View source for 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'''
[[File:MM1.png|400px]]

===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
[[File:MM2.png|400px]]

===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.


[[Category:Workflows-Finance]]
[[Category:Accounts Receivable]]