Your company should be selective in the customers you choose to work with. The Authorizing New Customers Policy provides easy to follow procedures and customer approval criteria that will help you choose the best companies to do business with.
The procedure can easily be customized by replacing the tokens in brackets with the appropriate officers, names and numbers. You can further edit this procedure to include additional criteria and policies that are required by your company.
The “Authorizing New Customers Policy” is recommended to be included within the Finance section of your Company Manual.
Word count: 450
Attachment: New Customer Information Consideration Form (Word Doc)