Customer creation form 2026

1. Click ‘Get Form’ to open the customer creation form in the editor.
2. Begin by filling out the Organization Information section. Enter your Company Name, CEO/President Name, General Manager Name, and Head of Purchasing and Quality Names along with their respective emails.
3. Provide your Corporate Identification Number, DUNS Number, Sales Tax Re-Sale Number, Date of Organization, and select your Organization Type and Business Type from the dropdown menus.
4. Indicate your Facility Size in square feet and the Number of Employees. Remember to attach a copy of the W-9 Form, Re-Sale Certificate, and a list of Credit References.
5. In the Billing Information section, choose your Preferred Billing Method and fill in your Address details including City, State, Postal Code, County, Country, and PO Box if applicable.
6. If shipping information is the same as billing information, simply mark ‘Same as Billing Info’. Otherwise, fill out the Ship To Information fields similarly.
7. Complete the Customs Broker section if applicable by providing their details. Then fill out Accounts Payable Contact information.
8. Specify any Ratings and Accreditations you hold by checking relevant boxes or entering additional information where necessary.
9. List Product Types and Services Requested in the designated area. Finally, certify that all provided information is true by signing off with your name/date and position.

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