VauPrime DocsConfigurationBrokers Management
ConfigurationUser guideVauPrime 4.x

Brokers Management

Create broker profiles, classify the broker type, link a group and default expense account, and optionally maintain address and commission details for broker-related business activity.

Main tabs

Add + Broker List

Create, review and edit broker records.

Broker types

4 choices

Agent, Transport Broker, Commission Agent or Clearing Agent.

Commission

Optional section

Percentage, flat or slab-wise configuration.

Accounting

Expense account

Group and default expense account are selected before save.

What Brokers Management does

Understand the screen before creating or changing records.

Brokers Management keeps broker contact, classification, accounting and optional commission information in one place. Each broker is also connected with an account so broker-related accounting details remain organized.

The Broker Information section stores the main identity, contact, group, broker type and remarks. Address and Commission sections can be switched on only when those details are required.

A Group Account and Default Expense Account must be selected before a broker can be saved. These selections define how the broker is organized in the accounting structure.

Create or configure

Follow the screen flow in order.

01. Open Add Broker

Use the Add Broker tab and enter the Broker Name. This is the required identity for the record.

02. Add broker information

Enter Contact Number and Email Address if available, select a Group Account, choose the Broker Type and add optional remarks.

03. Enable address details when needed

Turn on Address & Contact Information to enter Address, City and State. The State field opens the state selector.

04. Enable commission details when needed

Turn on Commission Details, choose a Commission Type, enter the Commission Rate and select where commission is applicable.

05. Select Default Expense Account

Choose the expense account that should be associated with the broker. VauPrime requires this selection before saving.

06. Add Broker

Save the broker. VauPrime creates the broker and its related account information, refreshes the list and switches to Broker List.

Fields and options

What each input controls in the current VauPrime screen.

Broker NameRequiredPrimary broker name shown in lists and related selections.
Contact NumberOptionalPhone number for the broker.
Email AddressOptionalEmail stored with the broker and its linked account.
Group AccountRequiredSelects the accounting group used for the broker.
Broker TypeSelectableClassifies the role performed by the broker.
Remarks / NotesOptionalFree-text notes for broker-specific information.
Address / City / StateOptional sectionAvailable when Address & Contact Information is enabled.
Commission TypeOptional sectionPercentage, Flat Amount or Slab-wise when commission tracking is enabled.
Commission RateRequired if enabledCommission value such as a percentage or flat amount. Required when the Commission section is on.
Commission Applicable OnOptional sectionChoose Sales, Purchase, Both or Custom.
Default Expense AccountRequiredExpense account selected for the broker before the record can be saved.

Broker and commission options

AgentTransport BrokerCommission AgentClearing Agent% PercentageFlat AmountSlab-wiseSalesPurchaseBothCustom

Broker List

Search, review and manage the records already created for the organization.

Search checks Broker Name, Contact Number and Email Address.
The existing list shows Broker Name, Contact, Email and Broker Type on the Windows table.
Tap or click a broker to open the Broker Details panel.
Edit reloads saved broker data, including enabled address or commission sections, into the Add Broker form.
Broker details are sorted by broker name when loaded for the selected organization.
Refresh reloads the latest broker records for the active organization.

Buttons and record actions

What happens when you use the main actions on this screen.

Open details

Opens the Broker Details panel for the selected broker with the available profile information and management actions.

Edit

Loads contact, address, commission, broker type, expense account and group information back into the form for updating.

Delete

Shows a permanent-delete confirmation. After confirmation, the broker is removed and the related broker account is removed with it.

Update Broker

When edit mode is active, saving updates both the broker information and its connected account details.

Important notes and common issues

Use these checks when an action is unavailable or a save does not complete.

Please select a Group Account

A broker cannot be saved until a Group Account is selected. Open the Group Account selector and choose the appropriate group.

Please select a Default Expense Account

The Default Expense Account is required. Select an expense account before pressing Add Broker or Update Broker.

Commission rate is required when commission is enabled

If the Commission Details switch is on, enter a Commission Rate before saving.

Linked account stays synchronized

Creating a broker also creates its related account, and updating the broker refreshes the connected account with the same key details.

Need more help with this configuration?

Open Support