--- title: How to create a new Contact Profile (Broker). description: Pallet Connect --- [Skip to content](https://support.palletconnect.com/knowledge-base/how-to-create-a-new-contact-profile-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. [Brokerage Profile](https://support.palletconnect.com/knowledge-base/brokerage?hsLang=en#brokerage-profile) # How to create a new Contact Profile (Broker). 1\. Setting up an Broker profile in Pallet Connect is very efficient.   2\. Navigate to the main menu. Click "Brokerage" ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/File-May-08-2025-04-32-09-0983-PM.png)   3\. Click "Manage Broker" ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/File-May-08-2025-04-32-13-8013-PM.png)   4\. Click "Add New Broker" ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/File-May-08-2025-04-32-18-3311-PM.png)   5\. Click this field to add the name of the Broker. If there is an existing contact with the same name it will appear in the drop down menu. **TIP!** "Is a company" does not affect any settings for the Broker. It is used by admin to determine if the Broker is a company or independent operator. **TIP!** A company name must be added to save the contact as an Broker. ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/File-May-08-2025-04-32-23-4536-PM.png)   6\. Click here to set whether taxes are applied to this Broker. Select whether pricing and/or details will be shown on any rebates. ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/File-May-08-2025-04-32-29-1436-PM.png)   7\. Click "Next" ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/File-May-08-2025-04-32-33-7823-PM.png)   8\. Add delivery and receiving information and fees. ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/File-May-08-2025-04-32-38-8241-PM.png)   9\. Click these fields to enter address information. ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/File-May-08-2025-04-32-44-3142-PM.png)   10\. Click "Next" ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/File-May-08-2025-04-32-48-7971-PM.png)   11\. On this page enter the invoicing details. For example, any payment terms and the invoice address. ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/File-May-08-2025-04-32-53-3440-PM.png)   12\. **TIP!** If the Physical Address is the same as the invoice address, click the "Copy From Physical Address" button to auto populate the fields. ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/File-May-08-2025-04-32-59-8734-PM.png)   13\. Click "Next" ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/File-May-08-2025-04-33-04-4428-PM.png)   14\. The next page allows the user to enable email. It also allows the contact to be added to other categories. A contact can be applied to more than one category easily, by checking the boxes that apply to the contact. The contact does then not have to be added twice. **TIP!** The "Active" box must be checked in order for the Broker to show up in transaction lists e.g. for Customer orders. ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/File-May-08-2025-04-33-08-5137-PM.png)   15\. Click "Next" ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/File-May-08-2025-04-33-14-1658-PM.png)   16\. If multi facility has been enabled for more than one site. The Broker can be linked to different sites, by checking the boxes. ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/File-May-08-2025-04-33-19-2781-PM.png)   17\. Once completed, click "Save". There is an option to scroll back through the information and make changes, if needed. ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/File-May-08-2025-04-33-24-6341-PM.png) - [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) - [Import Data](https://support.palletconnect.com/knowledge-base/export-and-import-data?hsLang=en#import-data) - [Reports](https://support.palletconnect.com/knowledge-base/reports?hsLang=en#main-content) - [Stock](https://support.palletconnect.com/knowledge-base/reports?hsLang=en#stock) - [Transactions](https://support.palletconnect.com/knowledge-base/reports?hsLang=en#transactions) - [Logistics](https://support.palletconnect.com/knowledge-base/reports?hsLang=en#logistics) - [Settings](https://support.palletconnect.com/knowledge-base/settings?hsLang=en#main-content) - [Features](https://support.palletconnect.com/knowledge-base/settings?hsLang=en#features) - [Printers](https://support.palletconnect.com/knowledge-base/settings?hsLang=en#printers) - [Billing](https://support.palletconnect.com/knowledge-base/settings?hsLang=en#billing) - [Multi-facility](https://support.palletconnect.com/knowledge-base/settings?hsLang=en#multi-facility) - [Settings Questions](https://support.palletconnect.com/knowledge-base/settings?hsLang=en#settings-questions) - [Privacy](https://support.palletconnect.com/knowledge-base/settings?hsLang=en#privacy) - [Logistics](https://support.palletconnect.com/knowledge-base/logistics?hsLang=en#main-content) - [Transport Company Profile](https://support.palletconnect.com/knowledge-base/logistics?hsLang=en#transport-company-profile) - [Logistics Planners](https://support.palletconnect.com/knowledge-base/logistics?hsLang=en#logistics-planners) - [Logistics