1. This article shows how to set up a Broker profile in Pallet Connect.
A Broker is someone your organization completes work for, on their behalf.
2. Navigate to the main menu and click "Customers"
3. Click "Manage Brokers"
4. Click "Add New Contact"
5. Click this field to enter the company name.
TIP! Only the name needs to be entered to save the profile. All other details can be entered afterwards, if needed.
6. General information is entered on the first screen.
Click "next" to continue.
7. Add Physical Address and click "next" to continue.
8. Click this dropdown to add sales terms.
9. Add the invoice address.
If the physical address is the same as the invoice address click "copy from physical address".
10. Click the "Is A Broker" field for contact to be saved as a Broker.
More than 1 contact type can be checked off.
11. Ensure that contact is "Active". Only "active" contact will be available to choose for transactions.
12. Click on available facilities, only if multi-facility is enabled.
13. Click "Save" to complete
14. The contact will now show up as an active Broker in "Manage Brokers" page.
Click on the Broker's name to access the profile.
15. To link Customers to a Broker, click the "add new location" button.
See related article on Linking Customers and Brokers.
16. Additional information can be added to the tabs.
17. For example, click the "Contact People" tab to add contacts for the company.
18. Click "Save" to complete any changes.
