DATA MANAGEMENT APPLICATION FORM (DMAF) DATE:

CREATE ACCOUNT TYPE: SOLD TO SHIP TO BILL TO PAYER

CREATE: DUE TO CHANGE IN TIN CUSTOMER TYPE: KA SA DSD WS PARTNER PARTNER SERVED DRIVER
- input old customer no.
SUPPRESS PERMANENTLY CLOSED (S) TEMP. CLOSED (G) NON-BUYING (N) DUPLICATE (S) FOR LEGAL (U)
INACTIVE W/ CDE (J) INACTIVE W/ AR (A) INACTIVE W/ AR & CDE (K) ACTIVE INDIRECT (I) ACTIVE DIRECT ( )
ARPOI (D) ACTIVE INDIRECT W/ CDE (T) REQUEST REF. NO.
CHANGE SINGLE BLANKET - no. of records if Blanket DMAF CUSTOMER NO.
SALES ORG: SALES ROUTE: EMP. NO: TRADE ID:
GENERAL DATA (TO BE ACCOMPLISHED BY CUSTOMER OR SPECIALIST [for Modern Trade ])
ADDRESS VIEW TITLE: x COMPANY MR. MS.
TRADE NAME:
P A R E S R E T I R O
CORPORATE NAME/OWNER'S NAME (Family Name, First Name, M.I. ):
S T A I S A B E L , R I E J I E D O R E S .
BUSINESS ADDRESS:
HOUSE NO.: BARANGAY: I B A Y O
STREET/ADDRESS: MC A R T H U R H I G H W A Y
POSTAL CODE: 3 0 1 9 CITY/PROVINCE: M A R I L A O , B U L A C A N
HOME ADDRESS: Same as Business Address
HOUSE NO.: U N I T C 4 BARANGAY: E . R O D R I G U E Z
STREET/ADDRESS: C O L U MB I A C O R N E R H A R V A R D S T .
POSTAL CODE: 1 1 0 9 CITY/PROVINCE: Q U E Z O N C I T Y
TELEPHONE: 6 3 - 9 6 1 - 6 2 5 0 EXTENSION:
MOBILE NO.: 6 3 - 9 4 5 6 2 8 6 3 5 8 FAX NO.: 6 3 - 9 6 1 - 6 4 9 2
E-MAIL ADDRESS: - required for modern trade only
CONTROL DATA VIEW TAX IDENTIFICATION NUMBER: - - -
TAX EXEMPT EXPIRY DATE (mm/dd/yyyy): / / - for customers not liable to VAT
CONTACT PERSON VIEW
LAST NAME: FIRST NAME:

TELEPHONE: 6 3 - - MOBILE NO.: 6 3 - -

AUTHORIZED SIGNATORIES
To Receive Goods & Sign Invoice Name Position Specimen Signature
Mandatory
Optional
To Issue Check Name Position Specimen Signature
Mandatory
Optional

