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New Customer Setup Form

Sage New Customer Setup

This form is used to setup a new client database.
  • Please ensure spellings are correct
  • If unsure please check with accountant
  • How many company accounts will you use Sage for?
  • How many users will be using Sage at the same time?
    Please tick Yes if you record Stock and No if you do not record Stock
  • Please list the users and their positions e.g. Eamon Breslin - Accounts
    If unsure please check with your accountant
  • Please list your bank account details: Account Number and Sort Code
  • Please list your Sales Nominal Code Descriptions e.g. Wine Sales, Beer Sales, Spirit Sales. These codes are used in reporting to categories different sales types.
  • Please list your Purchase Nominal Code Descriptions e.g. Wine Purchases, Beer Purchases, Spirit Purchases. These codes are used in reporting to categories different purchase types.
  • Please add anything else you would like to say regarding your Sage setup.

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