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Customer Creation Form

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sapashmit
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13 views

Customer Creation Form

Uploaded by

sapashmit
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd
You are on page 1/ 4

CUSTOMER CODE CREATION FORM

1 Customer Name* Mandatory 10-Online


Customer Group:* 20-Dealer
2 DOMESTIC
Domestic/ SEZ/EXPORT/Scrap /Group Company 30-Project
Sales Organization * 40-Retail
3 ACEPL-Alteza-4010
Craft - Alteza 50-Fabricator
Distribution Channel* 60-Distrubitor
4 online-10/Dealer-20/Projet-30/Retail-40 40-Retail
/Distributors-50/Group Sales-80/Export-95 70-Govt. & Institutions
5 Billing Address* Mandatory 80-Group Sale
6 Pin Code* Mandatory 90-Stock Transfer
7 State Name* Mandatory 95-Export
9 Contact person Mobile Number* Mandatory
10 Customer E-Mail id* Mandatory
11 Payment Terms ( Days ) -
12 Credit limit -
GST Registration Number
13 Mandatory
PAN Number
14 Ref Executive Employee ID/Name* Mandatory
Billing Address & Shipping address are Same YES
16 Customer Name* Mandatory
Shipping Address
17 Mandatory

18 State Name Mandatory


19 Pin Code Mandatory
20 Contact person Name -
21 Contact person Mobile Number -
Prepared by Approved by ( Head of Department )

Note:
If the Customer is Registered under GST, GST number is mandatory.
Ship to party Site Creation form (If the Delivery / Shipping address is other than the Billing Adress )
Customer Name * Mandatory
1
2 Sales Organization * ACEPL-Alteza-4013
Distribution Channel*
40-Retail
3 Dealer-20/Projet-30/Retail-40/Distributors-50/Group Sales-80
4 Shipping Address* Mandatory
6 State Name Mandatory
5 Pin Code* Mandatory
7 Contact person -
8 Contact person Mobile Number -
Prepared by Approved by ( Head of Department )
For more specific answers to commonly asked questions while filling customer code creation form see
PARTICULARS
is surname is mandatory for Induvidual
is mobile number mandatory
is Email id mandatory
is pan mandatory individual customers
is pincode is mandatory
is GST mandatory for non individual customers
emp id mandatory
Sales Area (Sales Orgnaization & Distribution Channel & Divivsion)

* while creating customer code for non individual customers we consider customer Name & address as per GST document.

*Please send through Sale Coordinator


er code creation form see the FAQs below.
Business Partner Ship to party
Yes Yes
Yes No
Yes No
YES No
Yes Yes
Yes No
Yes No
Yes Yes

per GST document.

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