Get New Vendor Form - Poolcorp

Filling out the NEW VENDOR FORM - PoolCorp is an essential process for establishing a new vendor relationship. This guide will walk you through each section of the form, ensuring that you complete it accurately and efficiently.

Follow the steps to complete the form online.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. In the first section, provide your name as the requester in the 'Requested By' field. Then, enter the branch number and the date when you are filling out the form.
3. Proceed to fill in the 'Vendor Name' with the legal name of the vendor as shown on their W-9 form. The next two fields require the remit to address and the purchase address, providing the locations for payment and where purchase orders will be sent, respectively.
4. In the contact information section, provide the name of the contact person, their email address, phone number, and fax number. This individual should be responsible for managing the account.
5. Input the minimum billing amount that the vendor will accept. Then, specify the freight terms and any early buy payment terms if applicable. Complete the payment terms field by selecting the appropriate terms from the options given.
6. Enter the federal ID or social security number of the vendor as required. Ensure that this information matches the details on the W-9 form, which needs to be enclosed with your submission.
7. Sections dedicated to items needing catalog numbers require detailed entries for each item, including the description, manufacturer number, SCP number, cost, suggested margin, and suggested selling price. You will also need to project usage for both a six-month and annual timeframe.
8. If you have more than three items that require catalog numbers, use the 'New Catalog Number Request Form' available on the SCP intranet. Make certain to follow the necessary steps for submission.
9. After completing all sections of the form, review the information for accuracy. Save the changes and prepare to download or print the form for your records.
10. Finally, fax the completed NEW VENDOR FORM along with the W-9 to the Purchasing Manager as indicated.

Complete your documents online to streamline your vendor registration process.