[B2B sales & account operations]() / [Use cases]() / [Account opening]() [How it works]() [What you get]() [Scope]() [Start a review]() [B2B sales & account operations]()[New accounts]() # Open new accounts with the right terms, and land the first order. A new business buyer verified, priced and ordering in days, with credit decided by the people who own it. [Start with an order desk review]() [How it works]() Account activation · Tidewater Events **3 of 6**steps done - Company and locations verified - Tax-exempt certificate on file - Price tier chosen - Credit decision With finance - Account created in Prophet 21 After credit - Opening order confirmed Where each new account stands. Finance and the rep see the same list. ## Sound familiar? - A new buyer fills in a form, and nobody knows whose job the next step is. - Terms get promised on the phone before finance has seen the application. - The account exists in the CRM but not in the ERP, so the first order stalls. The first order waits on forms, approvals and details typed twice, and the buyer feels every day of it. ## What changes. ShowTodayWith the engine Application A PDF form and a follow-up call One form that checks the company and locations as it’s filled in Credit Promised, then reviewed Requested with a summary, and decided by finance Setup Typed into the CRM, then the ERP One record, created once, in both First order Whenever the buyer gets round to it An opening order proposed and ready to confirm ## How it works. 7 steps, 5 stages. - AI**2** - Rules and automation**3** - Your team**2** - Approval 1. 1 Apply 1. Rules and automation ### Take the application One form collects the company, locations, tax status and who can order, and fills the CRM record as the buyer types. - HubSpot 2. 2 Verify 1. Rules and automation ### Verify the business Company, locations and tax-exempt documents are checked against what was provided. Mismatches are flagged. 2. AI ### Summarize the file for finance One page: what was provided, what’s missing and what’s unusual. 3. 3 Approve 1. Your team Approval ### Decide terms and credit Finance approves net terms or sets prepayment. A draft never grants credit on its own. 4. 4 Open 1. Rules and automation ### Create the account once Customer, ship-to and contacts are created in the ERP and CRM, with the price tier attached. - Prophet 21 - HubSpot 5. 5 First order 1. AI ### Propose the opening order A first order drawn from the buyer’s menu and your best sellers, at their price. 2. Your team ### Confirm with the buyer The rep walks through the order and confirms the delivery day. ## What you get. Real work, every week. Opening order Tidewater Events · draft A first order that fits their menu. Proposed 3 cases of LID-16F and 2 of the matching 16 oz cups Price List price until the price tier is approved Terms Prepaid until finance approves net 30 Delivery The next route day, once the buyer confirms The opening order the rep takes to the buyer. Nothing in it grants credit. Open applications This week - Tidewater EventsDocuments complete · net 30 requested **2 days**With finance - Juniper & Oak CaféTax-exempt certificate missing **5 days**Waiting on buyer - Northgate KitchensApproved, prepaid **1 day**First order Open applications, with who’s holding each one. ## How you’ll know it’s working. 1. Days from application to first order The clock a new buyer feels. 2. Applications that become ordering accounts Counts accounts that buy, not records that exist. 3. Credit exceptions found after setup Should stay near zero when finance decides first. Baselines agreed before we build. ## Works with what you have. ERP, CRM & inbox - Prophet 21 - HubSpot Commerce - Shopify Wholesale commerce - BigCommerce - NuORDER We configure first Shopify B2B’s company and location records, or your portal’s account setup, already carry prices and terms. We configure those before building anything. We build when Applications still travel by email, and the CRM and ERP records are typed in by hand. ## What a first build includes. Built in your accounts, around your team. Scope, fee and baseline agreed before we start. 1. 1 Design 2. 2 Build 3. 3 Run it, or hand it over [Start with a review]() [Scope this build]() ### We build - An application form that verifies as it goes - A finance summary and an approval step - One create-once path into the ERP and CRM - An opening-order proposal for each new account ### We start from - Your current application and credit policy - Price tiers and standard terms - ERP and CRM access ### From your team Owner Head of account operations, with the credit manager Involves - Account sales - Finance - Customer service ## Questions teams ask. Does the system grant credit? No. It prepares the file and asks. Finance approves net terms or sets prepayment, and the account opens with whatever they decide. Do we need Shopify B2B or a portal for this? No. If you have one, we use its company and location records. If you don’t, the same checks work in the ERP and CRM you already run. Who owns it once it’s running? You do. It’s built in your accounts, documented, with training for the people who run it. Ownership usually sits with your head of account operations, with the credit manager. We can keep running it with you, or step back. How do we start? Usually with an order desk review: two to four weeks, a fixed fee credited to the build, and a plan that’s yours. If the job is already clear, we can scope the build directly. ## Part of your order engine. One of 14 use cases, in 5 parts. [See the whole order engine]() 1. [New accounts **2**]() 2. [Quotes & pricing **3**]() 3. [Orders **3**]() 4. [Self-service & status **3**]() 5. [Account growth **3**]() In new accounts - [**Account research**Research the business accounts worth opening]() - **Account opening**You’re here Works with - [**Self-service reordering**Give business buyers self-service reordering, with a rep behind it]() - [**Contract pricing**Keep contract prices and approvals right]() ## Get new accounts ordering sooner. Start with an order desk review. [Start with an order desk review]() [**Talk it through first**15 minutes]() We reply within one business day. --- Source: [https://www.thekeating.co/use-cases/account-opening/]() [Contact Keating & Co](mailto:nelson@thekeating.co) · [Agent guidance](https://www.thekeating.co/llms.txt)