Processes](https://support.palletconnect.com/knowledge-base/logistics?hsLang=en#logistics-processes) - [Vendors and Suppliers](https://support.palletconnect.com/knowledge-base/vendors-and-suppliers?hsLang=en#main-content) - [Vendor Profile](https://support.palletconnect.com/knowledge-base/vendors-and-suppliers?hsLang=en#vendor-profile) - [Vendor Transactions](https://support.palletconnect.com/knowledge-base/vendors-and-suppliers?hsLang=en#vendor-transactions) - [Supplier Pages](https://support.palletconnect.com/knowledge-base/vendors-and-suppliers?hsLang=en#supplier-pages) - [Supplier Profile](https://support.palletconnect.com/knowledge-base/vendors-and-suppliers?hsLang=en#supplier-profile) - [Supplier Transactions](https://support.palletconnect.com/knowledge-base/vendors-and-suppliers?hsLang=en#supplier-transactions) - [Vendor Questions](https://support.palletconnect.com/knowledge-base/vendors-and-suppliers?hsLang=en#vendor-questions) - [Unprocessed Trailers](https://support.palletconnect.com/knowledge-base/vendors-and-suppliers?hsLang=en#unprocessed-trailers) - [Vendor Pages](https://support.palletconnect.com/knowledge-base/vendors-and-suppliers?hsLang=en#vendor-pages) - [Vendor Portal](https://support.palletconnect.com/knowledge-base/vendors-and-suppliers?hsLang=en#vendor-portal) - [Productivity](https://support.palletconnect.com/knowledge-base/productivity?hsLang=en#main-content) - [Production](https://support.palletconnect.com/knowledge-base/productivity?hsLang=en#production) - [Planners and Resources](https://support.palletconnect.com/knowledge-base/productivity?hsLang=en#planners-and-resources) - [Production Questions](https://support.palletconnect.com/knowledge-base/productivity?hsLang=en#production-questions) - [Customers](https://support.palletconnect.com/knowledge-base/customers?hsLang=en#main-content) - [Orders / Sales](https://support.palletconnect.com/knowledge-base/customers?hsLang=en#orders-sales) - [Customer Profile](https://support.palletconnect.com/knowledge-base/customers?hsLang=en#customer-profile) - [Invoices / payment](https://support.palletconnect.com/knowledge-base/customers?hsLang=en#invoices-payment) - [Customer Portal](https://support.palletconnect.com/knowledge-base/customers?hsLang=en#customer-portal) - [Customer Pages](https://support.palletconnect.com/knowledge-base/customers?hsLang=en#customer-pages) - [Quotes](https://support.palletconnect.com/knowledge-base/customers?hsLang=en#quotes) - [Customer Questions](https://support.palletconnect.com/knowledge-base/customers?hsLang=en#customer-questions) - [Brokerage](https://support.palletconnect.com/knowledge-base/brokerage?hsLang=en#main-content) - [Affiliate Profile](https://support.palletconnect.com/knowledge-base/brokerage?hsLang=en#affiliate-profile) - [Affiliate Transactions](https://support.palletconnect.com/knowledge-base/brokerage?hsLang=en#affiliate-transactions) - [Affiliate Portal](https://support.palletconnect.com/knowledge-base/brokerage?hsLang=en#affiliate-portal) - [Brokerage Profile](https://support.palletconnect.com/knowledge-base/brokerage?hsLang=en#brokerage-profile) - [Broker Transactions](https://support.palletconnect.com/knowledge-base/brokerage?hsLang=en#broker-transactions) - [Affiliate Questions](https://support.palletconnect.com/knowledge-base/brokerage?hsLang=en#affiliate-questions) - [Brokerage pages](https://support.palletconnect.com/knowledge-base/brokerage?hsLang=en#brokerage-pages) - [Employees](https://support.palletconnect.com/knowledge-base/employees?hsLang=en#main-content) - [Employees](https://support.palletconnect.com/knowledge-base/employees?hsLang=en#employees) - [Employee Profile](https://support.palletconnect.com/knowledge-base/employees?hsLang=en#employee-profile) - [Stock and Services](https://support.palletconnect.com/knowledge-base/stock-and-services?hsLang=en#main-content) - [Manage Stock Items](https://support.palletconnect.com/knowledge-base/stock-and-services?hsLang=en#manage-stock-items) - [Stock Questions](https://support.palletconnect.com/knowledge-base/stock-and-services?hsLang=en#stock-questions) - [Stock Item Profile](https://support.palletconnect.com/knowledge-base/stock-and-services?hsLang=en#stock-item-profile) - [Stock/Services Reports](https://support.palletconnect.com/knowledge-base/stock-and-services?hsLang=en#stock-services-reports) - [Assets](https://support.palletconnect.com/knowledge-base/stock-and-services?hsLang=en#assets) - [What's New](https://support.palletconnect.com/knowledge-base/whats-new?hsLang=en#main-content) - [New Features](https://support.palletconnect.com/knowledge-base/whats-new?hsLang=en#new-features) - [Users](https://support.palletconnect.com/knowledge-base/users?hsLang=en#main-content) - [Adding users](https://support.palletconnect.com/knowledge-base/users?hsLang=en#adding-users) - [Features](https://support.palletconnect.com/knowledge-base/users?hsLang=en#features) [![logo1\_on\_transparent](https://support.palletconnect.com/hs-fs/hubfs/Logo%20pack/logo1_on_transparent.png?width=350&height=35&name=logo1_on_transparent.png "logo1_on_transparent")](https://support.palletconnect.com/knowledge-base?hsLang=en) [mailto:support@palletconnect.com](mailto:support@palletconnect.com) Copyright © 2025, Pallet Connect