--- title: Overview of the General tab in Contact Profile (Broker) description: Pallet Connect --- [Skip to content](https://support.palletconnect.com/knowledge-base/overview-of-the-general-tab-in-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) # Overview of the General tab in Contact Profile (Broker) 1\. The Broker profile is organized into various tabs. This articles provides an overview of the information in the General tab. **TIP!** SHORTCUT: Type the Broker name into the global search tool, located at the top right corner of each page. This will bypass steps 2-4.   2\. Navigate to the main menu and click "Brokerage" ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/user_cropped_screenshot-May-08-2025-04-41-59-1391-PM.png)   3\. Click "Manage Brokers" ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/File-May-08-2025-04-42-04-4198-PM.png)   4\. Click the selected Broker from the list. ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/File-May-08-2025-04-42-12-3716-PM.png)   5\. The General tab is always displayed first. **TIP!** The action buttons at the top of the profile can be accessed from all tabs. The Notes section can be accessed from all tabs also. ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/File-May-08-2025-04-42-14-9580-PM.png)   6\. Click "Is this a company" **TIP!** This will not affect any settings regarding the Broker. It is used by admin to determine if the Broker is a company or an independent operator. Company information can be edited in this tab. For example, company name or telephone number. **TIP!** Company email addresses are found in the Contacts tab. ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/File-May-08-2025-04-42-19-7133-PM.png)   7\. Click here on the toggle button to determine if tax is applied to the Broker transactions. If tax is applied then the Broker's business number can be added. ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/File-May-08-2025-04-42-25-5637-PM.png)   8\. Click here to add custom tax rules. See related article. ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/File-May-08-2025-04-42-29-6794-PM.png)   9\. If tax is not applied to a Broker, then a "Tax Exemption Reason" can be added. ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/File-May-08-2025-04-42-35-9485-PM.png)   10\. Click these fields to determine if pricing and/or details will be shown on rebates for this Broker. ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/File-May-08-2025-04-42-42-3050-PM.png)   11\. Click "Add New Comment" to attach a comment to a Broker profile. ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/File-May-08-2025-04-42-46-3718-PM.png)   12\. Click this dropdown to select a Comment Type. **TIP!** The Comment Type must be set up in the Settings tab of the main menu, prior to adding Comments. ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/File-May-08-2025-04-42-50-6063-PM.png)   13\. Click this field to add the actual comment. ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/File-May-08-2025-04-42-55-9850-PM.png)   14\. **TIP!** The action buttons at the bottom of the page can be accessed from every tab in the Broker profile. ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/File-May-08-2025-04-43-00-1727-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) - 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[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) - 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