Suggested Uses for Fishbowl Dropbox – Document Types Guide

August 11, 2020 by in category Fishbowl Inventory, Inventory Management with
Home > Blog > 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.

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Jeanne Tarazevits
CPA, QuickBooks Maven, Fishbowl Guru

As a Top 100 QuickBooks ProAdvisor and Fishbowl Inventory Super Hero, Jeanne helps businesses change the way they do business by getting their inventory management, accounting and manufacturing systems all working together seamlessly. In providing these services Jeanne draws upon her knowledge as a CPA, her previous experience as an Auditor with Ernst & Young and long-time CFO of a publicly-traded medical device manufacturer, and the expertise gained in the 10+ years she has been working with Fishbowl Inventory.

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