I hereby certify that the information above stated and all documents attached is true and correct to the best of my knowledge.
0
Owner's / Authorized Representative's Signature Over Printed Name
PARTNER FUNCTIONS [For Modern Trades Only]
DELIVERY (WHERE GOODS WILL BE DELIVERED)
Is the DELIVERY ADDRESS same as GENERAL DATA Information? Yes (Skip this section) No (Fill-up data below)
SHIP-TO CUST. NO. [SH]: ADDRESS:
BILLING DELIVERY (WHERE TAX INVOICE WILL BE DELIVERED)
Is the BILLING ADDRESS same as GENERAL DATA Information? Yes (Skip this section) No (Fill-up data below)
BILL-TO CUST. NO. [BP]: ADDRESS:
PAYER INFORMATION (ENTITY THAT WILL BE INVOICED)
Is the PAYER same as GENERAL DATA Information? Yes (Skip this section) No (Fill-up data below)
PAYER CUST. NO. [PY]: TRADE NAME:
FOR INDIRECT DELIVERY/COMMISSARY SERVED OUTLETS
COMMSSRY CUST. NO. [ZW]: TRADE NAME:
ADDITIONAL DATA & SCHEDULED CALL LIST
BUSINESS OWNER: SCHEDULED CALL LIST
OPERATIONAL MARKET TYPE: FREQUENCY: Weekly Twice a Month Once a Month
45-Basic Model 46-Full DSD 47-Wholesaler 48-Distributor 5-Core WEEK NO.: 1 2 3 4
14-On-Premise 07-Home Market 06-SM Group 10-RKA Off Premise 9-RKA On Premise VISITING HOURS: Day: Fr(time) To(time) Seq.
CUSTOMER CLASSIFICATION: 17-LOP 01-Gold 02-Silver 03-Bronze 18-TIN Mo 9:00 6:00
VISIT STRATEGY: T-Direct Core F-Partner L-Thru Contact Center P-Indirect Outlet Tu
Q-Direct MT J-Developer K-Market Scanner O-Other Booking We
TRADE GROUP: 21-CCX 22-FE Th
INVOICING LIST DATES: YES NO DELIVERY WINDOW TIME: ## Fr
BUSINESS COMPLEX TYPE: MTS/CBD LEAD: 0 Sa
SUB-TRADE CHANNEL: 5 1 5 CBD MANAGER: 0 Su
LEO ADDITIONAL DATA
DELIVERY TYPE: DIRECT INDIRECT SHIPPING CONDITION: 24Hrs 48Hrs 72Hrs 96Hrs 120Hrs
TRANSPOZONE: DELIVER PLANT: CUSTOMER PLAN. LEVEL:
GEO-DATA LONGITUDE: LATITUDE:
PACKAGE OPTIMIZATION MAT'L PICK PALLET TYPE: 1x1 1x1.2 VEHICLE TYPE: 4P 6P 8P 10P 12P 20P
CHANNEL SURVEY QUESTIONNAIRE
I. Grouping a. 1 b. 2 c. 3 d. 4 e. 5 f. 6 g. 7 h. 8
II. Questions
a. Question 1 a. 1 b. 2 c. 3 d. 4 e. 5 f. 6 g. 7 h. 8 i. 9
b. Question 2 a. 1 b. 2 c. 3 d. 4 e. 5 f. 6 g. 7 h. 8 i. 9
c. Question 3 a. 1 b. 2 c. 3 d. 4 e. 5 f. 6 g. 7 h. 8 i. 9
d. Question 4 a. 1 b. 2 c. 3 d. 4 e. 5 f. 6 g. 7 h. 8 i. 9
e. Question 5 a. 1 b. 2 c. 3 d. 4 e. 5 f. 6 g. 7 h. 8 i. 9
f. Question 6 a. 1 b. 2 c. 3 d. 4 e. 5 f. 6 g. 7 h. 8 i. 9

Classified - Internal use DMAF v.3

# Classified as Confidential. Please do not forward this to unintended users. Otherwise, request necessary permission. Classified - Internal use
 MODE OF PAYMENT - CASH (INCLUDING CHECK)
I. CASH a. Cash-On-Delivery (COD) d. InterBank Funds Transfer (IBFT)
b. Check Account Name: ___________________________
Bank: ______________________________ Acct #: ___________________________________
Branch: ______________________________ Bank: ___________________________________
Acct #: ______________________________ Bank Swift Code: ___________________________
c. Direct Deposit Bank Address: _____________________________
Bank: ______________________________ __________________________________________
Branch: ______________________________
e. Debit Card (POS Mobile Collection )
Acct #: ________________ SA CA
MODE OF PAYMENT - CREDIT
II. CREDIT Credit Terms: __________ days * Credit Limit: Php ________________ . ___
a. With SBLC b. With Cash Bond c. Without SBLC/Cash Bond
CREDIT LIMIT COMPUTATION
Ave. Daily Net Sales Revenue + VAT x Credit (Ave. Monthly RGB Vol. (PCS) x Deposit Val. ÷ Latest 2x2 Photo
Term (in days) x 1.15 Buffer 26d x Credit Term(in days)) of Applicant
ADD

REQUIREMENTS: Additional for Corporation:

