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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 348 tools are listed based on Content Data.
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.
Subscriber Content
Mon, Sep 23, 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.
Subscriber Content
Mon, Sep 23, 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 ...
Subscriber Content
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.
Subscriber Content
Mon, Sep 16, 2024
Policies & Procedures

Sales Contracts Policy

Learn the essential protocols for authorizing, processing and fulfilling sales contracts effectively with our sample Sales Contracts Policy.
Subscriber Content
Mon, Sep 16, 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.
Subscriber Content
Mon, Sep 9, 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.
Subscriber Content
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.
Subscriber Content
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
Policies & Procedures

Customer Demo Units Policy

Get detailed procedures for demo unit transactions, invoicing, processing and collection issues with our Customer Demo Units Policy.
Subscriber Content
Mon, Aug 26, 2024
Policies & Procedures

Research and Development Expense Policy

Research and development expenses include the conceptual formulation, design and testing of product alternatives, construction of prototypes, and operation of pilot plants. This policy ...
Subscriber Content
Mon, Aug 26, 2024