Accounting Finance:New Customer Documents 'Mail Merge'

Customer Documents

• The following documents have all been combined into one single word file:

- Waiver of Right of Setoff (UWD003)

- Compliance Agreement (UWD007)

- General Security Agreement (UWD011)

- Guarantee Agreement (UWD012)

- Merchant Banking (UWD005)

- Credit Card Authorization (UWD015)

- Maxwell Paper Fax Form (UWD010)

- Subscription Agreement – BC (UWD013)

- Subscription Agreement - AB (UWD014)

- Credit Card Authorization (UWD015)

- MC Trademark Agreement (UWD019)

- ROFR Agreement (UWD020)

- Narcotic Authorization Form (2 principal contacts)

• It is not necessary to use all documents; discard or do not print the documents not required.

New Customer Application

• If Customer has emailed you the Customer Application, save the Customer Application in your directory
• If not, Open uniPHARM-Customer Application.pdf
• Go to formsgeneral\membership\customer set up forms\ customer applications\new customer application\unipharm-Customer Application.pdf
• Fill out the application and save it in your directory

Copy pdf Data to Mail Merge File

• Copy Page 1 of pdf file to page 1 of Mail Merge.xlsm file (trying clicking on the left top corner to highlight the enter sheet and then press Ctl C)
• Move to the Mail Merge.xlsm file and place your cursor at the top right corner of Page 1 and then press Ctl V
• Copy Page 2 of pdf file to page 2 of Mail Merge.xlsm file
• Move to the Mail Merge.xlsm file and place your cursor at the top right corner of Page 2 and then press Ctl V

Enter Date in Mail Merge File

• In the Mail Merge worksheet, click Mail Merge sheet
• Enter Day, Month (Full description) and year
• Save Mail Merge worksheet
• Close Mail Merge worksheet

Shareholder Documents

• Open UWD000-Shareholder Documents.docx
• Go to formsgeneral\membership\customer set up forms\ customer applications\new customer application/UWD000-Customer Documents.docx
• Click Yes to select from Mail Merge$

Start Mail Merge

• Click Mailings
• Click Start Mail Merge
• Click Step by step mail merge wizard

Complete the Merge

• Click Next: Write your letter (Step 3 of 6)
• Click Next: Preview your letters (Step 4 of 6)
• Click Next: Complete the merge (Step 5 of 6)
• Review documents and delete pages not applicable and click Print

Complete Checklist

• Open Customer Checklist
• Go to formsgeneral\membership\customer set up forms\ customer applications\Customer Checklist/UWD000-Shareholder Checklist.xlsm
• Create new sheet for new shareholder
• Check off documents sent
• Save file

Forward Documents to Customer Service

• Customer Service will create Hotline incident
• When documents are returned, Customer Service will obtain approval for shareholders before forwarding to Finance for processing.
• Finance will perform credit checks and update Hotline:

- Shareholder (within 4 business days)

• Finance will return all documents to Customer Service
• Customer Service will close Hotline and send email to all staff notifying everyone when account has received final approval.
• Customer Service will send welcoming letter and new member documents to customer.