NEW CUSTOMER SET UP
Date
Name
Please select department ( RETAIL ONLY)
Company Details
Postal Address
Street Address
Street Address Line 2
Suburb
City/Town
Postal / Zip Code
Delivery Address is the same as Postal Address.
Yes
No
Delivery Address
Street Address
Street Address Line 2
Suburb
City/Town
Postal / Zip Code
Is this account a branch account ?
*
Yes
No
Head Office Name
Head Office Address
Street Address
Street Address Line 2
Suburb
City/Town
Postal / Zip Code
Accounts E-mail
Phone Number
-
Area Code
Phone Number
Fax Number
-
Area Code
Phone Number
Sales
Primary Group
Please Select
NO CATEGORY
NORTH METRO
NORTH COUNTRY
SOUTH METRO
SOUTH COUNTRY
Secondary Group
Please Select
NO CATEGORY
RETAIL
FOODSERVICE
DISTRIBUTORS
BUYING GROUP
STAFF
FRONT DOOR
SUPPLIER
OTHERS
NEW SOUTH WALES
VICTORIA
QUEENSLAND
WESTERN AUSTRALIA
SOUTH AUSTRALIA
TASMANIA
AUSTRALIAN CAPITAL TERRITORY
NORTHERN TERRITORY
Sales Person
Please Select
NORTH RETAIL AREA
NORTH FS AREA
SOUTH RETAIL AREA
SOUTH FS AREA
GERALDTON AREA
KALGOORLIE AREA
ALBANY AREA
STHWEST AREA
GR NORTH AREA
KEY ACCOUNT
Transport
Please Select
NORTH TRANSPORT
SOUTH TRANSPORT
CENTRAL TRANSPORT
EXCESS TRANSPORT
HPS TRANSPORT
INTERNAL
PICKUP
OUTSOURCED
Business Type
Please select business type
Retail
Food Service
Buying Group
RCG
Retail
Please Select
DELI
BAKERY
CHECKOUT
DAIRY
FREEZER
FRUIT&VEG
GROCERY
MEAT-BUTCHER
SEAFOOD
GOURMET FOOD STORE-SUPERMKT
FITNESS-GYM-RECREATION
HEALTH-SUPPLEMENT STORE
ORGANIC STORE
HAMPER-COOKING SCHOOL
LIQUOR STORES
Food Service
Please Select
CAFE
FUNCTION CENTRE-CATERER
PETROL STATION-ROADHOUSE
SCHOOL CANTEEN-DAYCARE
CLUB-CHARITY-TOURS
MOBILE VAN-FOOD TRUCK
PUB-BAR-BISTRO-TAVERN
RESTAURANT-WINERY
TAKEWAY-LUNCHBAR-WINERY
HOTEL
Buying Group
Please Select
AGED CARE
AIRLINE CATERER
DISTRIBUTORS
FOOD MANUFACTURERS
GROUP ACCOUNT
HOSPITALS
SITE SERVICES
MAJOR VENUES-THEME PARKS
REMOTE COMMUNITIES
SHIP CHANDLER
QSR FRANCHISE
RCG
Please Select
SUPPLIER
KEY ACCOUNTS-SALES MGR
ACCOUNTS-HEAD OFFICE
Base Price
Wholesale
Distributor
Buying Group
Credit
Credit Terms Requested
Please Select
Cash Only
Net 7 days
Net 14 days
Net 21 days
Net 30 days
Net 90 days
Net 120 days
Net 180 days
30 Days EOM
If requesting terms, please attached signed credit application form
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of
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Default Payment Type
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CASH
EFTPOS
CHEQUE
VISA
MASTERCARD
AMEX
D/DEBIT
OTHER
Advice Notification
Fax
Email
Print
GST : A.B.N
Invoice File Layout
*
0 - Retail Customer
1 - Foodservice Customer
2 - Charge Thru Customer
IF APPLICABLE
Supplier ID
FOR METCASH CHARGE THRU ACCOUNTS ONLY
Card ID
Accounts Contacts
Contacts
*
Symphony Call List Set up
Please select CALL LIST set up if required
*
Yes
No
Run
Please Select
NORTH RETAIL
SOUTH RETAIL
FOODSERVICE
Call Frequency
Please Select
WEEKLY
FORTHNIGHTLY
MONTHLY
QUARTERLY
Call Time
AM
PM
Salesman Run
CS-NORTH
CS-SOUTH
Next Call Due Date
-
Day
-
Month
Year
Date Picker Icon
Call Day
Delivery Days
Contact Notes
Sales Contacts
Contacts
*
Comments / Special Request
Do you have an order pending ?
Yes
No
Submit
OFFICE USE ONLY
Customer Set Up
Approved by Sales Manager Signature
_______________________________________
Date
Account Application
Approved by Debtor Controller Signature
_______________________________________
Date
Credit Terms Approved
Approved by Financial Controller Signature
_______________________________________
Date
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