Company Name

Division or Address

Handling, Storage, Packaging,

Preservation,
and Delivery
Doc. No.
Rev. No.

Division or Address

Date: -

Page 1 of x

ISO Procedure

Handling, Storage, Packaging, Preservation, and

Delivery
Approved:

__________________________________________________

title

Name

Approved:
___________________________________________________
title

Name

Approved:

__________________________________________________

title

Name

Approved:

__________________________________________________

title

Name

Approved:

__________________________________________________

title

Name

Change Record
Rev

Date

Responsible
Person

DescriptionofChange

Name

InitialRelease

Distribution List
(listthedepartmentsthatreceivecontrolledcopies)

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Company Name
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Handling, Storage, Packaging,

Preservation,
and Delivery
Doc. No.
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1.

2.

Page 2 of x

Purpose

Tocontrolthehandlingofproductsandpartsfromthepointofreceipt
throughstorage,untiltheyaresenttotheirfinaldestination.

Toensurematerialismovedorhandledinasafemannerthatprevents
damageordeterioration.

Toprovidesecurestorageareastopreventdamageordeteriorationof
product,pendinguseordelivery.

Topreserveproductintegrityandproductidentificationthrough
packagingmaterials.

Toensurethattheproductisprotectedafterfinalinspectionandtest,and
wherecontractuallyapplicable,toprotecttheproductthroughdeliveryto
thecustomer.

Scope
Thisprocedureappliestoallproductsandpartsmanufacturedorsoldby
<COMPANY>.

3.

Responsibilities
<Jobtitle>packageproductaccordingtotheworkinstructions.
<Jobtitles>handlegoodsthroughthemanufacturingprocessandpackaged
finishedgoodspriortoshipment.
Deliverytrucksanddriversaresubcontractedthroughanapprovedvendor
carrier.
TheEnvironmentalHealthandSafetyManagersetpolicyforhandling
environmentallyhazardousmaterial.
<Jobtitle>ensuresinventoryisavailableattheworkcenter.
<Jobtitle>verifiesdeliveriesfromvendorsandmatchesthepurchaseorderand
vendorpackinglist.
<Jobtitle>pickstheproductfromthewarehouseandgeneratesaPickList.

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<Jobtitle>maintainstheinventoryanddistributesstocktotheworkcenters.

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4.

Page 4 of x

Procedure
4.1

General
<Jobtitle>generatesandupdatesproceduresforhandlingmaterials.
TheseproceduresareintheDocumentControlsystem.
<Jobtitle>generatesandupdatesproceduresforstoringpartsand
assemblies.TheseproceduresareintheDocumentControlsystem.
<Jobtitle>generatesandupdatesproceduresforpackagingunits.These
proceduresareintheDocumentControlsystem.
<Jobtitle>generatesandupdatesproceduresfordeliveryoffinished
goods.TheseproceduresareintheDocumentControlsystem.

4.2

Handling
Employeesparticipateintrainingforhandlingincluding:

<course>

<course>

<course>

<Jobtitle>stores<trainingrecord>in<location>for<lengthoftime>.
Topreventdamageduringmaterialhandlingthefollowingdevicesmay
beused:

<device>

<device>

<device>

Disposalofenvironmentallysensitivematerialfollowsthe<nameof
policy>.<Jobtitle>conveysthispolicythrough<activity>.
4.3

ESD Control

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Controlofelectrostaticdischarge(ESD)isensuredinthewarehouse
throughtheuseof<ESDdevices>.InthemanufacturingareaESDis
controlledthoughtheproperuseof<ESDdevices>.
<Jobtitle>participatesin<ESDtraining>.<Jobtitle>maintainsthe
trainingrecords.
4.4

Storage
<Markings>identifythecontentsandphysicalcharacteristicsofstored
items.<Jobtitle>appliesthe<markings>accordingtoworkinstructions.

4.5

Temperature Control
Heatsensitiveitemsareundertemperaturecontrol.<Jobtitle>monitors
theroomtemperatureusing<activity>.Refrigerationisprovidedwhen
necessary.

4.6

Shelf Life Control

FirstIn,FirstOut(FIFO)rotationisused.Thefollowingitemsrequire
shelflifemonitoring:

<item>

<item>

<item>

Theitemsaredatedwithexpirationdatelabels.<Jobtitle>inspectsthe
label<frequency>.<Jobtitle>completes<nameofinspectionreport>.
Itemswithexpiredshelflifearedispositionby<jobtitle>.
4.7

Hazardous Materials
Hazardousmaterialsarestoredinthe<storagearea>.<Identification>
identifiestheareaashazardousstorage.The<storagearea>is
<characteristics>.

4.8

Storage Access
Accesstothestockroomisrestrictedby:

<attribute>

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4.9

<attribute>

<attribute>

<attribute>

Page 6 of x

Storage Maintenance
<Jobtitle>maintainsthecleanlinessofthestockroomarea.<Jobtitle>
maintainscleanlinessandquantityofworkcellbins.

