Brokers
The Brokers section allows you to view and manage contacts registered as brokers within the platform.
Figure 1. Brokers list
Brokers List
The list displays the main information for registered brokers.
Identifies the registered broker.
Displays the code associated with the broker.
Displays the email address associated with the broker.
Available Actions
Allows you to locate brokers within the list.
Allows you to register a new broker.
Create Broker
When you select New Broker, the Create Broker form opens.
Figure 2. General information and main address for a Broker
General
Allows you to define the account type corresponding to the broker.
Allows you to enter the broker's name.
Displays the code associated with the broker.
Allows you to enter a brand associated with the contact.
Allows you to associate tags with the broker.
Allows you to upload an image associated with the contact.
Main Address
Allows you to enter the main address.
Allows you to enter additional address information.
Allows you to enter the corresponding city.
Allows you to enter the postal code for the address.
Allows you to select the country corresponding to the address.
Allows you to select the associated province.
Figure 3. Contact, tax, and commercial information for a Broker
Contact Information
Allows you to enter an account number associated with the broker.
Allows you to enter the email address.
Allows you to select the language associated with the contact.
Allows you to enter a phone number.
Allows you to enter a mobile phone number.
Allows you to enter the website associated with the broker.
Tax Information
Allows you to select the corresponding tax status.
Allows you to select the associated document type.
Allows you to enter the corresponding tax identification number.
Commercial Information
At the bottom of the form, the Sales, Purchases, and Other Information tabs are available.
Sales
Allows you to select the associated salesperson.
Allows you to select the corresponding payment terms.
Allows you to select the associated payment method.
Purchases
The Purchases tab allows you to access commercial information related to the broker's purchases.
Other Information
The Other Information tab allows you to access additional configurations associated with the broker.
Actions
Creates the broker using the entered information.
Saves the current record and starts the creation of a new one.
Closes the form without creating the broker.
Once created, the broker becomes available in the Brokers list for viewing and management.