--- title: How to link a Stock Item to a Contact (Broker) description: Pallet Connect --- [Skip to content](https://support.palletconnect.com/knowledge-base/how-to-link-a-stock-item-to-a-contact-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 link a Stock Item to a Contact (Broker) 1\. Once Stock Items and Brokers have been added to the system, a beneficial step can be to link items to the contact. Stock items that are regularly associated with a Broker can be linked to their profile so that they do not have to entered each time a transaction occurs. A custom price can also be added, that will override the regular price. This can streamline transaction processes for Pallet Connect users. **TIP!** SHORTCUT: Type the Broker name into the Global Search tool, located at the top right of each page. This will bypass steps 2 -4.   2\. Navigate to the main menu. Click "Brokerage" ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/File-May-08-2025-04-39-57-2066-PM.png)   3\. Click "Manage Brokers" ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/File-May-08-2025-04-40-01-4128-PM.png)   4\. Click on the selected Broker from the list. ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/File-May-08-2025-04-40-07-4015-PM.png)   5\. Click the "Linked Stock Items" tab. ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/File-May-08-2025-04-40-11-7373-PM.png)   6\. **NOTE:** These text boxes allow for bulk changes to existing items. ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/File-May-08-2025-04-40-16-9232-PM.png)   7\. Click the "Start Typing To Search" field to "Search to Link an Item". ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/File-May-08-2025-04-40-21-9883-PM.png)   8\. Select the item from the drop down menu. ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/File-May-08-2025-04-40-26-9080-PM.png)   9\. Click on the stock item name to be linked to the item profile. ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/File-May-08-2025-04-40-31-7925-PM.png)   10\. Update to the stock item can be made, if needed. Click "cancel" or "update" to return to the Broker profile. ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/File-May-08-2025-04-40-37-0706-PM.png)   11\. Click the "Optional Custom Name" field to add an additional name for the purpose of this Broker only. ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/File-May-08-2025-04-40-41-7703-PM.png)   12\. Click this dropdown to select transport type. ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/File-May-08-2025-04-40-47-3485-PM.png)   13\. Click this dropdown to indicate loading type. ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/File-May-08-2025-04-40-52-4898-PM.png)   14\. If "Painted" option is toggled on, there will be fields to add the colour and location of paint. ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/File-May-08-2025-04-40-57-4720-PM.png)   15\. If the Stencilled option is toggled on there will be fields to add stencil text and location. ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/File-May-08-2025-04-41-01-8621-PM.png)   16\. If the Banded option is toggled on, there are fields to add details. ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/File-May-08-2025-04-41-06-7693-PM.png)   17\. Click this number field to add a selling price. **TIP**!This will be the price for this Broker only and will override the general selling price for the stock item. "Allow Selling" must be enabled to add price. ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/File-May-08-2025-04-41-12-0319-PM.png)   18\. Click this number field to add buying price for this Broker. **TIP!** Allow buying must be enabled to add the buying price. ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/File-May-08-2025-04-41-17-0049-PM.png)   19\. Click "Add New Comment" to attach a comment to the stock item. ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/File-May-08-2025-04-41-21-8159-PM.png)   20\. Click this dropdown to select the Comment Type. **TIP!** The Comment Type must be set up in the Settings tab from the main menu, prior to adding a Comment. ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/File-May-08-2025-04-41-27-0157-PM.png)   21\. Click this field to add the actual Comment. ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/File-May-08-2025-04-41-32-0010-PM.png)   22\. Click here to save. ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/File-May-08-2025-04-41-36-9547-PM.png) 23\. Click "Save" to complete. ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/File-May-08-2025-04-41-42-3175-PM.png)   24\. **TIP!** When a new transaction is processed for this Broker, the stock item will automatically appear on the list. Click on the drop down to view the details of the item e.g stencilling. ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/File-May-08-2025-04-41-47-9430-PM.png)   25\. **TIP!** The Broker name will show up in the Stock Item Profile as a "Linked Contact". ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/File-May-08-2025-04-41-52-3351-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) - 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