Onboarding Guide English

Onboarding Guide A quick guide to our company, tools and processes

Onboarding Guide

Welcome to Ascent!

Welcome, and thank you for partnering with Ascent Global Logistics.

This guide has been created to make the onboarding process simple and efficient. Here you will find the information needed to complete the setup required for invoicing and system registration.

The guide is organized into two sections. The first explains how to register our two billing entities in your system. The second outlines the information and documentation we require to register your company in our system.

Our goal is to provide a clear, self-service resource that helps you complete these steps quickly and accurately, allowing us to begin working together without delays.

If you need additional support, our team will be happy to assist.

Onboarding Guide

How to Register Ascent Billing Entities in Your System

Onboarding Guide

Thank you for collaborating with Ascent Global Logistics.

To begin the onboarding process, please register the following two billing entities in your system. These entities are used depending on the type of service provided.

Ascent On Demand Inc.

[Click here]

This entity will be used for the following services: Air movements: - Charter: Dedicated air service - HWAF (Heavy Weight Air Freight): Consolidated air service - OBC (On-Board Courier): Transportation of material by a person) Cross-border ground movements (export and import) Intra-US: Ground movements within the United States *Billing only issued in USD

Ascent Global Logistics de Mexico

[Click here]

Ground Services within Mexico are billed by this entity.

The services can be billed in USD or MXN (depending on customer needs), and it must be set up as an additional account for VAT purposes.

We remain available for any questions or additional information you may require.

Onboarding Guide

Information Required to Register Your Company as a Customer

Onboarding Guide

Onboarding Process To complete the onboarding process, we require the following information to register your company in our system.

Please review and share the applicable documentation.

Company Tax Documentation Please provide the tax document corresponding to the entity that will be billed for services.

If your company is located in the United States: - W-9 Form If your company is located in Mexico: - Constancia de Situación Fiscal (CSF) - Opinión del cumplimiento de obligaciones fiscales (Opinion Positiva del SAT) *If there are multiple invoicing locations, please provide the information for each one.

Invoicing Process To ensure invoices are issued correctly and processed without delays, we need to understand your company’s invoicing requirements.

You may choose one of the following options: Option 1 - Share a document that outlines your invoicing process and requirements.

Option 2 - Complete our form with the key invoicing details.

Why do we request this information?

This helps us: Avoid invoice rejections Comply with tax requirements Ensure timely payments Activate your account quickly

Onboarding Guide

Thank you!

If you have any questions, our Onboarding Team is ready to help you.

daniel.castelo@ascentgl.net ernesto.ruiz@ascentgl.net