New Dealer setup

To make sure nothing important is missed between the office & Rep!

Dealer Name

Already on OW?

Credit Account Situation

Already set up, or still needs doing?

Reseller or Stockist

Add to dealer map? Status

Platinum - large stocks EG Orbital Gold - SP1 / Silver - SP2 / Bronze - SP1

Discount agreed

Top contacts/Key decision makers

Web Order Contact (WOC)

HQ and branch information

if there are multiple branches, should they be set up separately or just as delivery addresses

Accounts contacts

Normally office will get these from the credit account form. PAC & PRASP

Marketing/System/Setup contacts

Crucial to getting the ongoing sales!

Send Web List & Image Library?

Catalogues & POS needed

Stands, Posters, Stickers, Stand labels. priced or not?

Promote as new dealer?

Next steps or special notes

Stand Product Cards required

Unpriced as standard. List priced cards available if required

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