New Customer Setup & Account Verification Guide

Introduction

Welcome to Abbott Medical’s onboarding guide for new customers. This comprehensive guide is designed to streamline the process of setting up a new customer account and verifying eligibility before accepting the first order. Proper compliance at this stage helps ensure uninterrupted order processing and fulfillment, safeguarding both customer satisfaction and Abbott’s service quality.

Account Setup Requirements

Before processing any new customer order, it is critical to verify the customer's credit status and identity. This step mitigates financial risk and enables timely order fulfillment.

1. Perform a credit check through the approved credit assessment system to determine the customer's creditworthiness.
2. Validate the customer's identity and organization legitimacy by verifying official documentation and contact details.
3. Set up the customer's organization profile within Zendesk, ensuring all relevant fields such as billing address, shipping address, primary contact, and payment terms are accurately entered.
4. Confirm that Shared Services has approved the customer account setup. Approval is mandatory to avoid delays in order acceptance and processing.

Initial Login and Access Management

Once the account is established and approved, provide new customers with login credentials and guidance on accessing Abbott Medical’s ordering systems.

1. Send a welcome email that includes login instructions and links to the customer portal.
2. Assist customers with first-time login to the portal or Zendesk interface, highlighting key features relevant to placing and tracking orders.

Compliance and Verification Checklist

Use this checklist to ensure all steps are completed before first order acceptance:

• Verified credit status is satisfactory.
• Customer identity and organization verified.
• Complete and accurate organization data entered in Zendesk.
• Shared Services account approval received.
• Customer has been provided access to necessary ordering systems.

Additional Resources

For detailed instructions on credit checking and Shared Services approval processes, please refer to the [Credit Check Procedure Document] and [Shared Services Approval Workflow] respectively. For Zendesk organization setup guidelines, consult the [Zendesk Account Management Guide].

Contact Support

If you encounter any issues during the new customer setup or require assistance with account verification, contact the Abbott Medical Support Team at [support email] or call [support phone number]. We are committed to providing professional and compassionate support to help you get started smoothly.

Conclusion

Completing these verification and setup steps thoroughly is essential to maintain Abbott Medical’s high standards of service excellence. We appreciate your attention to detail in onboarding new customers to ensure efficient order processing and outstanding patient care outcomes.