and-services#stock-services-reports)
    - [Assets](https://support.palletconnect.com/knowledge-base/stock-and-services#assets)
- [What's New](https://support.palletconnect.com/knowledge-base/whats-new#main-content)

    - [New Features](https://support.palletconnect.com/knowledge-base/whats-new#new-features)
- [Users](https://support.palletconnect.com/knowledge-base/users#main-content)

    - [Adding users](https://support.palletconnect.com/knowledge-base/users#adding-users)
    - [Features](https://support.palletconnect.com/knowledge-base/users#features)

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