ACCOUNT OPENING FORM

Customer Details
Company Name : ________________________________________________________

Directors : 1)________________________________ Mobile No ____________

2)________________________________ Mobile No ____________
3)________________________________ Mobile No ____________
4)________________________________ Mobile No ____________

CEO : ___________________________________ Mobile No ____________

email id________________________________________________

Accountant : ________________________________ Mobile No ____________

email id________________________________________________

Procurement : ________________________________ Mobile No ____________

email id________________________________________________

Additional Contact : ________________________________ Mobile No ____________

email id________________________________________________ Position ____________

Customer Address
Physical Location______________________________
County_____________________________________ Town______________
Street Name_________________________________ Building_____________
Closest Landmark_________________________________________________
KPLC Account No_________________________

Trade References
Company Name :________________________________________________
Reference(Name & Position)_______________________________________
Tel No______________________, Email Id__________________________

Company Name :________________________________________________

Reference(Name & Position)_______________________________________
Tel No______________________, Email Id__________________________
OFFICIAL USE ONLY
Sales Rep Remarks________________________________________________________
_______________________________________________________________________
Documents Checked by (Name & Sign) : __________________________
References Checked by (Name & Sign) : __________________________

Customer Type :______________________

Credit Limit Requested for : Amount ___________________ Days____________

Credit Limit Approved : Amount _______________________ Days____________

Approved by : ________________

Confirmed by :________________

Notes :

Customer Details
1) Where possible and esp if not a household name get copies of registration documents, e.g. Documents for
Aga-Khan, Nairobi Hosp, CBK etc will not be needed, if unclear ask your Manager or FC
2) When Filling in the Names of the CEO, Prourement, etc get the full Names (3) & the Correct Title
(e.g. Dr., Mr., Mrs., Dr.(Mrs.), etc
3) Where there is more than one Mobile Number please enter it below the main one
4) Email id's and Mobile Numbers are a must for the CEO, Procurement & Accountant

Customer Address
1) Ensure a copy of the utility bill is attached for clients who are not well known

Trade References
1) Sales rep to communicate to customers on the need of having references who are in good
standing as this will impact on the evaluation.
2) Credit Control to call the Trade References and follow up with email, email to be attached
to account in the system
3) All confirmations to be signed off by FC upto Kshs 100,000 Amounts above 100,000 to be signed
by the MD

Sales Rep : (Name & Sign)______________________________________________

Account Created in SAP by : (Name & Sign)_______________________________

Credit Limit Entered by : (Name & Sign)__________________________________

THIS FORM WHETHER APPROVED OR NOT TO BE ATTACHED TO THE CUSTOMER ACCOUNT IN SAP