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
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.