The following 136 items are listed by Content Data.
Policies & Procedures
Order Receipt and Fulfillment Policy
This sample outlines guidelines for receiving and entering customer orders to ensure the timely and accurate fulfillment...
Subscriber Content
Benchmarking Tools
Accounts Receivable, Credit and Collections Leading Practices
This tool features several leading practices to assist with measuring and improving an organization’s accounts receivabl...
Subscriber Content
Audit Reports
Back-Office Process Optimization Report
This document contains two sample audit reports that can be used by auditors to learn how other organizations performed ...
Subscriber Content
Policies & Procedures
Invoicing Policy
This sample outlines a set of policies and procedures for invoicing customers and issuing invoice corrections.
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
Policies & Procedures
Intercompany Commissions Policy
This sample policy defines guidelines, requirements and processes for revenue sharing between two subsidiaries of a comp...
Subscriber Content
Policies & Procedures
Insurance Verification (Healthcare) Policy
Ensure that patient benefits are verified prior to or immediately following an admission or outpatient procedure with th...
Subscriber Content
Policies & Procedures
Freight Claims Policy
This policy focuses on processing freight claims for shipments where the carrier lost and/or damaged goods during shipme...
Subscriber Content
Policies & Procedures
Financial Systems Policy
This policy addresses the development, implementation, enhancement and maintenance of financial systems.
Subscriber Content
Guides
Strategic Forecasting Guide
This guide discusses market drivers of forecasting, annual budgeting vs. rolling forecasts, integrated business planning...
Subscriber Content
Blog
Develop a Credit Card Information Policy to Mitigate Financial and Credit Risk
What Are Financial and Credit Risks?Financial risk and credit risk are related risks that should often be (...
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