Resources & Tools
Document Library
| FILE NAME | UPDATED | |
|---|---|---|
| Operational Audit Training Guide | 2026-01-09 | |
| Audit 365 Training Guide | 2024-04-01 |
| FILE NAME | UPDATED | |
|---|---|---|
| Cash On Hand | 2021-07-21 | |
| Account Change Form | 2017-09-21 | |
| Account Receivable Adjustment Form | 2018-08-03 | |
| IRS Form 8300 – Cash Receipts over 10K – English | 2024-11-01 | |
| IRS Form 8300 – Cash Receipts over 10K – Spanish | 2024-11-01 | |
| IRS Form 8300 Field Instructions | 2024-11-01 | |
| Credit Limit Change Request | 2025-08-01 | |
| Check Request | 2018-07-15 | |
| Customer Refund Check Request | 2017-07-27 | |
| Cash Deposit Instructions | 2016-05-12 | |
| Job Account Application | 2025-08-01 | |
| Petty Cash | 2015-12-08 | |
| Deposit Sheet | 2016-03-08 |
| FILE NAME | UPDATED | |
|---|---|---|
| Dealer Meeting Sign-In Sheet | 2024-05-01 | |
| Bosch Sign-In Sheet | 2024-05-01 | |
| GREE Sign-In Sheet | 2024-05-01 | |
| ICP Sign-In Sheet | 2024-05-01 | |
| Rheem Sign-In Sheet | 2024-05-01 | |
| Open House Check-In Form | 2022-03-01 | |
| Grand Opening Check-In Form | 2022-03-01 | |
| Scheduled Events Guidelines
The scheduled events guideline is for customer/vendor events held in the showrooms or in the parking lots. |
2022-03-16 | |
| Scheduled Events Guidelines – Offsite
Off site events are when travel is required to attend a vendor or Baker hosted event. |
2022-03-16 | |
| COVID 19 Safety Protocol – General Training Event General training guideline is for any training classes held at our sales centers. |
2022-03-16 |
| FILE NAME | UPDATED | |
|---|---|---|
| After Hours Log | 2016-11-01 | |
| After Hours Sign | 2023-04-07 | |
| HVAC Technical Support Sign | 2023-04-07 | |
| Daily Truck Checklist | 2012-09-04 | |
| Daily LP Forklift Checklist | 2012-09-04 | |
| Daily Electric Forklift Checklist | 2012-09-04 | |
| Disaster Preparation Procedures | 2015-12-08 | |
| Fuel Log | 2015-12-07 | |
| Unattended Delivery Agreement – Baker | 2018-07-01 | |
| Unattended Delivery Agreement – Baker/FCS | 2018-07-01 | |
| Unattended Delivery Agreement – FCS | 2018-07-01 | |
| Vehicle Maintenance and Fuel Card Standard Operating Procedure | 2016-06-17 |
| FILE NAME | UPDATED | |
|---|---|---|
| NCI Warranty Label | 2021-04-05 | |
| NCI Non-Stock Special Order Label | 2021-04-05 | |
| NCI Damaged Label | 2021-04-05 | |
| Donation Form | 2018-03-01 | |
| Inventory Adjustment Form | 2018-03-01 | |
| Bin Location Verification | 2018-03-01 | |
| Inventory ‘Do Not Count’ Form | 2018-03-01 | |
| Instructions Sign-Off | 2018-03-01 | |
| ‘In Warranty’ Form | 2018-03-01 | |
| Observer Audit Checklist | 2018-03-01 | |
| Of No Value Form | 2018-03-01 |
