Customer Property Procedure | INV104

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Streamline Your Customer Property Management with Our Procedure Template


As a business owner, you understand the importance of managing your customer’s property with utmost care and responsibility. However, creating a comprehensive procedure for managing customer property can be a daunting task. That’s where our Customer Property Procedure Template Word comes in handy.

Our template is designed to help you streamline your customer property management process, ensuring that you meet all the necessary legal and ethical requirements. The template includes step-by-step instructions on how to handle customer property, from receiving it to returning it to the customer.

With our Customer Property Procedure Template Word, you can:

  • Establish clear guidelines for handling customer property
  • Ensure that all employees are aware of their responsibilities when it comes to customer property management
  • Reduce the risk of loss or damage to customer property
  • Improve customer satisfaction by demonstrating your commitment to their property

Our template is fully customizable, allowing you to tailor it to your specific business needs. You can easily add or remove steps, modify instructions, and include any additional information that is relevant to your business.

Don’t let the management of customer property become a headache for your business. Invest in our Customer Property Procedure Template Word today and enjoy the peace of mind that comes with having a comprehensive and effective procedure in place.

Customer Property Procedure

The Customer Property Procedure defines methods used to identify, verify, protect and safeguard customer property while in possession of the company.

The customer property policy applies to all property the customers supply, including intellectual property, all product parts and tooling or fixtures used in manufacturing and inspection. This procedure includes the responsibilities for customer service, purchasing, production and engineering personnel. It applies to any items supplied by customers including: components and materials supplied for inclusion in product, tooling and fixtures used in manufacturing and inspection processes, and intellectual property for use and testing with software systems. (4 pages, 616 words)

When dealing with customer inventory, potential damage to their property is always going to be an issue. In the event of any damage, deterioration or unsuitability of customer supplied items, the procedure for Receiving and Inspection will be followed and an INV104 Ex1 MATERIAL RETURN NOTICE form will be prepared with the applicable information and returned to the customer. If for any reason there is a shortage or loss of items that is discovered after the original receiving report was prepared, the inventory control manager will issue a written report and forward to Customer service representatives for follow-up with the customer.

Customer Property Responsibilities:

Customer Service Representatives are responsible for notifying the production manager and the purchasing manager of the customer’s intent to supply materials during the quotation and contract review processes.

The Purchasing Manager is responsible for coordinating delivery of customer supplied materials.

The Production Manager is responsible for managing customer supplied tooling and fixtures.

The Engineering Manager is responsible for managing and safeguarding customer’s intellectual property.

Customer Property ProcedureCustomer Property Procedure Activities

  • Receipt, Inspection and Stocking
  • Unsuitable or Missing Items
  • Customer Supplied Tooling and Fixtures
  • Intellectual Property

Customer Property Procedure Forms



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