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New Account – Office Use Only Portion
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New Account – Office Use Only Portion
New Account Form - Office Use
New Account Form For office use only - to be completed by sales personnel
ACCOUNT INFO
Business Name
*
SALES INFO
Sales Person Name
*
Sales Route Number
*
Pre-Sell Day
*
Monday
Tuesday
Wednesday
Thursday
Friday
Delivery Route
*
Delivery Day
*
Monday
Tuesday
Wednesday
Thursday
Friday
Route Sequence
*
Sold after which account?
ACCOUNT HISTORY
Replacing an existing account?
*
Yes, please enter in next line
No, skip to Customer Atrributes
Third Choice
Replacing which account
If you answered yes above, you are required to enter account name here.
Reason for replacement
Final dollar amount owed to WDI LLC
Method of collecting final bill from old customer (which Salesperson/Team Leader is collecting and by what date?)
CUSTOMER ATTRIBUTES
Choose one answer for each question. If more than one answer is correct, choose the most appropriate response.
Consumption Type
*
On-Premise
Off-Premise
Consumption Type 2
Package Only
Package and Draught
Contemporary Adult
*
B. Both
H. High-End
N. No
Y. Yes
Displays Allowed
*
10. Not Allowed
20. 25 case max
30. 75 case max
40. Over 75 allowed
WI State License
*
Beer-only
Beer & Wine
Beer, Wine & Liquor
Non-Alcoholic account
Pricing Policy
*
General
North
East
Appleton
South (MKE)
Customer Type
*
Off - Supermarket (Pick N Save)
Off - Supercenter (Walmart, Target)
Off - Mom & Pop (Small Grocery)
Off - Mass Merch / Discount (limited food)
Off - Club Store (Costco)
Off - Package Liquor
Off - Convenience (NO GAS)
Off - Gas & Convenience
Off - Drug Store
Off - Deli
Off - Marina/Bait
Off - Campground Store
Off - Vending Machine Service
Off - Catering Service
Off - Other
----------------------
On - Bar
On - College Bar
On - Gay Bar
On - Sports Bar
On - Cocktail Lounge
On - Lodging / Hotel
On - Restaurant
On - Banquet Hall
On - Irish Pub
On - Italian
On - German
On - Mexican
On - Chinese
On - Japanese
On - Barbeque
On - Stadium
On - Music Venue
On - Bowling Center/Pool Hall
On - Concessionaire
On - Golf Course
On - Casino
On - Race Track
On - Adult Entertainment
On - Service Org. (VFW)
On - Other
Approval
By completing this form, your approval is implied.
Sales Rep / Team Leader / Sales Manager
*
Untitled
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