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Policies & Procedures

Policies and procedures influence and determine major actions and processes throughout an organization. These policy and procedure samples can be used to review and update existing documentation or to create new documentation to promote the conduct and consistency of authorized activities.

The following 350 tools are listed based on Content Data.
Policies & Procedures

Sales Training Policy

The following sample outlines a set of policies and procedures for sales training.
Subscriber Content
Mon, Sep 30, 2024
Policies & Procedures

Sarbanes-Oxley Section 404 Management Testing Plan Policy

Download our management testing plan policy to efficiently manage your organization's Sarbanes-Oxley (SOX) 404 compliance.
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Mon, Sep 30, 2024
Policies & Procedures

Sales Returns Policy

Ensure seamless inventory control and timely customer refunds with our Sales Returns Policy, detailing clear procedures for returning goods.
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Mon, Sep 23, 2024
Policies & Procedures

Sales Order Entry Policy

Establish effective procedures for overseeing sales order entries and document responsibilities for sales representatives with our Sales Order Entry Policy.
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Mon, Sep 23, 2024
Policies & Procedures

Sales Contracts Policy

Learn the essential protocols for authorizing, processing and fulfilling sales contracts effectively with our sample Sales Contracts Policy.
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Mon, Sep 16, 2024
Policies & Procedures

Sales Customer Follow-Up Policy

Optimize post-sale customer satisfaction with this sales policy template, designed to ensure seamless equipment setup and resolution of any concerns through proactive service calls and ...
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Mon, Sep 16, 2024
Policies & Procedures

Sales Commissions Policy

Define and manage sales commission rates, earnings, and responsibilities effectively with our comprehensive Sales Commissions Policy.
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Mon, Sep 16, 2024
Policies & Procedures

New-Hire Paperwork Policy

Understand the general hiring procedures and protocols for new hire onboarding, including the completion of the payroll/status change notice.
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Mon, Sep 9, 2024
Policies & Procedures

Monthly Accruals Policy

Learn about the standards and procedures for monthly accruals to match expenses with revenues and ensure accurate financial statements.
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Mon, Sep 9, 2024
Policies & Procedures

Sales and Use Tax Policy

This policy establishes the responsibilities, controls, authorizations and procedures for sales and use-taxes for all company invoices originating in the United States.
Subscriber Content
Mon, Sep 9, 2024
Policies & Procedures

Retainage Policy

Leverage this policy sample to establish a standardized means of identifying and accounting for the retainage of funds related to large-scale projects.
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Mon, Sep 2, 2024
Policies & Procedures

Revenue Capture Policy: Patient Accounting

Ensure that appropriate charges for supplies and/or services are recorded and posted completely, accurately, timely and consistently.
Subscriber Content
Mon, Sep 2, 2024