Create B2B Customer Onboarding Records

Company Booker / Travel Desk / Finance

B2B Customer Onboarding

B2B customer onboarding for companies and travel agents with sold-to, bill-to, GST/VAT, payment terms, markup/commission, country documents, attachments, and approval routing.

Record Title Onboarding Type Onboarding Stage Account Name Account Type Company / Legal Name Contact Name Phone Email Country Document Norm Tax Registration Billing Mode Payment Terms Credit Limit Preferred Currency Default Markup % Default Commission % Sold-To Name Sold-To GST/VAT ID Sold-To Address Bill-To Name Bill-To GST/VAT ID Bill-To Address Required Document Types Requested Document Type Attachments Upload ID proof, address proof, company certificates, restaurant licenses, bank proof, PDFs, or images as requested. Storage Provider Cloud Folder Path Document / PDF URLs Verification Owner Due Date Priority Status Notes / Record Body

Process context

CreateFrontend form

CollectFiles, fields, notes

ReviewHost/admin actions

ArchiveAudit retained