KYC Onboarding Form

Hello and welcome!

Thank you for choosing to partner with us. We're excited to have you join our community.

To ensure a smooth and successful setup of your Odoo customer account, please complete the onboarding form below. The information you provide is crucial for our Know Your Customer (KYC) process and helps us tailor our services to your specific needs.

Please take a moment to fill out all sections as accurately and completely as possible. The more precise the information, the faster we can get your account fully operational.

If you have any questions while filling out the form, please don't hesitate to reach out to our support team.

Subject

Business | Company Name

Client Name | Title

Address

Your Email

Phone Number

What is your Business Type

Number of employees

Number of System Users

Top Notch Technologies can help you with

Point of Sale (POS)

Sales (CRM, Commissions, Contracts)

Inventory (Stock, Warehousing, Tracking)

Purchases (Vendor Management)

Accounting (Invoicing, General Ledger, Taxes)

Manufacturing (BOMs, Production Planning)

Website | eCommerce

How much active experience does your management team have with ERP systems?

Select You and Your Company Experience Level

What current system do you use:

List all of warehouses, locations, branches:

How confident are you in the accuracy of your current systems data?

Very Confident

Fair

Not Confident

What is the expected timeline for your work to be completed

Submit

KYC Onboarding Updated!

We've received your KYC details and are already reviewing them to kick off your Odoo setup.

Look out for a follow-up contact from our team soon.

In the meantime we invite you to visit our website.

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