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Comprehensive Filing System Guide

The document describes different types of documents and records that could be included in a filing system for a business, including customer records, sales and inventory, service and maintenance, compliance and legal documents, marketing and promotional material, employee records, and financial records.

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kameshbrtk
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7 views2 pages

Comprehensive Filing System Guide

The document describes different types of documents and records that could be included in a filing system for a business, including customer records, sales and inventory, service and maintenance, compliance and legal documents, marketing and promotional material, employee records, and financial records.

Uploaded by

kameshbrtk
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd

A filing system is a combination of physical and digital filing methods to manage

various types of documents, records, and customer information.

Customer Records

Physical files or digital folders for each customer, containing details such as purchase
history, service records, contact information, and any other relevant documents.

Sales and Inventory

Records of sales transactions, invoices, purchase orders, and inventory management


documents. These could be organized by date, product category, or other relevant criteria.

Service and Maintenance

Files related to vehicle service and maintenance, including work orders, service
schedules, warranty information, and repair records.

Compliance and Legal Documents

Filing system for important legal and compliance documents, such as business
licenses, insurance policies, and regulatory compliance records.

Marketing and Promotional Material

Organized storage for marketing materials, advertising assets, promotional


campaigns, and related documentation.

Employee Records

Personnel files for staff members, including HR documents, training records,


performance evaluations, and other employee-related information.
Financial Records

Filing system for financial documents such as accounting records, tax filings, payroll
information, and banking documents.

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