GFS Design System — New Customer Onboarding Checklist

01 Progress Overview Overall onboarding completion status

Customer Name

Sales Rep

Start Date

0% COMPLETE

0 of 0 steps completed 0 of 5 phases done

■ Progress persists via localStorage. Reset clears all data.

02 Phase 1 — Application Credit application and documentation

Phase 1 Application & Documentation 0/5 Pending

Step Responsible Due Date Notes

03 Phase 2 — Account Setup NetSuite record and commercial terms

Phase 2 Account Setup 0/5 Pending

Step Responsible Due Date Notes

04 Phase 3 — Operations Logistics, delivery, and EDI configuration

Phase 3 Operations & Logistics 0/5 Pending

Step Responsible Due Date Notes

05 Phase 4 — First Order Sample through first invoice cycle

Phase 4 First Order Cycle 0/6 Pending

Step Responsible Due Date Notes

06 Phase 5 — Ongoing Retention, reviews, and program enrollment

Phase 5 Ongoing Relationship 0/4 Pending

Step Responsible Due Date Notes

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  GFS Design System v10.0 ·
  Global Food Solutions, Inc. ·
  131 Heartland Blvd, Edgewood, NY 11717