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1. Vendor Profile Form

   1. Type of request. Check New or Update

   2. Requestor name. The name of the person requesting the vendor add or update.

   3. Request date. The date the completed Vendor Profile and four Required Documents were provided.

   4. Epicor Companies. List the Epicor Companies where the Supplier should be changed or updated.

   5. Purchase Terms. Select from dropdown list on the Vendor Profile.

   6. Payment Method. Select from dropdown list on the Vendor Profile.

   7. Supplier Address. Mailing street address. Use line 2 if needed.

   8. City/State/Zip. Mailing City, 2-character state, 5 or 9-digit postal code.

   9. Supplier Phone: Primary phone number

   10. Supplier Email: Primary Email address

   11. Remit To Address. Address used for Supplier payments. Use line 2 if needed.

   12. Remit To City/State/Zip/County. Supplier payments City, 2-character state, 5 or 9-digit postal code.

   13. Contact Info.

       1. AP Representative. Contact information for the vendors primary AP rep.

          1. Name

          2. Email

          3. Phone

          4. Address/City/State/Zip/County

       2. AR Representative. Contact information for the vendors primary AP rep.

          1. Name

          2. Email

          3. Phone

          4. Address/City/State/Zip/County

2. Required Documents.
   Complete the reference fields on the Vendor Profile and attach the scanned documents.

   1. NDA signed date. Date the Non-disclosure Agreement was signed.
      Scanned document: Signed Non-disclosure Agreement

   2. Agreement signed date. Date the Vendor Agreement was signed.
      Scanned document: Signed Vendor Agreement

   3. Insurance
      Scanned document: Certificate of Insurance

      1. Provider. Name of the company providing vendor’s liability insurance.

      2. Policy #. Vendor’s liability insurance policy number.

   4. Tax ID. Social Security Number or Employer Identification .
      Scanned document: W-9.

3. The requestor emails the completed form and required documents to VendSetup@calclosets.com. The Supplier will be added in the ERP system only when all Required information has been provided.

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Add the new Supplier to the Epicor Companies

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