Get New Customer Set Up Form

Filling out the New Customer Set Up Form online is a straightforward process that helps you establish your account quickly and efficiently. This guide provides clear instructions to assist you in completing each section of the form effectively.

Follow the steps to successfully complete the form online.

1. Press the ‘Get Form’ button to access the form and open it in your preferred online editor.
2. Begin with the anticipated start date. Fill in the date you expect to begin your service.
3. Enter the meeting date, if applicable, for any scheduled discussions regarding your account.
4. Provide the name of your account representative to ensure proper communication.
5. If applicable, include your customer code; this is for office use only.
6. In the Bill-To Information section, enter the customer name, address (1 and 2), city, state, zip code, phone number, fax number, accounts payable contact, and email address.
7. Fill out the Ship-To Information section similarly, including the customer name, address (1 and 2), city, state, zip code, phone number, fax number, and email address.
8. Indicate whether the customer account is a chain account and specify the number of locations if applicable.
9. Complete the Order Entry Details by selecting the preference for how orders are placed (e.g., phone, fax, email), and provide necessary contact details.
10. Specify delivery information, including requested delivery days, earliest time available, and any special delivery notes.
11. In the Forms Submission Checklist, ensure to check off products related to your setup, including credit applications and product lists.
12. Finally, review all information for accuracy, then save your changes, download, print, or share the completed form as needed.

Complete your New Customer Set Up Form online today to get started!