How to Set Up a New Customer

Complete workflow from first contact to active account.

Overview

Step	Action	Who
1	Send customer setup packet	Sales rep
2	Receive completed forms back	Sales rep
3	Create customer in NetSuite	Michael / Danielle
4	Set up pricing	Michael
5	Send welcome email	Danielle

Step 1: Send the Setup Packet

Go to the Customer Setup tab on the Corporate Hub. The packet includes:

• Customer Setup Form (Excel) — they fill in company info, contacts, payment terms
• ACH/Wire Form — banking details for payments
• W-9 — our W-9 for their records
• Terms & Conditions — standard Net 30 terms

Use the Email Generator on the Templates tab to create a professional cover email.

Step 2: Receive Completed Forms

Check that you have:

• Completed setup form with all contacts
• Signed terms & conditions
• Their W-9 (we need their EIN for NetSuite)
• Payment method preference (check, ACH, wire)
• Resale certificate (if applicable)

Step 3: Create in NetSuite

1. Go to Lists > Relationships > Customers > New
2. Enter all info from the setup form
3. Set the Payment Terms (usually Net 30)
4. Add all contacts under the Contacts subtab
5. Save

Step 4: Set Up Pricing

Michael sets up the customer-specific price level in NetSuite based on the agreed pricing.

Step 5: Welcome Email

Use the Customer Welcome Email template on the Corporate Hub Templates tab. It includes:

• AR email for invoices
• AP email for payments
• Order submission process
• Payment instructions

Quick Reference

All company info for filling out vendor forms is on the Company Info tab — EIN, DUNS, SAM UEI, bank details, addresses.