Working Remotely seems to be the theme for 2020. Fishbowl’s Dropbox plugin makes it super easy to share documents. Here's a guide for how to best organize your Fishbowl Dropbox Documents.
Master Files
Company
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- Maybe a business license or something else that is asked for frequently
- Maybe our reseller certificate stored here rather than with each Vendor
Customer
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- Customer Contract – Distributor – Dealer
- Customer Contract – Service or Support – Warranty
- Customer Resale Certificates
Vendor
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- Contract
- ISO certification
Part
-
- Engineering documents
- QA Inspection criteria
- Certifications required
Product
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- Packaging Configurations
Bill of Materials
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- Engineering Documents
- Manufacturing Instructions
- Inspection criteria
Transactions
Sales Orders
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- Customer PO
- Customer Specifications
- Commercial Invoice
- Special Instructions
Shipping
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- Bill of Lading
- Packing List
- Tracking Information
RMA
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- Photographs of damaged goods
- Customer Claim Document
Purchase Orders
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- Vendor Acknowledgements
- Special instructions
- Requests for Material Certifications
Receiving
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- Vendor Packing List
- Vendor Material Certifications
- Inspection documents
Manufacture Order
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- Finished Manufacturing Traveller
- Inspection Documents
Work Order
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- Finished Work Order Traveller
- Inspection Documents
Transfer Order
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- Packing Lists
- Receiving Documents