The following 65 items are listed by Content Data.
Policies & Procedures
Price Administration Policy
Review best-practice procedures for establishing guidelines related to price administration, including price setup, pric...
Audit Programs
Sales Compensation Audit Work Program
Review your company's sales compensation and commission payment process with the audit steps in this sample work program...
Audit Programs
Order Management Process Audit Work Program
Improve your order management process with these key review steps, including identification of performance metrics and c...
Subscriber Content
Policies & Procedures
Invoice Deductions Policy
Learn about trade and non-trade deduction procedures in the retail sector through our detailed Invoice Deductions Policy...
Subscriber Content
Policies & Procedures
Order Management Policy
This sample policy outlines procedures to be followed by the customer service team when processing orders.
Subscriber Content
Policies & Procedures
Non-Standard Terms Policy
This sample policy establishes a streamlined process to authorize non-standard discounts on products or services or non-...
Subscriber Content
Audit Reports
Customer Relationship Management Assessment Report
Auditors can use this audit report template to assess and improve their organization’s customer relationship management ...
Subscriber Content
Policies & Procedures
Customer Master File Maintenance Policy
The purpose of this policy is to establish the guidelines for setting up new customers and modifying existing customer i...
Subscriber Content
Audit Programs
Advertising and Promotion Audit Work Program
In this work program sample, we provide general best-practice steps for the advertising and promotion audit process.
Subscriber Content
Policies & Procedures
Corporate Image and Communication Standards Policy
The sample policy helps to ensure that all internal and external communication reflects a corporate image that is consis...
Subscriber Content
Audit Programs
Commissions Audit Work Program
The objective of these three sample work programs is to comprehend and assess the steps involved in the processing of sa...
Subscriber Content
Guides
Strategy Assessment Guide
In this tool, we’ve compiled a guide that outlines the key recommendations and processes related to an organization’s st...
Subscriber Content