Suggested Uses for Fishbowl Dropbox – Document Types Guide

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

• • Maybe a business license or something else that is asked for frequently
  • Maybe our reseller certificate stored here rather than with each Vendor

Customer

• • Customer Contract – Distributor – Dealer
  • Customer Contract – Service or Support – Warranty
  • Customer Resale Certificates

Vendor

• • Contract
  • ISO certification

Part

• • Engineering documents
  • QA Inspection criteria
  • Certifications required

Product

• • Packaging Configurations

Bill of Materials

• • Engineering Documents
  • Manufacturing Instructions
  • Inspection criteria

Transactions

Sales Orders

• • Customer PO
  • Customer Specifications
  • Commercial Invoice
  • Special Instructions

Shipping

• • Bill of Lading
  • Packing List
  • Tracking Information

RMA

• • Photographs of damaged goods
  • Customer Claim Document

Purchase Orders

• • Vendor Acknowledgements
  • Special instructions
  • Requests for Material Certifications

Receiving

• • Vendor Packing List
  • Vendor Material Certifications
  • Inspection documents

Manufacture Order

• • Finished Manufacturing Traveller
  • Inspection Documents

Work Order

• • Finished Work Order Traveller
  • Inspection Documents

Transfer Order

• • Packing Lists
  • Receiving Documents

You can download a PDF version here.