1 Location Sketch of Business Address and Residence 1. SEC Registration
2 Approved Credit Limit Comp (RKA) / Approved Required SBLC/Cash Bond Comp (MEP/KD) from MM 2. Articles of Incorporations and By-Laws
3 DTI Business Registration, for sole proprietorship 3. Notarized Corporate Secretary’s Certificate
4 Current Year's Business Permit Additional for Cooperatives:
5 Proof of Billing 1. Certification coming from Cooperative Development Authority
6 Last three (3) months Bank Statement or Bank Certification for Check-Paying Privilege 2. Board Resolution or Secretary's Certificate (duly notarized) for authorized signatories
7 2x2 Colored Picture and copy of Gov't issued ID to transact business with CCBPI
8 Photocopy of TIN number (card or certificate of registration) COR and Prior Year's ITR For MEP/KO Dealer/Delivery Partner:
9 If proposed credit limit is more than P100,000, Prior Year's Audited Financial Statement is required 1. Submitted SBLC certificate and/or Posted Cash Bond
10 Certificate from H.O. (if branch) For New Trade Name using same customer number
Note: Newly opened business (1 yr or less) is exempted to submit PY ITR (8) & PY Audited FS (9) 1. Affidavit / Letter requesting CCFPI update their customer name
REFERENCES (For Credit Application)
BANK Credit Line Name Branch Address

CERTIFICATION FOR CREDIT AND CHECK PAYMENT PRIVILEGE

I hereby certify that the information stated is true and correct to the best of my knowledge. I hereby authorize COCA-COLA BEVERAGE PHILS., INC. to undertake any investigation it may deem necessary for the proper
evaluation of this application. If this application is approved, I agree to abide by the following terms and conditions:
1. All purchases on credit should not exceed the approved credit limit and must be paid within the approved credit terms. A late payment penalty of 3% per month will be imposed on all past due obligations computed daily.
2. KOPH has the prerogative to cancel the credit and/or check payment privilege without prior notice and place all purchases on cash basis. In this event, all outstanding credits will immediately be due and demandable.
3. In case of dishonored or returned checks, these shall be redeemed in cash or in manager's/cashier's check of a commercial bank. Failure to redeem the dishonored checks shall give CCBPI the right to prosecute and recover
what is due in accordance with the law.
4. A complete file of all invoices and receipts of all transactions with the company shall be maintained.

Owner's Signature Over Printed Name Signatory's Position

KO PH CREDIT APPROVAL (Per Chart of Authority)
Name Position Signature RACI (Reviewer or Approver)

COLD DRINK EQUIPMENT REQUEST

INSTALLATION FOR SPECIAL EVENT UPDATE EQUIPMENT MASTER
PULL-OUT Pull Out Date: _______________________ FROM TO
NEW FOUND EQUIPMENT REPLACEMENT (Upgrade/Downgrade) CUSTOMER NO.
EST. MO. VOLUME (UCS): GREEN TAG
MODEL MODEL
INVENTORY NO: MANUFSERIAL NO.
SERIAL NO: *Attach CDE Loan Agreement with updated information
PREFERRED DAY & TIME Reprinting of Green Tag Green Tag
*Attach CDE Loan Agreement for Installation/Quit claim form for Pull-out Declare missing CDE
*Print and attach the assessment form from the CDE productivity calculator *Attach Barangay certificate
*For Fountain, attach WPC, Water Test and Installation Checklist *Incident report from TSM/MTAM & Validation from ACA/CDE Supervisor
DBAs, pls. check the outlet
Special Instruction(s):
before CDE req.
1. SCL - if required, pls. _______________________________
ensure SCL upload Database Administrator
Home/Branch Address:
2. Suppr. Reason - not signature over printed name
suppressed or inactive
SKETCH OF CUSTOMER LOCATION: SKETCH OF CDE PLACEMENT IN OUTLET:

DMAF APPROVAL
PREPARED BY: (1) APPROVE REJECT APPROVE REJECT APPROVE REJECT
FRANCESCA LOPEZ MARGARETH VERDADERO
(signature over printed name/position/date) (signature over printed name/position/date) (signature over printed name/position/date) (signature over printed name/position/date)
Remarks: Remarks: Remarks: Remarks:

PREPARED BY: (2) APPROVE REJECT APPROVE REJECT APPROVE REJECT

(signature over printed name/position/date) (signature over printed name/position/date) (signature over printed name/position/date) (signature over printed name/position/date)
Remarks: Remarks: Remarks: Remarks:

Classified - Internal use DMAF v.3

# Classified as Confidential. Please do not forward this to unintended users. Otherwise, request necessary permission. Classified - Internal use