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What does a trade customer check before opening a supply account?

They check whether you hold the range in depth, the account terms available, and whether there is technical support behind the counter. Trade customers buy on availability and advice, so depth in a narrower range beats breadth without stock.

A contractor needs a supplier who has the part today and can advise on the substitute if not.

Reviewed 4 August 2026

Plact Research

Scope and specifications

Product categories and range depth
Depth in the categories you serve beats breadth without stock.
Stock availability by location
Trade buying is same-day buying.
Branch or collection locations
Proximity matters more than price for many orders.
Account terms
Credit terms and account application requirements.
Technical support available
Advice behind the counter is a real differentiator.
Delivery options and cut-off times
Same-day and next-day change the proposition.
Trade pricing structure
Tiers, volume discounts and contract pricing.

Documents buyers may need

Documents buyers ask a business-to-business supplier for, what each proves, and whether it belongs on the public site
Account application requirementsAsked at: first contactWhat is needed to open a trade account and how long it takesPublish it
Product range with stock indicationAsked at: every orderWhat you carry and what is actually availablePublish it
Trading terms documentAsked at: account openingCredit terms, limits and pricing structurePublish it
Product technical dataAsked at: product selectionSpecifications and datasheets for what you sellPublish it
Compliance documentationAsked at: regulated goodsCertification for regulated products, passed throughName it, share on request
Returns and exchange policyAsked at: before orderingHow unused and faulty goods are handledPublish it
Delivery and collection cut-off timesAsked at: orderingWhen an order today arrivesPublish it

Details for a useful enquiry

Trade or business type
Determines eligibility and pricing tier.
Product categories required
The commercial fit.
Typical order value and frequency
Sets the terms.
Account type needed
Credit or cash account.
Locations used
Branch proximity matters.
Delivery or collection preference
Shapes the service offered.

Questions suppliers ask

What matters more, range or stock?

Stock, decisively. A trade customer needs the item today, and a supplier with deep stock in a focused range beats one with a wide catalogue and long lead times. Publishing real availability by location is worth more than adding lines to the catalogue.

Is technical support a real differentiator?

It is one of the few remaining ones. Trade customers regularly need a specification checked or a substitute suggested, and a counter or phone line that answers competently earns loyalty that pricing alone does not. It is worth featuring rather than assuming.

How should account opening be presented?

As a short, clear process with the requirements listed and a realistic timescale. Trade customers open accounts when they need something urgently, so friction at that moment sends them to whoever makes it simplest.

Check which documents and standards your buyer needs; requirements vary by market, customer and contract.

Plact Research. Plact's editorial desk for buyer-evidence research. Industry standards, documents and buyer questions are researched and drafted with Plact's AI tools, then reviewed by Praveen Kavuri before publication. Every claim cites the standard, regulation or public source it rests on.

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