🚀 New Customer Onboarding

Automatically add customer to: Database + Google Sheets + Mapping File

📋 Step 1: Basic Information

Customer Name (Contact person name)

Business Name * (Exact business name - REQUIRED)

Phone Number

UPS Email

Business Address

🔑 Step 2: UPS Account Information

UPS Username(s) (One per line - for auto-matching shipments) 💡 This is THE GOLDEN TICKET for auto-matching. Add all UPS usernames this customer uses.

📊 Step 3: Google Sheets Configuration

Google Sheets Name (Optional) (Leave blank to use Business Name) 💡 Only fill this if the name in Google Sheets must be different from the business name above.

Who Referred

Referral Invoice Sent

💰 Step 4: Pricing & Markup

Markup Canada (Multiplier) (e.g., 1.15 = 15% markup) 💡 Default: 1.20 (20% - capped maximum)

Markup US (Multiplier) (e.g., 1.15 = 15% markup)

Referral Fee

Partner Customer (0% markup - Eric adjusts in sheets)

🎯 What This Form Does

Clicking "Onboard Customer" will automatically:

✅ Create customer record in database
✅ Add row to Google Sheets bookkeeping template
✅ Update YAML mapping file for export matching

All 3 steps complete in one click! No manual Google Sheets editing or YAML file updates needed.

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