Scribd Logo
Upload

Welcome to Scribd!

  • 77 views

    Customer Information Sheet

    Uploaded by

    gracechristianbaptist
    This document contains information about a business customer including business details, ownership structure, key contacts, trade references, bank references, business operations, and terms and conditions. It collects information to evaluate the customer's application and suitability for a business relationship. The customer agrees to provide proper documents and undergo a credit check, and to pay cash on the first transaction if credit terms are approved.

    Copyright:

    © All Rights Reserved
    Download as DOC, PDF, TXT or read online from Scribd

    Customer Information Sheet

    Uploaded by

    gracechristianbaptist
    77 views4 pages
    This document contains information about a business customer including business details, ownership structure, key contacts, trade references, bank references, business operations, and terms and conditions. It collects information to evaluate the customer's application and suitability for a business relationship. The customer agrees to provide proper documents and undergo a credit check, and to pay cash on the first transaction if credit terms are approved.

    Copyright

    © © All Rights Reserved

    Available Formats

    DOC, PDF, TXT or read online from Scribd

    Did you find this document useful?

    Is this content inappropriate?

    This document contains information about a business customer including business details, ownership structure, key contacts, trade references, bank references, business operations, and terms and conditions. It collects information to evaluate the customer's application and suitability for a business relationship. The customer agrees to provide proper documents and undergo a credit check, and to pay cash on the first transaction if credit terms are approved.

    Copyright:

    © All Rights Reserved
    Download as DOC, PDF, TXT or read online from Scribd
    Download as doc, pdf, or txt
    77 views4 pages

    Customer Information Sheet

    Uploaded by

    gracechristianbaptist
    This document contains information about a business customer including business details, ownership structure, key contacts, trade references, bank references, business operations, and terms and conditions. It collects information to evaluate the customer's application and suitability for a business relationship. The customer agrees to provide proper documents and undergo a credit check, and to pay cash on the first transaction if credit terms are approved.

    Copyright:

    © All Rights Reserved
    Download as DOC, PDF, TXT or read online from Scribd
    Download as doc, pdf, or txt
    of 4

    Customer Information Sheet

    Business Name : Date Started of


    Business :
    Address :

    Phone Number : Fax Number :

    Warehouse Address :

    Phone Number : Fax Number :

    Owner's Address :

    Phone Number : Fax Number : Email Address :

    Corporation/Partnership
    SEC No. :
    Documents Required
    - New Reseller Form
    Date Issued : - others:

    Authorized Capital :

    Subscribed Capital :

    Paid Up Capital :

    Sole Proprietorship
    DTI Registration No. :
    Documents Required
    Date Issued : - New Reseller Form
    - Others:
    Amount Capital :

    Paid Up Capital :

    Tax Account No.

    Company Officers

    Designation Name Address Contact No. Email

    President / Gen. Manager


    Purchaser :
    Accountant :
    Legal Consultant :
    Optional:
    Accounting :
    Sales (Purchasing) :
    Technical:
    Warehouse/Delivery :
    Collection Procedure
    Countering
    Required :

    Yes If Yes : Countering Day :


    No Collection Day :

    Signature Specimens of Cheque and Contract Agreement Signatories


    Name Signature Position

    Authorized P.O Signatories


    Name Signature Position

    Trade Reference
    Major Suppliers
    Product Monthly Contact
    Company Address Phone No. Terms Credit Limit
    Purchase Purchase Person

    Accredited Suppliers / Service Provider


    Company Address Phone No. Services provided Contact Person

    Major Clients
    Product Monthly Contact
    Company Address Phone No. Terms Credit Limit
    Purchase Purchase Person

    Bank Reference
    Savings Account Branch
    Bank Name Branch Phone No. Current Account No. ADB
    No. Manager

    Business Operations
    Days : Office Delivery Schedule :
    hours :
    Optional:
    Number of Branches :

    Name and Address :

    Sketch of Office Vicinity (please attach copy if needed)


    Payment Scheme

    *Would you prefer online banking / payment with us?

    Yes No

    Products Carried/Services Offered

    Terms and Condition

    1. The dealer agrees to pay cash on the first transaction.

    2. Terms will only be given after submitting the proper documents and after the credit investigation has taken place.

    3. Only cheques with the accredited accounts specified in the Bank Reference will be accepted.

    4. Delivery lead time shall depend on the availability of stock.

    5. All sales are final.

    I certify that all information provided above are true and correct. Accomplished this __________ day of
    ________________, __________.

    Name : _____________________________________

    Signature: ___________________________________

    Designation: _________________________________

    _____________________________________________________________________________________________________
    For Accounting purposes :
    Approved
    Terms:______________________
    Credit
    Limit:__________________________

    You might also like