New customer set up form 2026

1. Click ‘Get Form’ to open the new customer set up form in the editor.
2. Begin by entering the anticipated start date and meeting date at the top of the form. This helps establish a timeline for your account setup.
3. Fill in the account representative's name and customer code, which are essential for internal tracking.
4. Complete the BILL‐TO INFORMATION section with the customer's name, address, city, state, zip code, phone number, fax number, A/P contact, and email address.
5. Next, provide SHIP‐TO INFORMATION by repeating similar details as above for shipping purposes.
6. In the ADDITIONAL CUSTOMER INFORMATION section, indicate if this is a chain account and specify how many locations if applicable.
7. Proceed to ORDER ENTRY DETAILS where you can select preferences for order entry methods and provide primary contact information for ordering.
8. Finally, review DELIVERY INFORMATION to specify delivery days requested and any special notes before submitting your completed form.

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