*This is a customer wanting to set up an account to do business with us. Here is the process for setting up their account.

*When you get a Customer Credit App, via inbox or email, (from Tim or Troy). Attach the Credit Application to the first column in the New Customer Trello board. Create a check list within that customer for Tim including the following checklist: Enter Basic info into EBMS, Establish Credit Limit, Enter Salesman, Truck Route, Term Set Up

*In the credit application, find the references they listed for us to send credit inquiries to. They might be on the form we sent them or it might say, See Attached. When you find the references, you need to use three of the vendor references, and the bank reference.

*On either computer’s desktop, open “Credit Inquiry—Vendor” and change the information. Attn: Credit Department, or a specific name they gave on the form; The vendor reference name, fax and phone number; then skip down to the name and address of the customer wanting to set up an account with us. Change the name and address.

*After you have three vendor reference Credit Inquiries filled out, open “Credit Inquiry—Bank”. Follow the same steps, filling in the bank’s name, fax and phone number. Skip down to the name and address of the customer wanting to set up an account with us and change the name and address. Save.

*Fax or email each of the 3 Credit inquiries. Also Fax or Email the Bank Inquiry and attach the Customer Credit Application to the bank inquiry only

If you don’t have any fax number or email to send the inquiry to call them and say something like this… (or Even easier just ask for a fax or email number to send the inquiry to. )

Hello, this is_______ from Good’s Millwork calling, may I please speak to your accounts manager or someone in accounting?

 I’m working at setting up an account here for (Name of Business) and they have put you down as a reference to get some account history from. I was wondering if I could just ask a few questions here so I can move ahead with setting up their account?

*Using the Credit Inquiry form, ask them the questions needed to fill in the blanks… So you’ve been selling to them since…? Take their name and fill the date in the bottom.

*As you receive these Credit Inquiries back attach them to the trello board ( I usually rename the file (Regions Bank Inquiry) so it’s easier for Tim to look over them)

*When the customer comes back, approved by Tim, open their account in EBMS and check all the information to be sure it’s correct: Sales/Customers, then open their account using their customer ID. Under ‘General’ be sure the address is correct, and the phone number, fax number, Owner name, Contact name, and method of sending invoices (last box under Contact Information).

*Under the “Terms” tab, make sure they are set at what Tim said they’re to be. There also needs to be an Exemption ID, (the exemption from paying tax)- In the bottom left side of the page. Double click on the “Exemption ID” box and fill it in. (It’s right there on the first page of the Credit Application we sent them- “Federal ID#”, Enter a date 5 years from the date they filled out the exemption form for the expiration date, Attach the actual Exemption Id paperwork in the Sale’s Tax Tab as well as the documents within that customer)

*Store the credit app under their customer Documents in EBMS, and the credit card # on drop box, under Customer’s CC Authorization Forms.

*When all is correct in EBMS, Move card to “All documents attached in EBMs all info filled out! Done!” Column

LL 9-18-18