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Account Setup Process

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by

Derick Midcap

on 24 August 2016

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Transcript of Account Setup Process

Step 2
New Account Setup
Step 3
New customers will be assigned a customer identification number which will be connected to all activity; every quote, estimate and purchase.
Step 4
NOTE: Until the account number has been assigned the customer is not set up.
Step 5
The new customer will receive a welcome letter that includes an assigned account number, payment terms, shipping terms, credit limit and ordering instructions.
You're All Set!
Customers should use their account number when ordering to avoid any delays in processing.
A completed New Account Setup Form is required to establish any customer account.
Step 1
Once submitted, the New Account Setup application will be reviewed.
Download PDF
Use a QR Code scanner app on your smart phone to scan this code to download our New Account Setup Form.
Full transcript