New Customer Application OFFICE USE ONLY

*If you do not know how to assign a customer number, please view the guide at the bottom of this form*
Mark as Potential
Add All Contacts to Entree CONTACTS Section - Not Just The Main Customer File
Customer Class Confirmed
Print Open Receivables
Set Up Da Vinci EZ-Pay
EZ-Pay Preference
Default Warehouse
Exclude Credit Memos From Auto Emailing
Tax Code / Territory (Check Avalara Website)
**Reminder - Enter tax % for State AND County!!**
Who Can Take the Orders?
Priority
**Reminder - Once you have completed the process, send them the Welcome New Customer template from Emitrr and leave a note for the VP of sales**
**Reminder - Scan and save the application PDF and all other information to dropbox**
**Click here for Customer Number Guide**