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> list general business files checklist
list general business files checklist
General Business Files Checklist
Finance and Accounting Documents
Invoices
Receipts
Financial Statements
Tax Returns
Budgets
Legal Documents
Business License
Contracts
Agreements
Intellectual Property Documents
Insurance Policies
Trademark registrations
Copyright registrations
Patents and patent applications
Non-disclosure agreements
Employment contracts
Lease agreements
Partnership agreements
Vendor contracts
Compliance documents
Tax documents
Permits and licenses
Litigation documents
Employee handbooks and policies
Human Resources Files
Employee Handbook
Job Descriptions
Employee Contracts
Performance Reviews
Time off Requests
Marketing and Sales Documents
Marketing Plans
Sales Reports
Advertising Materials
Customer Feedback
Social Media Strategy
Operations and Logistics Files
Inventory Reports
Maintain accurate inventory counts
Update inventory reports regularly
Supply Chain Documents
Organize supply chain agreements
Keep track of supplier information
Production Schedules
Create detailed production timelines
Monitor production progress
Shipping and Receiving Records
Document incoming and outgoing shipments
Track delivery dates and times
Equipment Maintenance Logs
Record equipment maintenance activities
Schedule routine equipment inspections
Vendor Contracts
Store signed vendor agreements
Review contract terms regularly
Procurement Records
Keep records of purchases
Track procurement expenses
Warehouse Management Documents
Organize warehouse layout plans
Maintain inventory storage locations
Customer Order Fulfillment Records
Track customer orders
Document order fulfillment process
Transportation and Distribution Files
Manage transportation schedules
Monitor distribution channels
Quality Control Reports
Record product quality assessments
Implement quality control measures
Facility Management Records
Maintain facility maintenance logs
Document facility upgrades or repairs
Inventory Reconciliation Reports
Compare physical inventory counts with records
Identify discrepancies and investigate
Return and Exchange Records
Track returned items
Document exchange transactions
Packaging and Labeling Documents
Create packaging design templates
Ensure compliance with labeling regulations
IT and Technology Files
Data Backup Procedures
Miscellaneous Files
Meeting Minutes
Company Policies
Business Plans
Vendor Contracts
Employee Training Materials
Archiving and Storage
File Naming Conventions
Backup Procedures
Retention Policies
Physical and Digital Storage Locations
Disaster Recovery Plans
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