Here is our final recommendation when submitting vendor documents, we hope you gleaned some useful tips from this series! Rule #8: Provide cross reference reports. As long as your customer can show you a cross reference report they have generated - so you know they...

Reporting, reporting, reporting. You must maintain a complete history of every submission, version, and status. This should be available for your customer, in case there is ever a discrepancy. Only 1 rule left! Tune in later this week for our final recommendation when...

Every submitted file should include meta data ensuring it is unique. This can be done by including the document, revision and submission numbers. Could be embedded in the meta data. More simply – it can be put in the file name. This simplifies the uploading of the...

Once a link has been established between two document systems, it must be recorded, and included on every subsequent exchange. This generally takes the form of document numbers being assigned in both your and the customers systems. If your customer gives you a...

Upfront, or on initial submission, you must provide the relationship between your document number, the customers requirements, and the purchased equipment In vendor documentation, this correlates to a document code (provided by your customer), and the tag number of...

Every document must have a unique number. Whether you use sequence, or sheet numbers, there should be a unique ID for every document which links it to some data system in your office. With the correct ID, you should be able to pull up all of the information about the...