New Customer Setup Form Home > New Customer Setup Form Please complete the form Sage New Customer Setup This form is used to setup a new client database. Company Name*Please ensure spellings are correctCompany Address* Telephone Number*Email AddressVAT NumberBusiness TypeRetailWholesaleServiceFinancial Year Start Date* If unsure please check with accountantNumber of Companies Required*12345678910How many company accounts will you use Sage for?Number of Users Required*12345678910How many users will be using Sage at the same time?Do you record Stock Levels* Yes No Please tick Yes if you record Stock and No if you do not record StockUser Details* Please list the users and their positions e.g. Eamon Breslin - AccountsSelect your VAT Type* Standard VAT Accounting Cash VAT Accounting If unsure please check with your accountantBank Accounts* Please list your bank account details: Account Number and Sort CodeSales Nominal Codes 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. Purchase Nominal Codes 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.Additional Comments: Please add anything else you would like to say regarding your Sage setup.
