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