New Operator Setup Request - Promotional Products Distributor

Hello, this is the information needed to setup a new Operator login for iSUITE. This form can only be completed and submitted by a Contract Signer or an Authorized Representative. Once we receive the information, we can work with you to setup the new code in iSUITE and the Affiliate WebZone.

• We cannot start the process of creating a new code until the below form is completed in its entirety.
• Please note it does take at least 48-72 hours to set-up a new code in all systems once we receive the completed form.
• The operator code chosen is automatically selected by the system, so unfortunately, we will not be able to custom select a code for you.
• Once finalized, the login & password will work for iSUITE and the Affiliate WebZone.

Please be sure to send this and any accounts changes and/or updates to: [email protected]

Layout

Authorized Rep Code:

Operator Name:

Title & Responsibilities:

Email:

Email

Confirm Email

Phone:

Is the company name for the new operator the same or different from the authorized requester?

Company Name:

(If Different than Affiliate Organization)

Address:

Address Line 1

Address Line 2

City

State

Zip Code

Is there a commission structure?

Commission Structure:

Describe the commission structure.

Please be sure to provide a W9 and Direct Deposit information. This information can be uploaded here or sent directly to our Accounting Team at [email protected].

File Upload

Click or drag files to this area to upload.

You can upload up to 10 files.

Load W9 and Direct Deposit Information.

System Access and Permissions

iSuite Permissions:

Default (Recommended): This gives access only to create and view customers and orders under their own code.
Group Leader: This allows access to view and create jobs and customers across the main affiliate organization.
Affiliate Access: This gives full access to the affiliate organization and allows to view the system exactly as the Contract Signer does.

**This also requires a separate Authorization Form to be signed. **

Placeholder for that form and email.

Order Entry Access?

Affiliate WebZone Access?

Reports Access?

When creating a job in iSUITE, the job number will automatically end in a 3-letter code. However, we can adjust the system settings to determine which Operator’s code is used.

When creating a new job, the last 3-letters of new job# should be:

When creating a customer in iSUITE, the customer code will automatically be linked to an Operator. However, we can adjust the system settings to determine which Operator it is linked to.

When creating a new Customer Code, the code should…

When Sales Reps create new customers, the permissions should be:

Special E-Mail Settings:

Please list the email address(es) for the following types of documents.

Purchase Order:

Email address that will show on the Purchase Order document.

Draft Invoice:

Draft Approval requests

Final Invoice:

CC’ed on Final Invoice to customer

Payment System (defaults to contract signer)

Weekly Payment Reports from the Accounting Team

Remittance Instructions:

CC’ed on emails sent to customers

Shipping Confirmations:

Order Support will forward shipping confirmations

Dispute Notifications:

Disputes Team will send updates

Credit Card Receipts:

CC’ed on customer payments

Job Notes:

Internal iSuite communications

Accounts Receivable:

Accounts Receivable will send updates

As an authorized representative for your organization, by submitting this form you are assuming all financial responsibility for this new representative.