4.10

Storage Inspection
Ifaproblemisfoundduringmanufacturing,partsareremovedfrom
stockandputonhold.<Jobtitle>notifiesthestockroomofthediscrepant
materials.Itemsarequarantinedinthefollowingmanner:

4.11

<activity>

<activity>

Control of Supplies
Uponreceivingthebillofmaterials<jobtitle>assemblesthepickfrom
thestockroom.<Jobtitle>distributesthepicktotheworkareas.Upon
completionofanassemblyorsubassemblytheitemand
<documentation>isstoredinthestockroom.<Jobtitle>isresponsible
formaintainingtheinventoryrecord.
<Jobtitle>isresponsibleforensuringeachworkcenterhasadequate
stockfortheday.Ifadditionalstockisrequiredfortheday,stockis
issued.<Jobtitle>completesthe<nameofform>.
<Jobtitle>determinestheminimumandmaximumquantitiesstoredin
theworkcell.<Items>areusedtoassessthequantity.<Jobtitle>
approvesthequantityplan.
<Jobtitle>isresponsibleformonitoringthequantityofpartsinthework
center.Ifbudgetedquantitiesneedmodification,<jobtitle>canmake
thischange.
<Frequency>,<jobtitle>completesthe<nameofinventoryreport>
indicatingthenumberofpartsconsumed.Thereportisreviewedby<job
title>.

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4.12

Page 7 of x

Just-In-Time Inventory
JustInTimematerialcontrolsystemisusedforworkinprocess.
Thematerialsarestoredin<location>.Recordsonthe<location>show
theminimumandmaximumlevels.<Jobtitle>isresponsiblefor
ensuringproperinventorylevels.
<Jobtitle>movesinventorytotherequiredlocation.

4.13

Cycle Count
<Frequency>,<jobtitle>performsacyclecountof<typeofitems>.
<Jobtitle>isresponsibleforadjustingtheinventorylisttomatchthe
cyclecount.

4.14

Packaging Instructions
Packaginginstructionsexplainthemethodsofcleaningandpreserving,
(includingmoistureelimination),cushioning,blocking,andcrating,if
applicable.<Jobtitle>packagesthecompletedunit.
<Jobtitle>generatesthepackaginginstructions.

4.15

Verification
<Jobtitle>verifiesinspectiondata,packagestheunit,andapplies
<marking>indicatingtheverificationstatus.
<Jobtitle>verifiesthecontentsbeforesealingthepackageagainst
<documentation>andindicatestheverificationonthe<nameofrecord>.

4.16

Packaging Materials
Protectivematerialssuchas<items>areusedtopackagefinishedgoods.
Packagingisspecifiedbythe<customer,billofmaterials>.

4.17

Packaging ID
Markingsandlabelsarelegible,durable,intherequiredlanguage,and
tamperresistant.

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Unitsareidentifiedonthepackageusingthefollowingmarkings:

<marking>

<marking>

<marking>

Qualityinspectionstampsorlabelsareappliedtothepackage.
<Documentation>isappliedtotheoutsideofthepackage.
Packagesarelabeledwith:

4.18

<item>

<item>

<item>

<item>

Preservation
<Jobtitle>designsthepackagingtoensurepreservation
<Jobtitle>certifiesthepackaging.
<Jobtitle>teststhepackaging.
Ifpackagingfails,correctiveactionistakenasfollows:<activity>.
PackagingmeetsNationalSafeTransitAssociation(NSTA)guidelines.

4.19

Delivery
Finishedgoodsawaitingdeliveryarestored<location>.This<location>
issecuredbymeansof<attribute>.
DeliveriesareF.O.B.Thecustomerspecifiestheshippingrequirements.

4.20

Records
<Jobtitle>printsthepackinglist.Thepackinglistincludes
<information>.

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<Jobtitle>generatestheBillofLading.
<Jobtitle>maintainstheshippinglogthatincludes<information>.The
shippinglogisstored<location>for<lengthoftime>.
4.21

Vehicles
Thecustomerspecifiesthedeliveryvehicle.Deliverytrucksaresafety
regulated.<Jobtitle>maintainsrecordsensuresafetyregulationsin
<location>.
<Frequency>,<jobtitle>inspectsthedeliveryvehiclesandcompletesthe
<nameofrecord>.The<nameofrecord>isstored<location>for
<lengthoftime>.

5.

Related Documentation
<InventoryReport>
<ReceivingReport>
<IssueTransactionForm>
<PackingList>
<BillofLading>
ProcessControl
DocumentandDataControl
ProductIdentificationandTraceability
InspectionandTesting
InspectionandTestStatus
QualityRecords
Training

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For Internal Use Only