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New Account Form
2022-05-06T14:39:42-05:00
New Account Set Up Form
Step
1
of
4
25%
Sale Rep:
*
Select Sales Rep
Brandon Wehking
Charlie O'Connor
Chea Prince
Connor McCue
Craig Russell
Dennis Groff
Drew Watson
Jeff Wandell
Joe Cristofani
John Deering
John Miller
John Thomson
Liesl Dalpe
Mike Nienkemper
Nathan Flick
Rich Osborne
Ryan Leynaud
Shawn Strong
Steve Smyth
Tim Morgan
Tom Cristofani
House, Ohio
Sales Rep Email
*
Account Information
Account Name
*
Is this account part of a corporate group?
*
Yes
No
Region
District
Account Primary Contact
*
First
Last
Primary Contact Email Address
*
Primary Address
*
Address Line 1
Address Line 2
City
Alabama
Alaska
American Samoa
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Guam
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Northern Mariana Islands
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
U.S. Virgin Islands
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Armed Forces Americas
Armed Forces Europe
Armed Forces Pacific
State
ZIP Code
Account Phone
*
Account Fax
Billing
Please take the time to ask non-corporate accounts about where they'd like invoices to go so they are received and paid on time.
Billing Contact Name
First
Last
Billing Email
Is the billing address the same as the primary address?
*
Yes
No
Billing Address
*
Address Line 1
Address Line 2
City
State / Province / Region
ZIP / Postal Code
Billing Phone Number
*
Billing Fax Number
Hidden
How does this account prefer to receive invoices?
*
Email
Fax
Mail
Is this account tax exempt?
*
Yes
No
Tax ID form or certificate (this must be included or we will have to charge tax to this customer)
Max. file size: 128 MB.
Is a credit application needed for this account?
*
Yes, sent already
Yes, going to send
No
Shipping
Is the shipping address the same as the primary address?
*
Yes
No
Shipping Contact Name
First
Last
Shipping Email (this recipients will receive truck content notifications)
Shipping Address
*
Address Line 1
Address Line 2
City
State / Province / Region
ZIP / Postal Code
Shipping Notes
Dock Location, Receiving Hours, Etc.
Is this a distributor or dealer account?
*
Distributor
Dealer
(For National Branches) Which region and/or district is this location in?
Primary Product Family
*
Choose Product Family
Edison
Franklin
4700 Series
Radiance Plus (ABC)
Choice (Richards)
For ABC Supply Co. Please provide the names of the individuals at this branch who will need access to WEBcenter.
User #1
First
Last
User #2
First
Last
User #3
First
Last
User #4
First
Last
User #5
First
Last
User #6
First
Last
Hidden
For RICHARDS BUILDING SUPPLY: What is the email address they want their DMSI files sent to? (This is REQUIRED before the setup of the account)
Who are we taking business from?
*
Pricing
Pricing Method
0-101
Bracket
Notes about pricing method:
Desired Pricing Multiplier
*
Estimated Annual Sales Volume
Marketing Contacts
These contacts will be added to our communication to receive product news, sales promo, price changes, etc.
Contact Name #1
First
Last
Job Title
Main Contact
Branch Manager
Outside Sales
Inside Sales
Owner
Shipping/Operations
Accounting
Other
Contact Email #1
Contact Name #2
First
Last
Job Title
Main Contact
Branch Manager
Outside Sales
Inside Sales
Owner
Shipping/Operations
Accounting
Other
Contact Email #2
Contact Name #3
First
Last
Job Title
Main Contact
Branch Manager
Outside Sales
Inside Sales
Owner
Shipping/Operations
Accounting
Other
Contact Email #3
Contact Name #4
First
Last
Job Title
Main Contact
Branch Manager
Outside Sales
Inside Sales
Owner
Shipping/Operations
Accounting
Other
Contact Email #4
Contact Name #5
First
Last
Job Title
Main Contact
Branch Manager
Outside Sales
Inside Sales
Owner
Shipping/Operations
Accounting
Other
Contact Email #5
Final Steps
Is the training date established? (For product training and order entry training)
*
Yes
No
Training Date
*
MM slash DD slash YYYY
What is the 60 Day Promo you'd like to use for this customer?
Choose promotion
Free Low E ( must promote price)
$12 Low E
Free HD 1/2 Screen
Other - fill out info below
Other - 60 day promo suggestion (subject to approval)
Does the customer want a flyer to promote the 60 Day Promo?
Yes
No
If yes, see if one of the 60 Day Promo flyers in Dropbox will work for the customer. If it needs customization, please contact James Bailey.
Price to promote if using Free Low-E
Did the customer commit to developing targets and/or agree to a contractor event?
Developed Targets
Contractor Event
No
Optional Questions
If this request is to reopen an account, please provide an explaination on why this account will now perform better.
Any additional notes you'd like to provide about this account?
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