Excel workbookOfficial Zeyto

Supplier and Customer Onboarding Pack for UAE Businesses

An Excel workbook for UAE businesses that deal with several suppliers and customers on credit.

Open supplier and customer accounts with a clear record.

At a glance

  • FormatExcel workbook
  • DeliveryInstant download
  • In the box5 files, 190 KB
  • Works withMicrosoft Excel 2016 or later and Microsoft Word
  • Made forUAE businesses

How it works

  1. BuyPay on Stripe’s secure page.
  2. DownloadYour order page opens at once with a secure link.
  3. Open and useOpen the workbook in Excel and start from the example.

What you get

  • Supplier and customer registers with status flags
  • Credit guide: suggested limit, approved limit, utilisation
  • Bank detail change log with call-back check
  • Onboarding forms, scorecard and credit terms letter draft
  • Procedure with controls and red flags
Files and sizes (5)
  • uae-supplier-customer-register.xlsx73 KB
  • uae-supplier-onboarding-pack.docx38 KB
  • uae-customer-onboarding-and-credit-pack.docx38 KB
  • uae-onboarding-procedure-and-controls.docx38 KB
  • README.txt2.4 KB

5 files, 190 KB in total. You download them from your order page after payment.

What it does not do

  • Verify documents and businesses yourself and approve each limit.
  • The TRN check tests format only.

After you buy

  • Instant downloadYour order page opens right after payment with a secure link for each file. The link is emailed to you too.
  • A fresh link any timeLinks last 48 hours. Enter your order reference and the email you paid with and we will send a new one.
  • Help is one email awayWrite to support@zeyto.app with your order reference. The team answers every enquiry.
  • Fix, replace or refundIf a file is damaged, will not open, or is materially different from its listing, tell us within 7 days of the sale and we will fix it, replace it or refund you.

Find my purchasesContact the Zeyto teamMarketplace terms

Full refund wording

Digital downloads (files, templates, skill packs, guides) are delivered straight away, so they are not refunded once downloaded. If a file is damaged, will not open, or is materially different from its listing, tell us within 7 days of the sale and we will fix it, replace it or refund you.

Applies to products sold by Zeyto itself. None of this takes away rights you have under UAE law.

About this product

An Excel register and three Word documents for opening and managing supplier and customer accounts without losing track of who you deal with.

Read the full description

An Excel register and three Word documents for opening and managing supplier and customer accounts without losing track of who you deal with.

What is inside

  • Workbook (8 sheets): Suppliers and Customers registers (150 rows each) with document checks, licence expiry, TRN format check, yearly review dates and a status; customer credit with a suggested limit from expected sales, terms and a risk factor that you set, the limit you approved, balance and utilisation; Dashboard; Bank Detail Changes log with call-back verification; two Example sheets with invented businesses.
  • Supplier pack (6 pages): information form, documents checklist, scorecard, bank change form and a short code of conduct for legal review.
  • Customer pack (6 pages): application, due diligence checklist, credit approval, credit terms letter draft, welcome letter and yearly review form.
  • Procedure (3 pages): steps, controls, red flags and records.

What it is not It does not verify documents, TRNs or businesses and does not screen anyone against any list. The TRN check tests only the format. Credit suggestions are a simple guide, not a credit rating. The letters and code of conduct are drafts for legal review. If your sector has customer due diligence duties, follow them and ask your lawyer.

How we checked it We opened every workbook in desktop Excel on Windows, recalculated all formulas, and checked the worked examples against hand calculations. We measured Word page counts in desktop Word. We did not test Google Sheets, LibreOffice, Excel for Mac or Excel on the web.

Questions

Who is it for?
UAE businesses that deal with several suppliers and customers on credit.
What do I need to use it?
Microsoft Excel 2016 or later and Microsoft Word, or apps that open .xlsx and .docx files.
How do I get it?
Pay on Stripe, then download from your order page at once. Links last 48 hours: ask for a fresh one with your order reference and email.
What if the file is wrong?
If a file is damaged, will not open, or is materially different from its listing, tell us within 7 days of the sale and we will fix it, replace it or refund you. Read the terms.

Supplier and Customer Onboarding Pack for UAE Businesses: AED 109

Pay once, download at once.

Damaged, will not open or not as listed? Tell us within 7 days and we fix it, replace it or refund you.

Questions before you buy? Contact the Zeyto team. This is sold by Zeyto (Emeron Infospace FZE) itself, not by an independent seller. See the marketplace terms.

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