Customer Onboarding - Setup to First Order

Confirm customer's full legal business name, trading name, billing address, and delivery address in writing

Agree and document payment terms explicitly in writing before first order placement

Confirm if customer requires PO numbers on invoices and capture requirements

Assess customer creditworthiness and set appropriate credit limits

Create customer record in accounting system with all confirmed details

Set up key contacts, roles, and communication preferences

Create initial quote with agreed terms and PO requirements included

Process first order with validated customer setup and payment terms

Invoice delays caused by incorrect business names or missing purchase order references

Payment disputes arising from unclear or unconfirmed payment terms

Administrative overhead managing customer setup across multiple disconnected systems