list of business file folder names for a drink business

General Business Files

Product Files

  • Include packaging design files and mockups
  • Organize by product line or packaging size
  • Include packaging materials and suppliers
  • Include label design files and templates
  • Organize by product type or label size
  • Include label printing specifications
  • Organize by product batch or testing date
  • Include test results and feedback
  • Keep track of any required retesting or adjustments
  • Include timelines and milestones
  • List team members responsible for each task
  • Include budget and resource allocation
  • Document quality control standards and protocols
  • Include checklist for product inspection
  • Keep track of any quality control issues or incidents
  • Include cost breakdown and pricing strategy
  • Keep track of competitor pricing
  • Update pricing information regularly
  • Include marketing plan and launch timeline
  • List promotional events and campaigns
  • Include target audience and distribution channels
  • Track inventory levels and reorder points
  • Include inventory count and restocking schedule
  • Organize by product type or location
  • Organize customer feedback by product
  • Include testimonials and reviews
  • Track any product improvement suggestions
  • Include certification documents and expiration dates
  • Keep track of regulatory compliance requirements
  • Include audit reports and inspection records
  • Include market research findings and trends
  • List product development ideas and prototypes
  • Organize by product category or target market
  • Include advertising materials and campaigns
  • Organize by marketing channel or campaign
  • Keep track of campaign performance and ROI

Sales and Distribution Files

  • Create a folder to store all sales reports generated by the business
  • Organize the reports chronologically or by type for easy access
  • Keep a folder for all distribution agreements signed with partners
  • Include copies of all agreements and related documents
  • Maintain a folder for storing customer invoices
  • Organize invoices by date or customer name for easy reference
  • Store all shipping documents in a designated folder
  • Include packing slips, shipping labels, and customs forms
  • Keep a folder for sales forecasts and projections
  • Update the forecasts regularly to track performance
  • Maintain a folder for inventory reports and stock levels
  • Track inventory turnover and reorder points in the reports
  • Create a folder for tracking customer orders
  • Include order confirmations, shipping status, and delivery receipts
  • Keep a folder for payment processing records
  • Include invoices, receipts, and payment confirmations
  • Store all sales contracts in a designated folder
  • Include copies of signed contracts and related documents
  • Maintain a folder for analyzing distribution channels
  • Include market research, competitor analysis, and channel performance
  • Keep a folder for storing customer feedback surveys
  • Analyze survey results to improve products and services
  • Create a folder for sales training materials
  • Include product information, sales scripts, and training videos
  • Maintain a folder for distribution logistics information
  • Include shipping routes, warehousing details, and delivery schedules
  • Keep a folder for shipping schedules and timelines
  • Track shipping dates, transit times, and delivery windows

Human Resources Files

Legal Files

  • Keep copies of all trademark registrations for your business name, logo, and any other intellectual property.
  • Organize the registrations by date and keep them in a secure folder.
  • File all contracts with suppliers in a designated folder.
  • Include details such as terms, pricing, and contact information for each supplier.
  • Maintain copies of all necessary permits and licenses for your drink business.
  • Ensure the documents are up to date and easily accessible.
  • Keep copies of all insurance policies related to your business.
  • Include details such as coverage amounts, policy numbers, and renewal dates.
  • Document any patents, copyrights, or trademarks related to your drink business.
  • Store these documents in a secure folder to protect your intellectual property.
  • Keep records of your compliance with industry regulations.
  • Include any certifications or documentation required by regulatory agencies.
  • Maintain copies of all employee agreements and handbooks.
  • Include details such as job descriptions, policies, and procedures.
  • File any documentation related to disputes with suppliers, customers, or employees.
  • Include correspondence, agreements, and any resolutions reached.
  • Keep copies of all documents related to the formation of your business entity.
  • Include articles of incorporation, operating agreements, and any other formation documents.

Marketing Files

  • Create folders for each advertising campaign
  • Include all assets such as graphics, copy, and schedules
  • Organize folders by platform (e.g. Instagram, Facebook)
  • Include content calendars, analytics reports, and ad campaigns
  • Store research reports, surveys, and competitor analysis
  • Categorize by target market, trends, and consumer behavior
  • Separate folders for each type of material (e.g. flyers, posters)
  • Include design files, print proofs, and distribution plans
  • Include logo files, color codes, and font styles
  • Organize by brand elements, usage rules, and examples
  • Store press releases, media contacts, and press kits
  • Categorize by PR campaigns, media coverage, and outreach
  • Create folders for each event (e.g. launch party, trade show)
  • Include planning documents, guest lists, and vendor contracts
  • Separate folders for each campaign or newsletter
  • Include email templates, subscriber lists, and performance reports
  • Organize folders by influencer name or campaign
  • Include agreements, content collaborations, and performance metrics
  • Store sponsorship proposals, contracts, and partnership agreements
  • Categorize by event sponsorships, community partnerships, and charity donations
  • Create folders for each trade show or exhibition
  • Include booth designs, promotional materials, and logistics plans
  • Organize folders by content type (e.g. blog posts, videos)
  • Include editorial calendars, content ideas, and publishing schedules
  • Separate folders for loyalty program details and promotions
  • Include membership lists, rewards catalog, and engagement strategies
  • Store packaging design files, mockups, and prototypes
  • Categorize by product lines, revisions, and design concepts

Operations Files

  • Create a folder for each inventory report
  • Include details such as date, items in stock, and any discrepancies
  • Organize schedules by week or month
  • Include details such as production goals, timelines, and resources needed
  • Keep track of equipment maintenance schedules
  • Include details such as date of maintenance, type of maintenance, and any issues found
  • Create a folder for each supplier contract
  • Include details such as contact information, terms, and renewal dates
  • Include detailed checklists for quality control procedures
  • Organize by product type or process
  • Document all incoming and outgoing shipments
  • Include details such as date, tracking number, and recipient
  • Include details on waste disposal procedures
  • Organize by type of waste or disposal method
  • Keep records of all health and safety inspections
  • Include details such as date, inspector, and any violations found
  • Organize records by employee
  • Include details such as training dates, topics covered, and certifications obtained
  • Document all facility maintenance activities
  • Include details such as maintenance type, date, and any issues found
  • Create a folder for crisis management plans
  • Include details such as emergency contacts, procedures, and communication protocols
  • Keep track of all compliance documents
  • Organize by regulation or agency
  • Include details on energy usage and efficiency measures
  • Organize by month or quarter

Customer Service Files

  • Create a file for collecting customer feedback forms
  • Include a system for tracking and analyzing feedback
  • Document step-by-step procedures for handling customer complaints
  • Include forms for recording complaint details and resolutions
  • Store a copy of the business's return policy
  • Include any forms or documents related to returns
  • Organize customer contact details in a file
  • Include a system for updating and maintaining contact information
  • Keep records of customer satisfaction survey results
  • Include analysis and action plans based on survey feedback
  • Document details of any customer loyalty programs offered
  • Include program rules, rewards, and participant information
  • Store training materials for customer service staff
  • Include manuals, presentations, and resources for ongoing training
  • Keep a file with all customer service policies and procedures
  • Include updates and revisions as needed
  • Track and store performance metrics for customer service
  • Include reports and analysis of key metrics
  • Document any initiatives aimed at improving customer service
  • Include action plans, timelines, and progress reports
  • Create templates for common customer service responses
  • Include customizable fields for personalization
  • Store documents related to quality assurance processes
  • Include audits, checks, and reports on service quality

IT Files