Set Up a New Customer : Blue Ant Media Inc. -Finance Department

Set Up a New Customer Print

Created by: Yung-Chuan Bill Yeh

Modified on: Thu, 16 Dec, 2021 at 12:33 PM

Complete the attached New Customer Form and email it to <finance.ar@blueantmedia.com>.

The New Customer Form will be used to complete a credit check process:

The customer's information and an estimated credit balance is provided to the credit agency
The credit agency returns a rating for the client
A rating of 'Moderate' or above will be accepted

The Finance team will then set up the customer profile in NetSuite using the information on the form.

Agencies

If an agency is working on behalf of another customer (the "advertiser"), both the agency and the advertiser require the New Customer Form to be completed (if they do not already have a profile in NetSuite). An additional form, the Advertiser Form, must be also be submitted to document the relationship between the agency and the advertiser.

Yung-Chuan Bill is the author of this solution article.

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Set Up a New Customer Print

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