list general business files checklist

General Business Files Checklist

Legal Documents

Human Resources Files

Marketing and Sales Documents

Operations and Logistics Files

  • Maintain accurate inventory counts
  • Update inventory reports regularly
  • Organize supply chain agreements
  • Keep track of supplier information
  • Create detailed production timelines
  • Monitor production progress
  • Document incoming and outgoing shipments
  • Track delivery dates and times
  • Record equipment maintenance activities
  • Schedule routine equipment inspections
  • Store signed vendor agreements
  • Review contract terms regularly
  • Keep records of purchases
  • Track procurement expenses
  • Organize warehouse layout plans
  • Maintain inventory storage locations
  • Track customer orders
  • Document order fulfillment process
  • Manage transportation schedules
  • Monitor distribution channels
  • Record product quality assessments
  • Implement quality control measures
  • Maintain facility maintenance logs
  • Document facility upgrades or repairs
  • Compare physical inventory counts with records
  • Identify discrepancies and investigate
  • Track returned items
  • Document exchange transactions
  • Create packaging design templates
  • Ensure compliance with labeling regulations

IT and Technology Files

Miscellaneous Files

Archiving and Storage