New customer set up form 2026

1. Click ‘Get Form’ to open the new customer set up form in the editor.
2. Begin by filling out the 'Billing Information' section. Enter your company name, address, and contact details accurately to ensure proper invoicing.
3. Next, move to the 'Shipping Information' section. Provide the shipping address where products will be delivered, ensuring it matches your billing information if applicable.
4. Complete the 'Product List' section by selecting or listing the items you wish to order. This helps streamline your future orders.
5. Fill out any additional fields such as 'Contact/Phone' and 'Credit Application' as required. Make sure all information is correct before submission.
6. Review all entered information for accuracy and completeness. Once satisfied, save your changes and submit the form directly through our platform.

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