Customer Setup

Account Setup

General Setup

If a chain account, you will provide a list to Customer Support with store name, address, hours, and other pertinent information captured in this form (including tax municipalities for VA stores).

Your Name (TSM)(Required)

First Last

Your Email (TSM)(Required)

RSM Email(Required)

Type(Required)

Status(Required)

Defunct Chain / Customer Number(Required)

Sales Rep assigned to account

First Last

Food Service Rep(Required)

Chain or Group Number

Legal Business Name(Required)

Doing Business As(Required)

KDM / Primary Contact Name(Required)

First Last

KDM / Primary Contact Email(Required)

Customer Type(Required)

Store Count(Required)

Please enter a number from 1 to 999.

Address(s) - Where is our truck delivering the goods?(Required)

Street Address

City

Zip

State

Store Phone

SRP Labels

SRP Price Zone(Required)

RP Std Rounding Code(Required)

Substitutions

Deal

Add Spark/Fusion to Location?

Tax & Billing

Sales Tax Exemption Form(s)

Drop files here or

Max. file size: 50 MB.

State Tax ID #

Billing address same as Store Address?

Yes, the addresses are the same

Billing Address

Street Address Address Line 2 City State ZIP Code

Municipality / County Tax Rate(Required)

City Tax Rate(Required)

Are these stamps we currently have?

Credit Limit Requested(Required)

Invoice Terms

Zone Price(Required)

Cig Price Zone(Required)

Drop Charge Amount

Minimum Order

Freight Charge

Rebate

Discount Types

Check or A/R Credit

EFT Cig. Discount

EFT Non-Cig. Discount

Cig. Discount - Cents per carton

Non Cig. Discount %

Please enter a number from 0 to 100.

Route & Stop

If chain, Route & Stop information is collected in the store list Excel you upload.

This store is open 24 hours

True

Open Time

Closing Time

Store Phone # (not corporate)

Nearest MR Williams Customer Account #

This store is 18-wheeler accessible

True

False

Will this be a food service account?

Yes

Please indicate current delivery window

Is there anything else Transportation should know?

Ready for RSM Review

I have completed the the setup form and it's ready for my sales leader to review.

RSM Acceptance

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